# ForceManager Centro de Ayuda

> La solución para equipos de ventas que se mueven

## English

### Welcome to Sage Sales Management

- [What is Sage Sales Management?](https://support.forcemanager.net/en/articles/8613234-what-is-sage-sales-management.md): What is Sage Sales Management and what are its main features?
- [Available Plans in Sage Sales Management](https://support.forcemanager.net/en/articles/8850787-available-plans-in-sage-sales-management.md): A General Comparison of the Available Plans in Sage Sales Management and Their Features.
- [Usage limits in Sage Sales Management](https://support.forcemanager.net/en/articles/8948844-usage-limits-in-sage-sales-management.md): Understand how the resources available in your licence are managed
- [How to access Sage Sales Management?](https://support.forcemanager.net/en/articles/8613237-how-to-access-sage-sales-management.md): You can access Sage Sales Management through the mobile app or the web version, always using the same login credentials. This article explains how to sign in from each channel.
- [User management](https://support.forcemanager.net/en/articles/8613243-user-management.md): Manager your licenses and users in Sage Sales Management
- [How to sign up to Sage Sales Management](https://support.forcemanager.net/en/articles/8613236-how-to-sign-up-to-sage-sales-management.md)
- [Configure Sage Sales Management before you start](https://support.forcemanager.net/en/articles/8613239-configure-sage-sales-management-before-you-start.md): Prepare your working environment and discover which settings you can configure when you need them
- [Update your profile picture and company logo](https://support.forcemanager.net/en/articles/8613242-update-your-profile-picture-and-company-logo.md): Learn how to change your profile picture and update the logos used in reports and across the Sage Sales Management web and mobile apps.

### Getting Started

- [Getting started with Dashboards](https://support.forcemanager.net/en/articles/15647611-getting-started-with-dashboards.md): Discover what dashboards are in Sage Sales Management and how to view key sales indicators through interactive dashboards.
- [Getting Started with Accounts](https://support.forcemanager.net/en/articles/15646790-getting-started-with-accounts.md): Learn 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 Contacts](https://support.forcemanager.net/en/articles/15647216-getting-started-with-contacts.md): Discover 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 Activities](https://support.forcemanager.net/en/articles/15647227-getting-started-with-activities.md): Learn 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 Opportunities](https://support.forcemanager.net/en/articles/15647250-getting-started-with-opportunities.md): Learn what Opportunities are in Sage Sales Management, create your first opportunity and start tracking your potential sales.
- [Getting started with Documents](https://support.forcemanager.net/en/articles/15647236-getting-started-with-documents.md): Discover 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 Reports](https://support.forcemanager.net/en/articles/15647260-getting-started-with-metrics-and-reports.md): Learn how Metrics and Reports transforms sales activity into useful information to help you analyse performance and make better decisions.
- [Getting Started with Products](https://support.forcemanager.net/en/articles/15943348-getting-started-with-products.md): 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 Orders](https://support.forcemanager.net/en/articles/15943403-getting-started-with-orders.md)
- [Confirm Added Features](https://support.forcemanager.net/en/articles/8613255-confirm-added-features.md)
- [Welcome to Customise Sage Sales Management](https://support.forcemanager.net/en/articles/15897396-welcome-to-customise-sage-sales-management.md): Discover how to customise Sage Sales Management by adapting your account, workspace and business using the configuration options available in your environment.
- [Dashboard Webapp](https://support.forcemanager.net/en/articles/10080229-dashboard-webapp.md): Bring together all essential tools for managing your commercial activity
- [Filter by related entities](https://support.forcemanager.net/en/articles/9094734-filter-by-related-entities.md)
- [ForceBI: Customised Dashboard Configuration](https://support.forcemanager.net/en/articles/10242390-forcebi-customised-dashboard-configuration.md): Create customised dashboards to analyse business data without requiring advanced technical knowledge.
- [How to Import and Export Data Effectively in Sage Sales Management](https://support.forcemanager.net/en/articles/8613507-how-to-import-and-export-data-effectively-in-sage-sales-management.md)
- [Creating Fields](https://support.forcemanager.net/en/articles/8662068-creating-fields.md): Add custom fields to store additional information and thus tailor the data to your company’s needs.
- [Standard Fields and Custom Fields](https://support.forcemanager.net/en/articles/8613246-standard-fields-and-custom-fields.md)
- [Automate your repetitive business processes](https://support.forcemanager.net/en/articles/15897932-automate-your-repetitive-business-processes.md): Discover how Automations can help you eliminate repetitive tasks and optimise your business processes. In this collection, you’ll learn how to create, configure and expand automations tailored to t...
- [Automations: simplify and optimise your daily processes](https://support.forcemanager.net/en/articles/12291109-automations-simplify-and-optimise-your-daily-processes.md): Automations in Sage Sales Management help you simplify repetitive tasks by creating custom workflows that run automatically.
- [How to create and test an automation in Sage Sales Management](https://support.forcemanager.net/en/articles/12602497-how-to-create-and-test-an-automation-in-sage-sales-management.md): How to create and test an automation in Sage Sales Management
- [Automations: Can I create conditions combining different modules?](https://support.forcemanager.net/en/articles/13367332-automations-can-i-create-conditions-combining-different-modules.md): 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 in Sage Sales Management: how to identify and resolve errors](https://support.forcemanager.net/en/articles/12602479-automations-in-sage-sales-management-how-to-identify-and-resolve-errors.md): How to detect, review and resolve error in your automations
- [Automations FAQs](https://support.forcemanager.net/en/articles/12602515-automations-faqs.md)
- [Welcome to CRM Administration](https://support.forcemanager.net/en/articles/15897460-welcome-to-crm-administration.md): Discover the Sage Sales Management Administration Platform and explore the main areas used to manage, customise and maintain your CRM.
- [Step 2. Contacts](https://support.forcemanager.net/en/articles/8613248-step-2-contacts.md)

