Sage Sales Management

Sales Campaigns allows you to organise, launch and track sales campaigns directly from Sage Sales Management.

Sales Campaigns in Sage Sales Management

Sales Campaigns configuration allows you to define permissions, manage campaigns and control which actions users can perform depending on the status of each campaign

Configure Sales Campaigns

This article gathers the most common questions related to Sales Campaigns in Sage Sales Management.

Sales Campaigns: FAQ and troubleshooting

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Sales Campaigns

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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