Sage Sales Management

How do the Lists of Values menu work?

What is a value list?

What does the Values Lists menu allow?

How to create new Values Lists?

How to add values to a Value List?

Learn how to view, add, and edit currencies in Admin. Find out where currencies are used and how Sage Sales Management converts amounts to your organisation’s base currency.

How to configure currencies in Sage Sales Management

Jon Trasobares

Values Lists

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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.

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

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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.

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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.

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

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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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Values Lists

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