Sage Sales Management

Product Learning

FAQ by Entity

¿How to massively geolocate accounts?

How to create personalized views in Accounts?

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FAQ Accounts

How do you edit the geolocation of tasks and events?

How geolocation and Check-in work in Sage Sales Management, including conditions, purposes, collected data, and security measures.

Frequently Asked Questions about Geolocation and Check-in in Sage Sales Management

How to differentiate a Check-in from a Visit?

How can I share or send an activity?

What is a phone call activity?

How to create customised views in Activities?

The video call as a new sales activity

FAQ Activities

How can I share a task with another user?

How to create customized views in Calendar?

Notifications in web events

FAQ Calendar

How do I customize opportunity statuses?

FAQ Opportunities

How can I sign a document?

How to add documents to Sage Sales Management

FAQ Documents

Can a report be deleted?

FAQ Metrics and reports

Find answers and get help from Intercom Support and Community Experts

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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