Sage Sales Management lets you create accounts from different parts of the application. Choose the option that best suits your workflow:
Create an account manually from the Accounts module.
Use the global + button to create it without leaving your current module.
Ask Sage Copilot to help you complete the account form.
Import several accounts at once.
Before you begin: do you need to create one account or several?
To create a single account, use the manual form or Sage Copilot.
To add several accounts at once, use the data import functionality. Depending on your plan and role, you can access it from My profile and configuration or from the administration portal available with Professional and Performance plans.
Create an account in the web app
You can start from the Accounts module or use the global quick action.
From the Accounts module
Open Accounts from the side menu.
Select Create.
Complete the account form. Fields marked with an asterisk are required.
Add the location and any other relevant information.
Select Save.
Using the global quick action
The global + button lets you create an account from any module:
Select + at the top of the screen.
Select Account.
Complete the required information.
Select Save.
Create an account in the mobile app
You can create an account from the Dashboard or the Accounts module.
From the Dashboard
Tap +.
Select Create account.
Complete the required fields and any additional information.
Tap the confirmation icon to save the account.
From the Accounts module
Open Accounts from the bottom navigation bar.
Tap +.
Complete the account form.
Tap the confirmation icon to save the account.
You can also add an image or location while creating the account.
Create an account with Sage Copilot
You can use Sage Copilot while creating an account in both the web app and the mobile app.
From the account creation form:
Select or tap the Sage Copilot icon.
Describe the account using text or voice. You can also add images or documents.
Review the information suggested by Copilot.
Complete or correct any details before saving the account.
The process is the same in both applications. Sage Copilot prepares the information, but you decide which details are saved.
Complete the account when you need to
You do not need to enter all the information when you first create the account. You can open its record later to update its details, add an image, set its location or include related information.