The Settings module allows you to customise your configuration, activate or deactivate specific features, and define the scoring rules used to analyse sales activity.
1. Sage Sales Management Features
General
Default country
When creating a new company or opportunity (if companies are geolocated), the "country" field will be automatically prefilled with the default value.
Automatic logout time
Defines the duration (in hours) after which the system will log the user out automatically. To reconnect, the user must re-enter their credentials.
Sage Copilot
Activate Sage Copilot features
This setting enables Sage Copilot features developed by third parties. Activation requires the user to first accept a usage disclaimer.
Sage Copilot Chat and Company Summaries
Activates the Sage Copilot widget across all platforms, allowing the user to request company summaries and use the chat. This setting does not control the usage limit of the chat.
Sage Copilot Glossary
Allows you to add keywords (names, products, etc.) to improve how Sage Copilot interprets them in reports.
The format must follow this structure: word 1, word 2, word 3...
The limit is 200 words.
Android and iOS Apps
Enable SMS
Allows users to send SMS messages from the company, contact or user profile pages, provided a phone number is available.
Enable WhatsApp
Users can choose to either make a call or send a WhatsApp message from phone-type fields. WhatsApp will open directly in the selected number's chat.
Web Application
"All owners" filter
Allows users to filter data regardless of the record owner.
Companies
Main company filter
Sets a default quick filter for companies.
Show VAT number field
Displays the VAT number field in the company form.
Show fax field
Displays the fax field in the company form.
Contacts
Show address
Displays address fields when creating or editing a contact. If the address is filled in, it will also appear on the contact’s profile.
Activities
Check-out time limit (in minutes)
Defines the maximum time between check-in and check-out. Once this limit is reached, check-out will be blocked.
Check-in lock time (in minutes)
Sets the minimum waiting time before a new check-in can be made.
Check-in location tolerance (in metres)
Defines the radius within which the check-in button is available. Outside this radius, check-in will be disabled.
Events and Tasks
Smart quick creation
Enables quick creation of events and tasks from the interface.
Hide guests in tasks
Removes the option to add guests to task forms.
Hide event notifications and previews on the web
Disables previews and notifications for events in the web interface.
Opportunities
Main opportunity filter
Allows you to define a quick filter (Type, Status, or Views) to appear as the navigation bar title.
Multiple owners
Allows multiple owners to be assigned to a single opportunity.
Multiple contacts
Allows several contacts to be linked to an opportunity.
2. Scoring System
In this section, you can configure the points awarded to users based on their actions.
Points per activity: Awarded for each recorded action (comment, visit, check-in, etc.).
Points per check-in
Points per visit
Points per minute of phone call (with registered contacts/companies)
Points per email (sent or received from contacts/companies)
Days interval: Time range used to calculate scores.
Points per order
Environment targeting: If set to 0, scoring applies to the whole company. Any other value refers to a specific environment ID.
Sales source
Defines which sales outcome contributes to the scoring:
Won opportunities
Won quotes
Won orders
Points per internal phone call minute (between Sage Sales Management users)
Points per internal email
Points per won quote
Points per won opportunity
3. Points by Account Type
In this section, you can select which types of companies should be included in sales analysis reports.
To activate or deactivate a type, simply click on it. A confirmation window will appear to validate your choice.