### FAQ

- [What system information can I view from Sage Sales Management records?](https://support.forcemanager.net/en/articles/11388972-what-system-information-can-i-view-from-sage-sales-management-records.md)
- [How can I merge elements?](https://support.forcemanager.net/en/articles/8613558-how-can-i-merge-elements.md)
- [Contact your clients by WhatsApp](https://support.forcemanager.net/en/articles/8613543-contact-your-clients-by-whatsapp.md)
- [Preview your files before downloading them!](https://support.forcemanager.net/en/articles/8613566-preview-your-files-before-downloading-them.md)
- [Metadata in Sage Sales Management](https://support.forcemanager.net/en/articles/8613521-metadata-in-sage-sales-management.md)
- [Can you keep the filters applied when closing Sage Sales Management and logging back in?](https://support.forcemanager.net/en/articles/8613522-can-you-keep-the-filters-applied-when-closing-sage-sales-management-and-logging-back-in.md)
- [Using Advanced Filters](https://support.forcemanager.net/en/articles/8613523-using-advanced-filters.md)
- [Quick Entity Creation](https://support.forcemanager.net/en/articles/8613526-quick-entity-creation.md)
- [When do I receive notifications?](https://support.forcemanager.net/en/articles/8613530-when-do-i-receive-notifications.md)
- [How to flag an element and what does it imply?](https://support.forcemanager.net/en/articles/8613531-how-to-flag-an-element-and-what-does-it-imply.md)
- [Associated Entity Creation](https://support.forcemanager.net/en/articles/8613520-associated-entity-creation.md)
- [Can I export data?](https://support.forcemanager.net/en/articles/8613542-can-i-export-data.md)
- [How to update your payment method?](https://support.forcemanager.net/en/articles/8912464-how-to-update-your-payment-method.md)
- [What version of Outlook do I need to install the Outlook add-in in Sage Sales Management?](https://support.forcemanager.net/en/articles/9167744-what-version-of-outlook-do-i-need-to-install-the-outlook-add-in-in-sage-sales-management.md)
- [Do you need help?](https://support.forcemanager.net/en/articles/8613572-do-you-need-help.md)
- [Conversational support service](https://support.forcemanager.net/en/articles/8613570-conversational-support-service.md)
- [¿Cómo puedo saber qué versión de navegador tengo?](https://support.forcemanager.net/en/articles/8613606-como-puedo-saber-que-version-de-navegador-tengo.md)
- [What browsers are compatible with Sage Sales Management?](https://support.forcemanager.net/en/articles/8613605-what-browsers-are-compatible-with-sage-sales-management.md)
- [What information can be viewed from the user icon?](https://support.forcemanager.net/en/articles/8613601-what-information-can-be-viewed-from-the-user-icon.md)
- [How do I add users from the trial version?](https://support.forcemanager.net/en/articles/8613600-how-do-i-add-users-from-the-trial-version.md)
- [How can I access a Webinar?](https://support.forcemanager.net/en/articles/8613597-how-can-i-access-a-webinar.md)
- [How to contact support?](https://support.forcemanager.net/en/articles/8613596-how-to-contact-support.md)
- [How to access billing?](https://support.forcemanager.net/en/articles/8613595-how-to-access-billing.md)
- [What are account ratings?](https://support.forcemanager.net/en/articles/8613590-what-are-account-ratings.md)
- [Did you forget your password?](https://support.forcemanager.net/en/articles/8613581-did-you-forget-your-password.md)
- [How to change the language?](https://support.forcemanager.net/en/articles/8613580-how-to-change-the-language.md)
- [How do I sign into the web version?](https://support.forcemanager.net/en/articles/8613575-how-do-i-sign-into-the-web-version.md)
- [How to cancel your Sage Sales Management subscription](https://support.forcemanager.net/en/articles/8613557-how-to-cancel-your-sage-sales-management-subscription.md): Guide for Sage Sales Management \(SSM\) users. This article does not apply to other Sage products or services
- [How to create personalized views in Accounts?](https://support.forcemanager.net/en/articles/8613613-how-to-create-personalized-views-in-accounts.md)
- [Personalise your Sage Sales Management web](https://support.forcemanager.net/en/articles/8613619-personalise-your-sage-sales-management-web.md)
- [How to change my password in Sage Sales Management](https://support.forcemanager.net/en/articles/8613611-how-to-change-my-password-in-sage-sales-management.md)
- [Massive update](https://support.forcemanager.net/en/articles/8613607-massive-update.md)
- [Can custom fields be modified in Sage Sales Management?](https://support.forcemanager.net/en/articles/8613608-can-custom-fields-be-modified-in-sage-sales-management.md)
- [Workflows](https://support.forcemanager.net/en/articles/8613617-workflows.md)
- [¿How to massively geolocate accounts?](https://support.forcemanager.net/en/articles/8613662-how-to-massively-geolocate-accounts.md)
- [Clear cache and cookies](https://support.forcemanager.net/en/articles/8613582-clear-cache-and-cookies.md)
- [How do you edit the geolocation of tasks and events?](https://support.forcemanager.net/en/articles/8613660-how-do-you-edit-the-geolocation-of-tasks-and-events.md)
- [Frequently Asked Questions about Geolocation and Check-in in Sage Sales Management](https://support.forcemanager.net/en/articles/10201077-frequently-asked-questions-about-geolocation-and-check-in-in-sage-sales-management.md): How geolocation and Check-in work in Sage Sales Management, including conditions, purposes, collected data, and security measures.
- [How to differentiate a Check-in from a Visit?](https://support.forcemanager.net/en/articles/8613544-how-to-differentiate-a-check-in-from-a-visit.md)
- [How can I share or send an activity?](https://support.forcemanager.net/en/articles/8613541-how-can-i-share-or-send-an-activity.md)
- [What is a phone call activity?](https://support.forcemanager.net/en/articles/8613538-what-is-a-phone-call-activity.md)
- [How to create customised views in Activities?](https://support.forcemanager.net/en/articles/8613614-how-to-create-customised-views-in-activities.md)
- [The video call as a new sales activity](https://support.forcemanager.net/en/articles/8613618-the-video-call-as-a-new-sales-activity.md)
- [How can I share a task with another user?](https://support.forcemanager.net/en/articles/8613536-how-can-i-share-a-task-with-another-user.md)
- [How to create customized views in Calendar?](https://support.forcemanager.net/en/articles/8613615-how-to-create-customized-views-in-calendar.md)
- [Notifications in web events](https://support.forcemanager.net/en/articles/8613621-notifications-in-web-events.md)
- [How do I customize opportunity statuses?](https://support.forcemanager.net/en/articles/8613620-how-do-i-customize-opportunity-statuses.md)
- [How can I sign a document?](https://support.forcemanager.net/en/articles/8613548-how-can-i-sign-a-document.md)
- [How to add documents to Sage Sales Management](https://support.forcemanager.net/en/articles/8613535-how-to-add-documents-to-sage-sales-management.md)
- [Can a report be deleted?](https://support.forcemanager.net/en/articles/8613539-can-a-report-be-deleted.md)
