Accounts
Find out how to manage and geolocate your accounts
By Product1 author19 articles
- Understanding AccountsUnderstand how Accounts help you organise, classify and manage the organisations you work with in Sage Sales Management.
- How to access accounts?
- How can I merge accounts?
- How does the account map feature work?
- Can accounts be filtered and searched?
- What do the icons featured in the list of accounts on the mobile application mean?
- How do I manage account recommendations?
- How to add images to your accounts?
- How can I relate accounts?
- What are the Featured Fields?
- What fields are shown in an account file?
- Geolocating accounts
- Changing account owners with the new bulk option
- How to edit or delete accounts?
- how to add accounts manually?
- How to add an account?
- Visit SchedulerSelect multiple companies, schedule events quickly for specific dates, streamlining user work planning like never before.
- Commercial Route PlannerOptimise the efficiency and productivity of your sales team through better route organisation.
- What is an account?