This feature is only available for the following plans:
SMALL TEAM
Click here for more information on our plans.
Once you have access to your session, Sage Sales Management allows you to configure the tool to personalize it according to your needs, so that it adapts as best as possible to your way of working and your accounts.
This configuration will be the same for all users that will useSage Sales Management, so think of a personalization that suits all y our team.
To configure Sage Sales Management, follow the next steps:
Step 1. Access to the web version
You must consider two aspects of configuration changes:
It is always performed from the Sage Sales Management web version. You can access it from the following link: https://app.forcemanager.net/Login.aspx?lang=EN
Changes must be made by the administrator. By default, this person is always the first person who purchasedSage Sales Management.
Step 2. Go to the Administration menu
Once you are in your Sage Sales Management web session, click on your profile which is on the top right of the screen. Next, click on “Settings”.
Now, you have 3 menus available to configure the tool:
Settings. From here, you can configure your profile, environment, company settings, user management, import accounts and contacts and delete sample data.
Customize fields. From here, you can personalize the Accounts, Contacts, Opportunities, Activities and Check-in menus. For example: you can add or modify standard fields.
Tools. You can synchronize your e-mail with Sage Sales Management.
To know how to configure these menus, go to the following articles. |