Sage Sales Management

How to Import and Export Data Effectively in Sage Sales Management

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Bring together all essential tools for managing your commercial activity

Dashboard Webapp

Step 1. Accounts

Step 2. Contacts

Step 3. Opportunities

Step 4. Activities

Add custom fields to store additional information and thus tailor the data to your company’s needs.

Creating Fields

Standard Fields and Custom Fields

Filter by related entities

Create customised dashboards to analyse business data without requiring advanced technical knowledge.

ForceBI: Customised Dashboard Configuration

Training

Start your Sage Sales Management journey with guided introductions to key areas, features and workflows, and discover where to learn more.

First Steps

Automations in Sage Sales Management help you simplify repetitive tasks by creating custom workflows that run automatically.

Automations: simplify and optimise your daily processes

How to create and test an automation in Sage Sales Management

Discover how to create automation conditions by combining different modules and entities in Sage Sales Management, allowing you to define more precise and flexible rules.

Automations: Can I create conditions combining different modules?

How to detect, review and resolve error in your automations

Automations in Sage Sales Management: how to identify and resolve errors

Automations FAQs

Automate processes and repetitive tasks in Sage Sales Management with automated workflows that save time and reduce errors.

Automations

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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First Steps

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