Getting Started
Begin your learning journey with introductory guides to the main areas, workflows and resources available in Sage Sales Management.
By Jon1 author25 articles
CRM Fundamentals
Learn about the core CRM entities and features to understand how to organise and manage your sales activity.
- Getting started with DashboardsView key sales indicators and explore your data through interactive charts.
- Getting Started with AccountsLearn what accounts are in Sage Sales Management and how to use them to organise your business relationships.
- Getting Started with ContactsDiscover what a contact is in Sage Sales Management.
- Getting started with ActivitiesRecord your sales interactions and keep a history of your work with each customer.
- Getting started with OpportunitiesLearn what Opportunities are in Sage Sales Management, create your first opportunity and start tracking your potential sales.
- Getting started with DocumentsFind your customers’ sales documents and follow their progress through the sales process.
- Getting started with Metrics and ReportsUse your team’s sales activity to understand performance and make decisions.
Products and Orders
Learn how to manage your product catalogue and create sales documents to support your sales process in Sage Sales Management.
- Getting Started with ProductsDiscover how the product catalogue works in Sage Sales Management and learn how to manage the products used in your sales documents.1 article
- Getting Started with OrdersLearn how to create and manage orders in Sage Sales Management using your product catalogue, and discover the main features available to track them.1 article
Expand your CRM
Discover the add-ons, connected products and integrations available to extend the capabilities of Sage Sales Management.
Personalise Sage Sales Management
Learn how to tailor Sage Sales Management to your business using the personalisation options available within the application.
CRM Administration
Learn how to administer and maintain your CRM using the Administration Platform, available with Professional and Performance licences.