Getting Started
Begin your learning journey with introductory guides to the main areas, workflows and resources available in Sage Sales Management.
By Product1 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 DashboardsDiscover what dashboards are in Sage Sales Management and how to view key sales indicators through interactive dashboards.
- Getting Started with AccountsLearn what Companies are in Sage Sales Management, create your first company and discover how this module helps you organise all your business relationships.
- Getting Started with ContactsDiscover what a contact is in Sage Sales Management, how contacts are linked to companies and why they are essential for managing your business relationships.
- Getting started with ActivitiesLearn what Activities are in Sage Sales Management, record your first interaction and discover how to maintain a complete history of your sales activity.
- Getting started with OpportunitiesLearn what Opportunities are in Sage Sales Management, create your first opportunity and start tracking your potential sales.
- Getting started with DocumentsDiscover what documents are in Sage Sales Management and how they help you view and share the sales information generated throughout the sales process.
- Getting started with Metrics and ReportsLearn how Metrics and Reports transforms sales activity into useful information to help you analyse performance and make better 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.