CRM Fundamentals
Learn about the core CRM entities and features to understand how to organise and manage your sales activity.
By Jon1 author7 articles
- Getting started with DashboardsView key sales indicators and explore your data through interactive charts.
- Getting Started with AccountsLearn what accounts are in Sage Sales Management and how to use them to organise your business relationships.
- Getting Started with ContactsDiscover what a contact is in Sage Sales Management.
- Getting started with ActivitiesRecord your sales interactions and keep a history of your work with each customer.
- Getting started with OpportunitiesLearn what Opportunities are in Sage Sales Management, create your first opportunity and start tracking your potential sales.
- Getting started with DocumentsFind your customers’ sales documents and follow their progress through the sales process.
- Getting started with Metrics and ReportsUse your team’s sales activity to understand performance and make decisions.