When you sign in to Sage Sales Management, the Dashboard is the first screen you see.
From there, you can open Accounts and view all the available records.
Access Accounts from the web app
Find the navigation menu in the left-hand sidebar.
Select Accounts, directly below Dashboard.
Sage Sales Management opens Accounts in the List view.
Select an account to open its record and view all the available information.
Access Accounts from the mobile app
Find the navigation bar at the bottom of the screen.
Tap Accounts, the second option after Dashboard.
The app displays your list of accounts.
Tap an account to open its record and view its information.
Switch between the List and Map views
You can view your accounts as a list or display them on a map.
In the web app
At the top of Accounts, you will find the List and Map options. Select the view you want to use.
In the mobile app
In the upper-left corner, you will find the icons for the list and map views. Tap either icon to change the view. The selected icon is highlighted in green.
Only accounts with a saved location can appear on the map.