This certification comprises a series of courses designed to make you an expert in using and managing the Sage Sales Management Admin tool.

We will begin with an overview of what Sage Sales Management Admin is and how to access the platform. Next, you will learn to manage users through a menu with various options, allowing you to view the hierarchy, modify user data, and much more. We will also cover how to define roles and permissions for each team member.

We will delve into the types of fields, how to modify them, and how to add new ones in the modules for companies, contacts, opportunities, among others. Additionally, we’ll explore the parameters and widgets menus, essential for customising the user experience of your account.

We will also address data management, as this tool allows for mass exporting of information related to companies, contacts, opportunities, and new clients. Regarding literals, we will go over how to modify the default standard texts in the application.

Finally, we will dive into API keys, where we will examine the most relevant credentials for integrating Sage Sales Management with third-party applications. We will also cover the available integrations in Sage Sales Management and how to activate them.

You are now ready to start the certification.