Sage Sales Management

You can access Sage Sales Management through the mobile app or the web version, always using the same login credentials. This article explains how to sign in from each channel.

How to access Sage Sales Management?

Manager your licenses and users in Sage Sales Management

User management

How to sign up to Sage Sales Management

Product Learning

Learn how to access Sage Sales Management and complete the initial setup before you start working.

Access and setup

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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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.

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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