Every business works differently, and so does every user.

Sage Sales Management includes a range of customisation options that allow you to adapt the CRM to your preferences and your business needs without changing how it works.

In this collection, you’ll learn how to configure your account, personalise your workspace and adapt specific areas of the CRM to suit the way you work every day.

Manage your profile information and personal preferences available in Sage Sales Management to keep your account up to date and tailor your environment to your needs.

Customise how you navigate and work in Sage Sales Management using options such as Dashboard widgets, filters, views and information layout.

Discover the customisation options available to adapt Sage Sales Management to your business needs, including fields, value lists, price lists and other configuration options available with your licence.

Some options in this collection refer to Sage Sales Management concepts such as custom fields, value lists, price lists and automations.

If you’re not yet familiar with them, you’ll find links to articles explaining each concept to help you understand how they work before making any changes.

You’ll know how to customise Sage Sales Management using all the options available in your environment to adapt the CRM to the way you work and the needs of your business.