Sage Sales Management

Learn how to synchronise email and calendars with Sage Sales Management, activate the connection on web or mobile, and manage recurring events through your calendar provider.

Bidirectional synchronisation of email and calendar

Why is my mobile activity not visible on the web application?

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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…

Sync your email with Microsoft Office 365 (Outlook / Exchange)

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Synchronization

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Create your workspace and invite the people you work with.

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

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

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Synchronization

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