Frequently asked question
Announcement of ForceManager Rebranding to Sage Sales Management
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 to add users and licenses?
How do I sign into the web version?
How to cancel your Sage Sales Management subscription
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