All Collections
Academy
Review training content to achieve our various certifications.
Sage Sales Management AcademyIntroduction toSage Sales Management Academy training materials
Managers Certification
Learn to track team performance, analyse sales pipelines, and generate reports to boost team efficiency and productivity.
Sage Sales Management Training for ManagersRecap of the videos shown in the onboarding program of Sage Sales ManagementAcademy for Managers
CRM Certification IntroductionCRM Certification introduction
The Dashboard
Accounts
Account's file
Contacts Menu
Activities Menu
The Calendar in Sage Sales Management
Documents MenuUpload documents and share them with your team within Sage Sales Management.
Opportunities MenuDefine a potential sale with Opportunities in ForceManager
Reports menu
Administrator Certification
Master administrative tools like user roles, permissions, and API integrations to configure ForceManager
Sage Sales Management Admin Certification. Introduction and goals.
Workspace
Users and Permissions
Fields Menu Overview
Standard Fields
Custom Fields
Differences in Standard and Custom Fields