- [What is an event?](https://support.forcemanager.net/en/articles/8613641-what-is-an-event.md)
- [What is ForceActivity score?](https://support.forcemanager.net/en/articles/8613643-what-is-forceactivity-score.md)
- [Bidirectional synchronisation of email and calendar](https://support.forcemanager.net/en/articles/8613645-bidirectional-synchronisation-of-email-and-calendar.md)
- [Why is my mobile activity not visible on the web application?](https://support.forcemanager.net/en/articles/8613653-why-is-my-mobile-activity-not-visible-on-the-web-application.md)
- [Can I work offline?](https://support.forcemanager.net/en/articles/8613655-can-i-work-offline.md)
- [What does the loading image mean when I create an account?](https://support.forcemanager.net/en/articles/8613659-what-does-the-loading-image-mean-when-i-create-an-account.md)
- [Sync your email with Microsoft Office 365 \(Outlook / Exchange\)](https://support.forcemanager.net/en/articles/14685757-sync-your-email-with-microsoft-office-365-outlook-exchange.md): Set up the synchronisation of your Microsoft Office 365 email with Sage Sales Management to automatically log email activity in the CRM. This process requires permissions in Microsoft Entra ID \(Azu...
- [Videocall recording](https://support.forcemanager.net/en/articles/8613634-videocall-recording.md)
- [How to share a videocall detail with a customer?](https://support.forcemanager.net/en/articles/8613632-how-to-share-a-videocall-detail-with-a-customer.md)
- [Video Check-in or Videocall?](https://support.forcemanager.net/en/articles/8613633-video-check-in-or-videocall.md)
- [What folders and documents are visible in the document manager?](https://support.forcemanager.net/en/articles/8613666-what-folders-and-documents-are-visible-in-the-document-manager.md)
- [Do we comply with information security standards?](https://support.forcemanager.net/en/articles/8613667-do-we-comply-with-information-security-standards.md)
- [How do security copies and data protection work in Sage Sales Management?](https://support.forcemanager.net/en/articles/8613668-how-do-security-copies-and-data-protection-work-in-sage-sales-management.md)
- [Can Sage Sales Management share its clients’ data if it hires the services of a third party?](https://support.forcemanager.net/en/articles/8613669-can-sage-sales-management-share-its-clients-data-if-it-hires-the-services-of-a-third-party.md)
- [Upon client request, is it possible to export client information to another provider?](https://support.forcemanager.net/en/articles/8613670-upon-client-request-is-it-possible-to-export-client-information-to-another-provider.md)
- [In the case of an investigation, can we disclose information with or without the client’s permission?](https://support.forcemanager.net/en/articles/8613671-in-the-case-of-an-investigation-can-we-disclose-information-with-or-without-the-client-s-permission.md)
- [How do I know if I'm running the latest Sage Sales Management version?](https://support.forcemanager.net/en/articles/8613591-how-do-i-know-if-i-m-running-the-latest-sage-sales-management-version.md)
- [How do I know which version of Android my device is running?](https://support.forcemanager.net/en/articles/8613593-how-do-i-know-which-version-of-android-my-device-is-running.md)
- [How do I know if my device is ready to be geolocated?](https://support.forcemanager.net/en/articles/8613663-how-do-i-know-if-my-device-is-ready-to-be-geolocated.md)
- [How to use the microphone for mobile transcription?](https://support.forcemanager.net/en/articles/8613545-how-to-use-the-microphone-for-mobile-transcription.md)
- [Siri Integration](https://support.forcemanager.net/en/articles/8613561-siri-integration.md)
- [iOS Notifications](https://support.forcemanager.net/en/articles/8613565-ios-notifications.md)
- [How do I activate Power Saving Mode?](https://support.forcemanager.net/en/articles/8613547-how-do-i-activate-power-saving-mode.md)
- [Can a draft be saved in Sage Sales Management?](https://support.forcemanager.net/en/articles/8613524-can-a-draft-be-saved-in-sage-sales-management.md)
- [Quick creation from the Dashboard](https://support.forcemanager.net/en/articles/8613525-quick-creation-from-the-dashboard.md)
- [What is the Magic Card?](https://support.forcemanager.net/en/articles/8613529-what-is-the-magic-card.md)
- [How to update your iOS device to the latest version?](https://support.forcemanager.net/en/articles/8613571-how-to-update-your-ios-device-to-the-latest-version.md)
- [What Huawei devices do we support?](https://support.forcemanager.net/en/articles/8613573-what-huawei-devices-do-we-support.md)
- [What are the minimum requirements for Android devices?](https://support.forcemanager.net/en/articles/8613604-what-are-the-minimum-requirements-for-android-devices.md)
- [How do I know which version of Sage Sales Management I am using?](https://support.forcemanager.net/en/articles/8613584-how-do-i-know-which-version-of-sage-sales-management-i-am-using.md)
- [What are the minimum requirements for iOS devices?](https://support.forcemanager.net/en/articles/8613594-what-are-the-minimum-requirements-for-ios-devices.md)
- [How do I clear the cache on my mobile device?](https://support.forcemanager.net/en/articles/8613583-how-do-i-clear-the-cache-on-my-mobile-device.md)
- [What is the post-call report?](https://support.forcemanager.net/en/articles/8613534-what-is-the-post-call-report.md)
- [Add photos to your activities](https://support.forcemanager.net/en/articles/8613527-add-photos-to-your-activities.md)
- [What is the dashboard?](https://support.forcemanager.net/en/articles/8613636-what-is-the-dashboard.md)
- [How to refresh data from the mobile app](https://support.forcemanager.net/en/articles/8613658-how-to-refresh-data-from-the-mobile-app.md)
- [Do you know the new Widgets on iOS?](https://support.forcemanager.net/en/articles/8613625-do-you-know-the-new-widgets-on-ios.md)
- [How to write in forms from my iPad?](https://support.forcemanager.net/en/articles/8613626-how-to-write-in-forms-from-my-ipad.md)
- [How to add a drawing or sketch in ForceManager? ](https://support.forcemanager.net/en/articles/8613627-how-to-add-a-drawing-or-sketch-in-forcemanager.md)
- [Get to know the Live Text feature](https://support.forcemanager.net/en/articles/8613622-get-to-know-the-live-text-feature.md)
- [Get to know XLarge widget](https://support.forcemanager.net/en/articles/8613623-get-to-know-xlarge-widget.md)
- [Set up a Notification Summary](https://support.forcemanager.net/en/articles/8613624-set-up-a-notification-summary.md)
- [Mobile Call Synchronisation in Sage Sales Management](https://support.forcemanager.net/en/articles/10626560-mobile-call-synchronisation-in-sage-sales-management.md)
- [Configure Call Synchronisation on Android - Sage Sales Management Call Tracker](https://support.forcemanager.net/en/articles/8613649-configure-call-synchronisation-on-android-sage-sales-management-call-tracker.md)
- [Configure Call Synchronisation on iOS – Caller ID](https://support.forcemanager.net/en/articles/10626570-configure-call-synchronisation-on-ios-caller-id.md)

