Getting started
What is Sage Sales Management?What is Sage Sales Management and what are its main features?
How to access Sage Sales Management?
Dashboard WebappBring together all essential tools for managing your commercial activity
Step 1. Accounts
Step 2. Contacts
Step 3. Opportunities
Step 4. Activities
Creating FieldsAdd custom fields to store additional information and thus tailor the data to your company’s needs.
Standard Fields and Custom Fields
Personalize Sage Sales Management
My profile: personalize environment and company settings
Settings
Step 2. User management
Available Plans in Sage Sales ManagementA General Comparison of the Available Plans in Sage Sales Management and Their Features.
How to Import and Export Data Effectively in Sage Sales Management
Confirm Added Features
How to sign up to Sage Sales Management
ForceBI: Customised Dashboard ConfigurationCreate customised dashboards to analyse business data without requiring advanced technical knowledge.
Knowledge base
In depth articles with everything you need to know about our app
What are the usage limits in Sage Sales Management?
Filter by related entities