Sage Sales Management

Product Learning

Start your Sage Sales Management journey with guided introductions to key areas, features and workflows, and discover where to learn more.

First Steps

Manage the companies, customers, prospects and business relationships that form the foundation of your CRM.

Getting Started with Accounts

CRM Fundamentals

Learn how to manage your product catalogue and create sales documents to support your sales process in Sage Sales Management.

Products and Orders

Discover how the product catalogue works in Sage Sales Management, where to find it and how to start using products in your sales documents.

Getting Started with Products

Discover how the product catalogue works in Sage Sales Management and learn how to manage the products used in your sales documents.

Confirm Added Features

Discover how to customise Sage Sales Management by adapting your account, workspace and business using the configuration options available in your environment.

Welcome to Customise Sage Sales Management

Bring together all essential tools for managing your commercial activity

Dashboard Webapp

Filter by related entities

Create customised dashboards to analyse business data without requiring advanced technical knowledge.

ForceBI: Customised Dashboard Configuration

How to Import and Export Data Effectively in Sage Sales Management

Add custom fields to store additional information and thus tailor the data to your company’s needs.

Creating Fields

Standard Fields and Custom Fields

Discover how Automations can help you eliminate repetitive tasks and optimise your business processes. In this collection, you’ll learn how to create, configure and expand automations tailored to the way…

Automate your repetitive business processes

Automations in Sage Sales Management help you simplify repetitive tasks by creating custom workflows that run automatically.

Automations: simplify and optimise your daily processes

How to create and test an automation in Sage Sales Management

Discover how to create automation conditions by combining different modules and entities in Sage Sales Management, allowing you to define more precise and flexible rules.

Automations: Can I create conditions combining different modules?

How to detect, review and resolve error in your automations

Automations in Sage Sales Management: how to identify and resolve errors

Automations FAQs

Automate processes and repetitive tasks in Sage Sales Management with automated workflows that save time and reduce errors.

Automations

Discover the Sage Sales Management Administration Platform and explore the main areas used to manage, customise and maintain your CRM.

Welcome to CRM Administration

Step 2. Contacts

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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

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First Steps

CRM Fundamentals

Products and Orders

Legal

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