### Sage Copilot

- [Sage Copilot: Artificial Intelligence to Accelerate Your Sales](https://support.forcemanager.net/en/articles/8650047-sage-copilot-artificial-intelligence-to-accelerate-your-sales.md): Introduction to Sage Copilot the Artificial intelligence of Sage Sales Management.
- [Sage Copilot: Copilot Insights](https://support.forcemanager.net/en/articles/11483868-sage-copilot-copilot-insights.md): Sage Copilot in Companies
- [Sage Copilot: Instant summaries from the Activities, Opportunities and Orders blocks](https://support.forcemanager.net/en/articles/11483849-sage-copilot-instant-summaries-from-the-activities-opportunities-and-orders-blocks.md)
- [Sage Copilot: Scan Card](https://support.forcemanager.net/en/articles/8613424-sage-copilot-scan-card.md)
- [Voice Actions: Register Information Faster with Sage Copilot](https://support.forcemanager.net/en/articles/8613426-voice-actions-register-information-faster-with-sage-copilot.md): Use Sage Copilot to create new records or complete existing information using natural language. Describe what you need using text, voice, images or documents, and let Copilot prepare a proposal for...
- [Sage Copilot: How to enhance your commercial tracking with Email Marketing](https://support.forcemanager.net/en/articles/8974785-sage-copilot-how-to-enhance-your-commercial-tracking-with-email-marketing.md): Enhance your commercial tracking with emails from Sage Sales Management: Personalization with Sage Copilot, email tracking, and much more...
- [Sage Copilot: How to Boost Your Sales Follow-up with Email Marketing from Your Mobile Device](https://support.forcemanager.net/en/articles/10040933-sage-copilot-how-to-boost-your-sales-follow-up-with-email-marketing-from-your-mobile-device.md): How to Boost Your Sales Follow-up with Mobile Email Marketing
- [Sage Copilot: Start using Email Marketing](https://support.forcemanager.net/en/articles/9046598-sage-copilot-start-using-email-marketing.md): Short guide on your first steps using Email Marketing
- [Sage Copilot: How to use templates with Email Marketing](https://support.forcemanager.net/en/articles/9166968-sage-copilot-how-to-use-templates-with-email-marketing.md): Create, save and use email templates in plain text format.
- [Mass Emails](https://support.forcemanager.net/en/articles/9419752-mass-emails.md): How to Use Email Marketing to Send Mass Emails from Sage Sales Management
- [What does email tracking functionality entail and how can it comply with GDPR regulations?](https://support.forcemanager.net/en/articles/9082560-what-does-email-tracking-functionality-entail-and-how-can-it-comply-with-gdpr-regulations.md): Description of email tracking functionality and details of the actions to be taken to comply with GDPR.
- [FAQS](https://support.forcemanager.net/en/articles/9046571-faqs.md): Frequently Asked Questions about our Email Marketing tool
- [Sage Copilot: How to Use Sage Copilot in Your Emails](https://support.forcemanager.net/en/articles/9324287-sage-copilot-how-to-use-sage-copilot-in-your-emails.md): Discover how Sage Copilot enhances Email Marketing when replying, sending, and drafting emails, saving time and increasing efficiency.

### Accounts

- [Understanding Accounts](https://support.forcemanager.net/en/articles/15646825-understanding-accounts.md): Understand how Accounts help you organise, classify and manage the organisations you work with in Sage Sales Management.
- [How to access accounts?](https://support.forcemanager.net/en/articles/8613257-how-to-access-accounts.md)
- [How can I merge accounts?](https://support.forcemanager.net/en/articles/8613274-how-can-i-merge-accounts.md)
- [How does the account map feature work?](https://support.forcemanager.net/en/articles/8613273-how-does-the-account-map-feature-work.md)
- [Can accounts be filtered and searched?](https://support.forcemanager.net/en/articles/8613272-can-accounts-be-filtered-and-searched.md)
- [What do the icons featured in the list of accounts on the mobile application mean?](https://support.forcemanager.net/en/articles/8613271-what-do-the-icons-featured-in-the-list-of-accounts-on-the-mobile-application-mean.md)
- [How do I manage account recommendations?](https://support.forcemanager.net/en/articles/8613270-how-do-i-manage-account-recommendations.md)
- [How to add images to your accounts?](https://support.forcemanager.net/en/articles/8613269-how-to-add-images-to-your-accounts.md)
- [How can I relate accounts?](https://support.forcemanager.net/en/articles/8613267-how-can-i-relate-accounts.md)
- [What are the Featured Fields?](https://support.forcemanager.net/en/articles/8613265-what-are-the-featured-fields.md)
- [What fields are shown in an account file?](https://support.forcemanager.net/en/articles/8613264-what-fields-are-shown-in-an-account-file.md)
- [Geolocating accounts](https://support.forcemanager.net/en/articles/8613263-geolocating-accounts.md)
- [How to edit or delete accounts?](https://support.forcemanager.net/en/articles/8613261-how-to-edit-or-delete-accounts.md)
- [how to add accounts manually?](https://support.forcemanager.net/en/articles/8613260-how-to-add-accounts-manually.md)
- [How to add an account?](https://support.forcemanager.net/en/articles/8613259-how-to-add-an-account.md)
- [Visit Scheduler](https://support.forcemanager.net/en/articles/9095822-visit-scheduler.md): Select multiple companies, schedule events quickly for specific dates, streamlining user work planning like never before.
- [Commercial Route Planner](https://support.forcemanager.net/en/articles/9344821-commercial-route-planner.md): Optimise the efficiency and productivity of your sales team through better route organisation.
- [What is an account?](https://support.forcemanager.net/en/articles/8613637-what-is-an-account.md)

