CRM Fundamentals
Learn about the core CRM entities and features to understand how to organise and manage your sales activity.
By Product1 author7 articles
- Getting started with DashboardsDiscover what dashboards are in Sage Sales Management and how to view key sales indicators through interactive dashboards.
- Getting Started with AccountsLearn what Companies are in Sage Sales Management, create your first company and discover how this module helps you organise all your business relationships.
- Getting Started with ContactsDiscover what a contact is in Sage Sales Management, how contacts are linked to companies and why they are essential for managing your business relationships.
- Getting started with ActivitiesLearn what Activities are in Sage Sales Management, record your first interaction and discover how to maintain a complete history of your sales activity.
- Getting started with OpportunitiesLearn what Opportunities are in Sage Sales Management, create your first opportunity and start tracking your potential sales.
- Getting started with DocumentsDiscover what documents are in Sage Sales Management and how they help you view and share the sales information generated throughout the sales process.
- Getting started with Metrics and ReportsLearn how Metrics and Reports transforms sales activity into useful information to help you analyse performance and make better decisions.