Objectives and Structure
This training series has been designed for Managers and Team Leaders. Through the videos, we will explore the specific functions a Manager can perform within Sage Sales Management. We will show how to view, track, and analyse the accounts of other team members.
What You Will Learn:
✅ How to analyse and track your team’s accounts.
✅ How to examine the global pipeline and review each team member’s forecast.
✅ How to monitor interactions between your team members and their clients.
✅ File management and visibility within the Documents menu.
Accounts Management
Opportunities Management
Activities Menu
Within the Activities Menu, you will have access to a centralised view of all interactions performed with all accounts created in Sage Sales Management.
What does this mean? You will be able to see, in a single platform, everything that has happened with clients, potential customers, suppliers, and in general, all accounts your team interacts with.
This tool will be useful for measuring, analysing, and tracking at any time.
How Can You Analyse This Data?
You can filter by:
🔹 Date
🔹 Team member
🔹 Company
🔹 Type of activity
🔹 Custom field values
You can combine these filters for a more detailed analysis.
Advanced analysis includes:
📌 Filtering by check-ins, on-site visits, and responsible team member.
📌 Tracking the route of a sales rep to see their visits to accounts each day.
Additionally, activities can be exported. When exporting, you can:
📌 Select which activity fields you want to export.
📌 Include company details, such as type, status, or rating.
📌 Analyse in depth which type of activities each company requires.
Document Management
In the Documents menu, you can upload any file or documentation useful for your team, such as:
📁 Catalogues
📁 Corporate videos
📁 Order templates
This ensures that everyone has access to the latest documents.
When new documents are added or folders are updated, your team will see the changes instantly.
As a Manager, you will have full control over document management:
📌 Create and edit folders, modify their names, and set their visibility.
📌 Define who can access each folder.
📌 Set the security level for each document.
The rest of the team members will have permissions to view, share, and download the content.