### Contacts

- [What is a contact?](https://support.forcemanager.net/en/articles/8613275-what-is-a-contact.md)
- [How to access contacts](https://support.forcemanager.net/en/articles/8613276-how-to-access-contacts.md)
- [How to add a contact?](https://support.forcemanager.net/en/articles/8613277-how-to-add-a-contact.md)
- [How can I add an image to a contact?](https://support.forcemanager.net/en/articles/8613278-how-can-i-add-an-image-to-a-contact.md)
- [How to add a contact with Scan Card](https://support.forcemanager.net/en/articles/8613279-how-to-add-a-contact-with-scan-card.md)
- [What fields does a contact have?](https://support.forcemanager.net/en/articles/8613280-what-fields-does-a-contact-have.md)
- [What options are given in a contact file?](https://support.forcemanager.net/en/articles/8613282-what-options-are-given-in-a-contact-file.md)
- [How to edit or delete contacts](https://support.forcemanager.net/en/articles/8613283-how-to-edit-or-delete-contacts.md)
- [How can I merge contacts?](https://support.forcemanager.net/en/articles/8613284-how-can-i-merge-contacts.md)

### Activity

- [Understanding the difference between Activities, Tasks and Events](https://support.forcemanager.net/en/articles/12579879-understanding-the-difference-between-activities-tasks-and-events.md)
- [How to export my activity](https://support.forcemanager.net/en/articles/8613316-how-to-export-my-activity.md)
- [What is an activity?](https://support.forcemanager.net/en/articles/8613304-what-is-an-activity.md)
- [Apply filters to your activities](https://support.forcemanager.net/en/articles/8613311-apply-filters-to-your-activities.md)
- [How to access activity](https://support.forcemanager.net/en/articles/8613306-how-to-access-activity.md)
- [Activities list features](https://support.forcemanager.net/en/articles/8613307-activities-list-features.md)
- [What types of activity are there?](https://support.forcemanager.net/en/articles/8613317-what-types-of-activity-are-there.md)
- [What details are given in an activity file?](https://support.forcemanager.net/en/articles/8613312-what-details-are-given-in-an-activity-file.md)
- [WhatsApp activities in Sage Sales Management](https://support.forcemanager.net/en/articles/8613324-whatsapp-activities-in-sage-sales-management.md)
- [Link Emails and Calls to Opportunities](https://support.forcemanager.net/en/articles/8613325-link-emails-and-calls-to-opportunities.md)
- [What is a task?](https://support.forcemanager.net/en/articles/8613343-what-is-a-task.md)
- [How to access tasks?](https://support.forcemanager.net/en/articles/8613344-how-to-access-tasks.md)
- [What fields do tasks have?](https://support.forcemanager.net/en/articles/8613346-what-fields-do-tasks-have.md)
- [How to add a task?](https://support.forcemanager.net/en/articles/8613347-how-to-add-a-task.md)
- [What options do task lists give you?](https://support.forcemanager.net/en/articles/8613348-what-options-do-task-lists-give-you.md)
- [Attach images to your Activities](https://support.forcemanager.net/en/articles/8613309-attach-images-to-your-activities.md)
- [How to edit or delete an activity?](https://support.forcemanager.net/en/articles/8613310-how-to-edit-or-delete-an-activity.md)
- [How to add an activity](https://support.forcemanager.net/en/articles/8613308-how-to-add-an-activity.md)
- [How can I share or send an activity?](https://support.forcemanager.net/en/articles/8613313-how-can-i-share-or-send-an-activity.md)
- [How is a conversation structured in Sage Sales Management?](https://support.forcemanager.net/en/articles/8613329-how-is-a-conversation-structured-in-sage-sales-management.md)
- [Conversations in Activities](https://support.forcemanager.net/en/articles/8613328-conversations-in-activities.md)
- [Conversations in Activities - Start a Conversation](https://support.forcemanager.net/en/articles/8613330-conversations-in-activities-start-a-conversation.md)
- [Conversations in Activities - Notifications](https://support.forcemanager.net/en/articles/8613331-conversations-in-activities-notifications.md)
- [Conversations in Activities- FAQs](https://support.forcemanager.net/en/articles/8613332-conversations-in-activities-faqs.md)
- [Add your Outlook emails to your Activities](https://support.forcemanager.net/en/articles/8613326-add-your-outlook-emails-to-your-activities.md)
- [How can I view my daily route?](https://support.forcemanager.net/en/articles/8613323-how-can-i-view-my-daily-route.md)
- [Compared Daily Route](https://support.forcemanager.net/en/articles/9273074-compared-daily-route.md): A Useful Visit Tracking Tool for Sales Team Leaders
- [What is a visit report?](https://support.forcemanager.net/en/articles/8613315-what-is-a-visit-report.md)
- [Check-in: log visits and report by voice in Sage Sales Management](https://support.forcemanager.net/en/articles/8613318-check-in-log-visits-and-report-by-voice-in-sage-sales-management.md): Check-in allows you to log customer visits directly from the Sage Sales Management mobile app, either manually or using voice with Sage Copilot.
- [Check-in greater than 350 meters](https://support.forcemanager.net/en/articles/8613319-check-in-greater-than-350-meters.md)
- [What is the Check-out?](https://support.forcemanager.net/en/articles/8613320-what-is-the-check-out.md)
- [What is a Fast Check-in?](https://support.forcemanager.net/en/articles/8613322-what-is-a-fast-check-in.md)
- [What is the calendar?](https://support.forcemanager.net/en/articles/8613333-what-is-the-calendar.md)
- [How to access your calendar](https://support.forcemanager.net/en/articles/8613334-how-to-access-your-calendar.md)
- [In what viewing formats can I see the calendar?](https://support.forcemanager.net/en/articles/8613335-in-what-viewing-formats-can-i-see-the-calendar.md)
- [What does the map option on the calendar menu do?](https://support.forcemanager.net/en/articles/8613337-what-does-the-map-option-on-the-calendar-menu-do.md)
- [How to add an event](https://support.forcemanager.net/en/articles/8613338-how-to-add-an-event.md)
- [How to add attendees to an event](https://support.forcemanager.net/en/articles/8613339-how-to-add-attendees-to-an-event.md)
- [What can you see from the detail of an event?](https://support.forcemanager.net/en/articles/8613340-what-can-you-see-from-the-detail-of-an-event.md)
- [How to do a Check-in if a visit has been scheduled on the Calendar?](https://support.forcemanager.net/en/articles/8613341-how-to-do-a-check-in-if-a-visit-has-been-scheduled-on-the-calendar.md)
- [Report your videocalls automatically](https://support.forcemanager.net/en/articles/8613342-report-your-videocalls-automatically.md)
- [Outlook Calendar Synchronisation via CalDAV](https://support.forcemanager.net/en/articles/11477294-outlook-calendar-synchronisation-via-caldav.md)

