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For detailed information about each plan, you can check 👉 here.
What is a contact?
In Sage Sales Management, a contact is an individual linked to an account or customer (company profile), along with their professional details.
Key features of contacts in Sage Sales Management
Professional data linked to accounts:
All contact data and information are professional in nature and closely associated with the accounts to which they belong.
Centralised management:
From the Contacts menu, you can add, manage, and view all contacts linked to accounts already created in the application.
Completing information:
To ensure all details are recorded correctly, it is important to fill in contact data and associate them with the relevant accounts.
Quick search and management:
Use the search bar to quickly find a contact by entering their name.
Apply and combine filters for more efficient contact management.
Continuous updates:
You can edit a contact at any time to add new information or update existing details.