From this platform, you can manage users and permissions, customise the data model, configure CRM behaviour, manage data and connect Sage Sales Management with other systems.

In this collection, you’ll discover how the platform is organised and explore its main administration areas before accessing the dedicated documentation for each one.

Discover how users, teams, hierarchies and permissions are organised to ensure that each person has access to the information and features they need.

Learn how to adapt the CRM structure using custom fields, value lists, forms and validation rules to meet your organisation’s requirements.

Explore the tools available to tailor the way your CRM works using parameters, widgets, literals and other advanced configuration options.

Learn how to import, export and maintain Sage Sales Management data safely and efficiently.

Discover how to connect Sage Sales Management with other systems using APIs, access keys and available integrations.

Many of the tools available in the Administration Platform use concepts shared across Sage Sales Management, such as custom fields, value lists and automations.

Where relevant, you’ll find links to articles explaining these concepts before you begin configuring them.

Now that you understand how the Administration Platform is organised, you can access the documentation for each administration area.

Each collection contains step-by-step procedures, examples, videos and reference materials to help you administer and maintain Sage Sales Management.