FAQ
Frequently asked question
By Product1 author96 articles
- How can I merge elements?
- Contact your clients by WhatsApp
- Preview your files before downloading them!
- Metadata in Sage Sales Management
- Can you keep the filters applied when closing Sage Sales Management and logging back in?
- Using Advanced Filters
- Quick Entity Creation
- When do I receive notifications?
- How to flag an element and what does it imply?
- Associated Entity Creation
- Can I export data?
- How to update your payment method?
- What version of Outlook do I need to install the Outlook add-in in Sage Sales Management?
- Do you need help?
- Conversational support service
- ¿Cómo puedo saber qué versión de navegador tengo?
- What browsers are compatible with Sage Sales Management?
- What information can be viewed from the user icon?
- How do I add users from the trial version?
- How can I access a Webinar?
- How to contact support?
- How to access billing?
- What are account ratings?
- Did you forget your password?
- How to change the language?
- How do I sign into the web version?
- How to cancel your Sage Sales Management subscriptionGuide for Sage Sales Management (SSM) users. This article does not apply to other Sage products or services
- Bidirectional synchronisation of email and calendar
- Why is my mobile activity not visible on the web application?
- Can I work offline?
- What does the loading image mean when I create an account?
- Sync your email with Microsoft Office 365 (Outlook / Exchange)Set up the synchronisation of your Microsoft Office 365 email with Sage Sales Management to automatically log email activity in the CRM. This process requires permissions in Microsoft Entra ID…
- Do we comply with information security standards?
- How do security copies and data protection work in Sage Sales Management?
- Can Sage Sales Management share its clients’ data if it hires the services of a third party?
- Upon client request, is it possible to export client information to another provider?
- In the case of an investigation, can we disclose information with or without the client’s permission?
- How do I know if I'm running the latest Sage Sales Management version?
- How do I know which version of Android my device is running?
- How do I know if my device is ready to be geolocated?
- How to use the microphone for mobile transcription?
- Siri Integration
- iOS Notifications
- How do I activate Power Saving Mode?
- Can a draft be saved in Sage Sales Management?
- Quick creation from the Dashboard
- What is the Magic Card?
- How to update your iOS device to the latest version?
- What Huawei devices do we support?
- What are the minimum requirements for Android devices?
- How do I know which version of Sage Sales Management I am using?
- What are the minimum requirements for iOS devices?
- How do I clear the cache on my mobile device?
- What is the post-call report?
- Add photos to your activities
- What is the dashboard?
- How to refresh data from the mobile app