Sage Sales Management

Product Learning

Begin your learning journey with introductory guides to the main areas, workflows and resources available in Sage Sales Management.

Getting Started

Manage the companies, customers, prospects and business relationships that form the foundation of your CRM.

Getting Started with Accounts

Learn about the core CRM entities and features to understand how to organise and manage your sales activity.

CRM Fundamentals

Learn how to manage your product catalogue and create sales documents to support your sales process in Sage Sales Management.

Products and Orders

Discover how the product catalogue works in Sage Sales Management, where to find it and how to start using products in your sales documents.

Getting Started with Products

Discover how the product catalogue works in Sage Sales Management and learn how to manage the products used in your sales documents.

Confirm Added Features

Discover the add-ons, connected products and integrations available to extend the capabilities of Sage Sales Management.

Expand your CRM

Discover how to customise Sage Sales Management by adapting your account, workspace and business using the configuration options available in your environment.

Welcome to Customise Sage Sales Management

Learn how to tailor Sage Sales Management to your business using the personalisation options available within the application.

Personalise Sage Sales Management

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

Discover the Sage Sales Management Administration Platform and explore the main areas used to manage, customise and maintain your CRM.

Welcome to CRM Administration

Learn how to administer and maintain your CRM using the Administration Platform, available with Professional and Performance licences.

CRM Administration

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, requesters and topics for your company.

Insights

Top requesters

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.

{appName} in 60 seconds

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Getting Started

CRM Fundamentals

Products and Orders

Expand your CRM

Personalise Sage Sales Management

CRM Administration

Legal

United Kingdom

South Africa

Legal
United Kingdom	South Africa
Terms and Conditions	Terms and Conditions
Privacy Policy	Privacy Policy