Summary
Set up Sage Sales Management to match how your organisation works. Start with the settings that affect the information your team records.
You don’t need to configure everything before you begin. Set up the essentials first, then adjust other settings as your needs change.
Start with what your team needs
Review these areas before your team starts working:
Check your company details.
Set your currency and units.
Prepare fields for the information your team records.
Define the values those fields use.
Invite your team members.
Import existing customer and sales data.
Connect your email, calendar, and meeting tools.
Return to these settings as your organisation’s needs change.
Your profile and your organisation’s settings
Your profile contains your personal details. Your organisation’s settings affect how the team uses the CRM.
Open My profile to update your name, language, telephone number, or password.
Company details and data settings apply to your organisation. User management and connected tools also form part of the CRM configuration.
Your role and your organisation’s configuration determine which settings you see and change.
Where to find your settings
In the web application:
Open your profile menu.
Select My profile and configuration.
Open the area you want to configure.
Settings
Use this area to manage your personal details and the structure of your CRM.
The options shown depend on your organisation’s configuration.
Option | Purpose |
My profile | Update your personal details. |
Company Settings | Manage your organisation’s details. |
Customise fields | Define the fields your team uses to record information. |
Value lists | Manage the values your team selects in fields. |
Import data | Add existing information to the CRM. |
Price List Management | Manage price lists. |
Automations | Set up automations. |
Tools
Use this area to connect tools for your daily work. Set up email and calendar synchronisation, or configure your video conferencing tools.
Integrations
Use this area to connect Sage Sales Management with other systems and services.
Your organisation’s configuration determines which integrations appear here.
Administration in each plan
Your plan determines where you manage your CRM settings. Your role determines which settings you see and change.
Essential and Starter
Use My profile and configuration to manage your CRM directly within Sage Sales Management.
Review your company details, fields, and value lists here. This area also includes options for users and connected tools.
Professional and Performance
These plans include the Administration Platform for managing more complex organisational structures.
If you have the Admin role, open Admin - advanced config. to manage the organisation’s settings centrally.
Manage users and teams, then define their hierarchy and permissions. You also manage fields, value lists, and other advanced settings here.
Other users continue to use My profile and configuration. Their roles and your organisation’s permissions determine which settings they change.
The configuration concepts remain the same across plans. The differences concern resource capacity, where you manage settings, and the permissions each task requires.
What to configure first
Start with the settings that affect the information you’ll add later.
Before you… | Review… |
Add sales information | Your company details, currency, and units. |
Import large amounts of data | Your fields and value lists. |
Start working with your team | Your users and connected tools. |
Set up other areas when you need them.
Continue configuring your CRM
You don’t need to learn every administration area at once.
Continue to CRM Administration for an overview of how to manage your CRM. Follow the articles for each area as you need them.