### Opportunities

- [What is an opportunity?](https://support.forcemanager.net/en/articles/8613285-what-is-an-opportunity.md)
- [How to access opportunities?](https://support.forcemanager.net/en/articles/8613287-how-to-access-opportunities.md)
- [How to add an opportunity](https://support.forcemanager.net/en/articles/8613288-how-to-add-an-opportunity.md)
- [What fields does an opportunity have?](https://support.forcemanager.net/en/articles/8613289-what-fields-does-an-opportunity-have.md)
- [What options can be found in an Opportunity file?](https://support.forcemanager.net/en/articles/8613290-what-options-can-be-found-in-an-opportunity-file.md)
- [How to Check-in from an opportunity?](https://support.forcemanager.net/en/articles/8613291-how-to-check-in-from-an-opportunity.md)
- [How to filter or search opportunities?](https://support.forcemanager.net/en/articles/8613293-how-to-filter-or-search-opportunities.md)
- [What is the meaning of the icons shown in the opportunity list on the mobile app?](https://support.forcemanager.net/en/articles/8613294-what-is-the-meaning-of-the-icons-shown-in-the-opportunity-list-on-the-mobile-app.md)
- [How to edit or delete an opportunity](https://support.forcemanager.net/en/articles/8613296-how-to-edit-or-delete-an-opportunity.md)
- [How to geolocalize new opportunities?](https://support.forcemanager.net/en/articles/8613298-how-to-geolocalize-new-opportunities.md)
- [What is the Opportunities Pipeline?](https://support.forcemanager.net/en/articles/8613299-what-is-the-opportunities-pipeline.md)
- [Multiple Pipelines](https://support.forcemanager.net/en/articles/8613301-multiple-pipelines.md)
- [How can I merge opportunities?](https://support.forcemanager.net/en/articles/8613302-how-can-i-merge-opportunities.md)
- [What is a pipeline?](https://support.forcemanager.net/en/articles/8613303-what-is-a-pipeline.md)

### Products

- [How to Manage Your Products in Sage Sales Manager](https://support.forcemanager.net/en/articles/8613366-how-to-manage-your-products-in-sage-sales-manager.md)
- [Units of Measure in Sage Sales Management](https://support.forcemanager.net/en/articles/15463398-units-of-measure-in-sage-sales-management.md): Manage multiple units of measure for the same product in Sage Sales Management, using conversion rules and quantity controls to ensure consistent product management and sales document accuracy.
- [Understanding Products](https://support.forcemanager.net/en/articles/15969325-understanding-products.md): Discover how the product catalogue works in Sage Sales Management and access all the documentation related to product management from a single place.

### Quotes & Orders

- [What is an order?](https://support.forcemanager.net/en/articles/8613372-what-is-an-order.md)
- [How to edit an order](https://support.forcemanager.net/en/articles/8613373-how-to-edit-an-order.md)
- [How to Add a Shipping Address to an Order?](https://support.forcemanager.net/en/articles/8613374-how-to-add-a-shipping-address-to-an-order.md)
- [How to add orders?](https://support.forcemanager.net/en/articles/8613375-how-to-add-orders.md)
- [Add products to an order](https://support.forcemanager.net/en/articles/8613376-add-products-to-an-order.md)
- [How to share an order?](https://support.forcemanager.net/en/articles/8613378-how-to-share-an-order.md)
- [How to sign orders?](https://support.forcemanager.net/en/articles/8613379-how-to-sign-orders.md)
- [How to filter or search for orders?](https://support.forcemanager.net/en/articles/8613380-how-to-filter-or-search-for-orders.md)
- [Managing transport costs in Sage Sales Management](https://support.forcemanager.net/en/articles/15029005-managing-transport-costs-in-sage-sales-management.md): The Transport Costs feature allows you to display shipping or transport amounts in sales documents using products configured as transport items.
- [Tax management in Sage Sales Management](https://support.forcemanager.net/en/articles/15054052-tax-management-in-sage-sales-management.md): The Core Tax Management feature allows you to manage taxes directly in Sage Sales Management using customer tax profiles, product base tax types and tax calculations within sales documents.
- [Sales Order financial summary](https://support.forcemanager.net/en/articles/15055855-sales-order-financial-summary.md): The new Sales Order financial summary provides a clearer and more structured overview of the main financial amounts within sales orders.
- [Apply discounts to sales records](https://support.forcemanager.net/en/articles/15476335-apply-discounts-to-sales-records.md): Apply discounts using amounts or percentages in quotes and orders, either at document level or product line level, and automatically view their impact on calculated totals.

### Documents

- [What are the documents?](https://support.forcemanager.net/en/articles/8613349-what-are-the-documents.md)
- [How does the documents menu work?](https://support.forcemanager.net/en/articles/8613351-how-does-the-documents-menu-work.md)
- [How can I search for documents?](https://support.forcemanager.net/en/articles/8613352-how-can-i-search-for-documents.md)
- [How to add a document?](https://support.forcemanager.net/en/articles/8613353-how-to-add-a-document.md)
- [How can documents be added to an account file?](https://support.forcemanager.net/en/articles/8613354-how-can-documents-be-added-to-an-account-file.md)
- [How to edit or delete a folder or document](https://support.forcemanager.net/en/articles/8613355-how-to-edit-or-delete-a-folder-or-document.md)
- [What actions can be performed on a document?](https://support.forcemanager.net/en/articles/8613356-what-actions-can-be-performed-on-a-document.md)

