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How to access accounts?
How to access accounts?
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Written by Training
Updated today

📌 This feature is available for all plans.

For detailed information on each plan, you can check 👉 here.

Once you have signed into Sage Sales Management, on the web version you will enter Accounts directly. On mobile devices, to view or manage accounts, click on the Accounts option displayed in the side menu of the application.

This section features the list of all your accounts. On the mobile application, thanks to geolocation, the accounts will be ordered by proximity to your location. What’s more, clicking on one of the accounts opens its corresponding file, displaying all its details.

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