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Getting started

What is Sage Sales Management?What is Sage Sales Management and what are its main features?
Available Plans in Sage Sales ManagementA General Comparison of the Available Plans in Sage Sales Management and Their Features.
How to access 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 sign up to Sage Sales Management
Confirm Added Features
Dashboard WebappBring together all essential tools for managing your commercial activity
Step 1. Accounts
Step 2. Contacts
Step 3. Opportunities
Step 4. Activities
Personalize Sage Sales Management
Settings
Step 2. User management
My profile: personalize environment and company settings
How to Import and Export Data Effectively in Sage Sales Management
Creating FieldsAdd custom fields to store additional information and thus tailor the data to your company’s needs.
Standard Fields and Custom Fields
ForceBI: Customised Dashboard ConfigurationCreate customised dashboards to analyse business data without requiring advanced technical knowledge.
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What are the usage limits in Sage Sales Management?