### Metrics

- [Sales Analytics](https://support.forcemanager.net/en/articles/8613387-sales-analytics.md)
- [Conversion: Accounts Funnel](https://support.forcemanager.net/en/articles/8613400-conversion-accounts-funnel.md)
- [Conversion: Opportunity Funnel](https://support.forcemanager.net/en/articles/8613398-conversion-opportunity-funnel.md)
- [Intensity: Activity Ranking](https://support.forcemanager.net/en/articles/8613392-intensity-activity-ranking.md)
- ['Opportunities forecast' Graph](https://support.forcemanager.net/en/articles/8613396-opportunities-forecast-graph.md)
- [Chart: "Activity Indicators"](https://support.forcemanager.net/en/articles/8613399-chart-activity-indicators.md): Configure the chart to optimally analyse activity trends in Sage Sales Management and make better strategic decisions.
- [Conversion: Opportunity Pipeline](https://support.forcemanager.net/en/articles/8613395-conversion-opportunity-pipeline.md)
- [Intensity: Activity Indicators](https://support.forcemanager.net/en/articles/8613391-intensity-activity-indicators.md): With this functionality, you can monitor all commercial activities in detail and optimise your sales strategies.
- [Intensity: Goals](https://support.forcemanager.net/en/articles/8613389-intensity-goals.md): With this functionality, you can easily manage your goals while keeping full control over your commercial performance.
- [Intensity: Activity](https://support.forcemanager.net/en/articles/8613388-intensity-activity.md)
- [Activity Score: Measure and Improve Commercial Performance](https://support.forcemanager.net/en/articles/8613386-activity-score-measure-and-improve-commercial-performance.md): Optimise your commercial strategy by measuring what truly matters.
- [Distribution: Most Active Companies](https://support.forcemanager.net/en/articles/8613404-distribution-most-active-companies.md)
- [Distribution: Portfolio Coverage](https://support.forcemanager.net/en/articles/8613393-distribution-portfolio-coverage.md): With this feature, you can improve visit management and optimise your commercial resources.
- [Widget Manager](https://support.forcemanager.net/en/articles/8613384-widget-manager.md)
- [Conversion: Sales Ranking](https://support.forcemanager.net/en/articles/8613409-conversion-sales-ranking.md)
- [Conversion: Activity / Sales Diagram](https://support.forcemanager.net/en/articles/8613408-conversion-activity-sales-diagram.md)
- [Distribution: Hourly Distribution](https://support.forcemanager.net/en/articles/8613407-distribution-hourly-distribution.md)
- [What is a report?](https://support.forcemanager.net/en/articles/8613357-what-is-a-report.md)
- [How to access reports](https://support.forcemanager.net/en/articles/8613358-how-to-access-reports.md)
- [What types of report are there?](https://support.forcemanager.net/en/articles/8613359-what-types-of-report-are-there.md)
- [Goal History Report in Sage Sales Management](https://support.forcemanager.net/en/articles/8613360-goal-history-report-in-sage-sales-management.md): The Goal History Report in Sage Sales Management provides a clear and structured view of goal progress.
- [Weekly activity report for Starter plans](https://support.forcemanager.net/en/articles/8613361-weekly-activity-report-for-starter-plans.md): This weekly activity report enables managers to monitor performance trends, engagement levels, and opportunity management effectively.
- [Weekly activity report for Professional and Performance plans.](https://support.forcemanager.net/en/articles/8613362-weekly-activity-report-for-professional-and-performance-plans.md)
- [Aggregate scoreboard report](https://support.forcemanager.net/en/articles/8613363-aggregate-scoreboard-report.md)
- [Non-visited accounts report \(by visit cycle\)](https://support.forcemanager.net/en/articles/8613364-non-visited-accounts-report-by-visit-cycle.md)
- [Opportunities report](https://support.forcemanager.net/en/articles/8613365-opportunities-report.md)
- [How to Embed Power BI Dashboards in Sage Sales Management](https://support.forcemanager.net/en/articles/11831076-how-to-embed-power-bi-dashboards-in-sage-sales-management.md)
- [Dashboards](https://support.forcemanager.net/en/articles/8698123-dashboards.md): Business Intelligence designed to collect business insights and enhance your sales strategy.
- [Analytics Pro](https://support.forcemanager.net/en/articles/9031927-analytics-pro.md): Business Intelligence to move your sales

### Integrations

- [Mailchimp Integration with Sage Sales Management](https://support.forcemanager.net/en/articles/8613454-mailchimp-integration-with-sage-sales-management.md): With this integration, you can optimise email marketing campaigns directly from Sage Sales Management.
- [Zendesk](https://support.forcemanager.net/en/articles/8613458-zendesk.md)
- [Outlook Plugin](https://support.forcemanager.net/en/articles/8867038-outlook-plugin.md): Boost your productivity by integrating Sage Sales Management into your Outlook inbox.
- [Ringover](https://support.forcemanager.net/en/articles/10819286-ringover.md): Sage Sales Management integration with Ringover for centralise call management.
- [Zoom](https://support.forcemanager.net/en/articles/8613459-zoom.md)
- [Microsoft Teams](https://support.forcemanager.net/en/articles/8613456-microsoft-teams.md)
- [Zapier](https://support.forcemanager.net/en/articles/8613457-zapier.md)
- [What Integration Options Are Available for Zapier in Sage Sales Management?](https://support.forcemanager.net/en/articles/8867182-what-integration-options-are-available-for-zapier-in-sage-sales-management.md)
- [Introduction to the Integration of Sage Sales Management with Make](https://support.forcemanager.net/en/articles/8613455-introduction-to-the-integration-of-sage-sales-management-with-make.md)
- [Creating Workflows with Sage Sales Management and Make](https://support.forcemanager.net/en/articles/10575389-creating-workflows-with-sage-sales-management-and-make.md)

### Integrations with Sage

- [Sales Record synchronisation status widget](https://support.forcemanager.net/en/articles/12993856-sales-record-synchronisation-status-widget.md): The synchronisation status widget shows you the current stage of a record synchronisation between Sage Sales Management and Sage. It helps you clearly track progress and start the synchronisation w...
- [Synchronisation status with Sage](https://support.forcemanager.net/en/articles/14107290-synchronisation-status-with-sage.md)
- [Sage 50 UKI: How the Sage 50 UKI Connector Works. Synchronisation Logic and Capabilities](https://support.forcemanager.net/en/articles/9424416-sage-50-uki-how-the-sage-50-uki-connector-works-synchronisation-logic-and-capabilities.md): Enhance your business operations by synchronising data between Sage Sales Management and Sage50 UK.
- [Sage 50 UKI: How can I use the Sage 50 UKI and Sage Sales Management Connector?](https://support.forcemanager.net/en/articles/9419148-sage-50-uki-how-can-i-use-the-sage-50-uki-and-sage-sales-management-connector.md): This is the installation guide for Sage Sales Management Connector and its Add-on for Sage50 UKI.
- [Sage 50 UKI: Download Sage 50 UKI connector](https://support.forcemanager.net/en/articles/10053255-sage-50-uki-download-sage-50-uki-connector.md): Check the latest versions of Sage 50 UKI Connector
- [Sage 50 UKI: Managing Users in the Sage Sales Management and Sage Accounting Integration](https://support.forcemanager.net/en/articles/10974967-sage-50-uki-managing-users-in-the-sage-sales-management-and-sage-accounting-integration.md): how users are synchronised between Sage Sales Management and Sage Accounting, ensuring consistent access, correct licence usage
- [Sage 50 UKI: Accounts](https://support.forcemanager.net/en/articles/10973044-sage-50-uki-accounts.md)
- [Sage 50 UKI: Contacts](https://support.forcemanager.net/en/articles/10973061-sage-50-uki-contacts.md)
- [Sage 50 UKI: Products](https://support.forcemanager.net/en/articles/10973067-sage-50-uki-products.md)
- [Sage 50 UKI: Quotations](https://support.forcemanager.net/en/articles/10973074-sage-50-uki-quotations.md)
- [Sage 50 UKI: How to send a Quote from Sage Sales Management to Sage 50?](https://support.forcemanager.net/en/articles/10234972-sage-50-uki-how-to-send-a-quote-from-sage-sales-management-to-sage-50.md): Sync Quotes with Sage 50 to validate pricing and finalize their status, with further edits managed in Sage 50.
- [Sage 50 UKI: Prospects](https://support.forcemanager.net/en/articles/10973281-sage-50-uki-prospects.md)
- [Sage 50 UKI: Creating and Managing a Quotation](https://support.forcemanager.net/en/articles/10973134-sage-50-uki-creating-and-managing-a-quotation.md)
- [Connect Sage 50 UK to an existing implementation](https://support.forcemanager.net/en/articles/12275352-connect-sage-50-uk-to-an-existing-implementation.md): Learn how to reconnect the Sage 50 UK connector to an existing Sage Sales Management implementation step by step.
- [How to create a user in Sage 50 UKI](https://support.forcemanager.net/en/articles/13348907-how-to-create-a-user-in-sage-50-uki.md)
- [Sage 50 UKI: Frequently Asked Questions \(FAQs\)](https://support.forcemanager.net/en/articles/9424441-sage-50-uki-frequently-asked-questions-faqs.md)
- [Sage 50 UKI: Has synchronisation stopped working?](https://support.forcemanager.net/en/articles/11515497-sage-50-uki-has-synchronisation-stopped-working.md): How to solve synchronisation errors with the Sage 50 UKI connector
- [Sage 50 UKI: Configure the Sage 50 version used in the connector](https://support.forcemanager.net/en/articles/11515517-sage-50-uki-configure-the-sage-50-version-used-in-the-connector.md)

