Learn what contacts are and how they connect to accounts in Sage Sales Management.

A contact represents a person your organisation works with. Each contact belongs to an account and holds the details you need to communicate with that person.

Use the contact record to check their details and manage opportunities. Record activities to keep a history of your interactions.

Keep each person’s information in one place so your team knows who to contact.

Record calls, meetings, and emails to follow the relationship. Update contact details as they change.

Open Contacts in the web app or mobile app.

The web app shows contacts in a table. Review each person’s name, account, contact details and job title.

The mobile app shows the same information in a layout that suits your device.

Explore a contact record to learn how to manage the people linked to your accounts.