Sage Sales Management

How do I know if I'm running the latest Sage Sales Management  version?

How do I know which version of Android my device is running?

How do I know if my device is ready to be geolocated?

How to use the microphone for mobile transcription?

Siri Integration

iOS Notifications

How do I activate Power Saving Mode?

Can a draft be saved in Sage Sales Management?

Quick creation from the Dashboard

What is the Magic Card?

How to update your iOS device to the latest version?

What Huawei devices do we support?

What are the minimum requirements for Android devices?

How do I know which version of Sage Sales Management I am using?

What are the minimum requirements for iOS devices?

How do I clear the cache on my mobile device?

What is the post-call report?

Add photos to your activities

What is the dashboard?

How to refresh data from the mobile app

Product Learning

Mobile and Functionalities

Do you know the new Widgets on iOS?

How to write in forms from my iPad?

How to add a drawing or sketch in ForceManager? 

iOS 14

Get to know the Live Text feature

Get to know XLarge widget

Set up a Notification Summary

iOS 15

Mobile Call Synchronisation in Sage Sales Management

Configure Call Synchronisation on Android - Sage Sales Management Call Tracker

Configure Call Synchronisation on iOS – Caller ID

Phone calls sync for Android and iOS Mobile devices.

Phone Calls' Synchronisation

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A quick lap of the product so you know where everything lives.

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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.

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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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Mobile and Functionalities

iOS 14

iOS 15

Phone Calls' Synchronisation

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