### Add-ons

- [Email Campaigns](https://support.forcemanager.net/en/articles/15272289-email-campaigns.md): Email Campaigns is a Sage Sales Management add-on designed to create, send and track bulk email campaigns directly from the platform.
- [Configure a sender identity for email campaigns](https://support.forcemanager.net/en/articles/15272378-configure-a-sender-identity-for-email-campaigns.md): Before sending campaigns from Marketing Campaigns, you must configure a sender identity. This configuration defines how recipients will see your emails and helps ensure better deliverability.
- [Verify your domain for email campaigns](https://support.forcemanager.net/en/articles/14960435-verify-your-domain-for-email-campaigns.md): Before sending email campaigns, you need to authenticate your domain. This step ensures your emails are trusted by providers like Gmail or Outlook, improving deliverability and preventing messages ...
- [Create and manage email templates](https://support.forcemanager.net/en/articles/15272466-create-and-manage-email-templates.md): The Templates section in Email Campaigns allows you to create reusable email designs for your campaigns. You can use either a visual editor or an HTML.
- [Create and send an email campaign](https://support.forcemanager.net/en/articles/15272586-create-and-send-an-email-campaign.md): The campaign creation process guides you through configuring the sender, recipients, subject and email design step by step, helping you deliver more secure, targeted and effective email campaigns.
- [Prepare subscribers and Marketing Status](https://support.forcemanager.net/en/articles/15272432-prepare-subscribers-and-marketing-status.md): Before sending an email campaign, you need to prepare the records that will be eligible to receive marketing communications.
- [Manage the Marketing Status of Accounts and Contacts](https://support.forcemanager.net/en/articles/16050154-manage-the-marketing-status-of-accounts-and-contacts.md): Manage the Marketing Status of Accounts and Contacts, view its change history and understand how different events affect recipient consent.
- [Manage recipient lists](https://support.forcemanager.net/en/articles/16050790-manage-recipient-lists.md): Create and manage recipient lists to group Accounts and Contacts and reuse them as target audiences for your email campaigns.
- [Understand campaign metrics and analytics](https://support.forcemanager.net/en/articles/15272643-understand-campaign-metrics-and-analytics.md): Email Campaigns provides metrics and analytics that allow you to evaluate the performance of your email campaigns directly from Sage Sales Management.
- [Goal Management](https://support.forcemanager.net/en/articles/8613463-goal-management.md): Goal Management in Sage Sales Management
- [Goal Manager: Types of Goal Assignments](https://support.forcemanager.net/en/articles/8613464-goal-manager-types-of-goal-assignments.md)
- [Goal Manager: Configuring Goals](https://support.forcemanager.net/en/articles/10575980-goal-manager-configuring-goals.md)
- [News Manager: Effective Internal Communication in Sage Sales Management](https://support.forcemanager.net/en/articles/8613462-news-manager-effective-internal-communication-in-sage-sales-management.md)
- [Sales Campaigns in Sage Sales Management](https://support.forcemanager.net/en/articles/8613461-sales-campaigns-in-sage-sales-management.md): Sales Campaigns allows you to organise, launch and track sales campaigns directly from Sage Sales Management.
- [Configure Sales Campaigns](https://support.forcemanager.net/en/articles/10600009-configure-sales-campaigns.md): Sales Campaigns configuration allows you to define permissions, manage campaigns and control which actions users can perform depending on the status of each campaign
- [Sales Campaigns: FAQ and troubleshooting](https://support.forcemanager.net/en/articles/15175750-sales-campaigns-faq-and-troubleshooting.md): This article gathers the most common questions related to Sales Campaigns in Sage Sales Management.
- [SignatureManager](https://support.forcemanager.net/en/articles/8613465-signaturemanager.md)
- [The Legality of Digital Signatures by Country](https://support.forcemanager.net/en/articles/8870735-the-legality-of-digital-signatures-by-country.md): This article provides information compiled by the service provider Signaturit.
- [Signature Manager: How to Use Signature Manager on the Web and Mobile Devices](https://support.forcemanager.net/en/articles/10576859-signature-manager-how-to-use-signature-manager-on-the-web-and-mobile-devices.md): Signature Manager allows you to manage the signing of PDF or DOC documents directly from Sage Sales Management.
- [Sage Copilot: Personalised Assistant](https://support.forcemanager.net/en/articles/9464351-sage-copilot-personalised-assistant.md)
- [Sage Copilot: Intelligent Voice Reporting](https://support.forcemanager.net/en/articles/9616213-sage-copilot-intelligent-voice-reporting.md): AI-powered voice activity reporting with Sage Copilot
- [Sage Copilot: Intelligent Voice Reporting. Fill in forms with Sage Copilot](https://support.forcemanager.net/en/articles/11623506-sage-copilot-intelligent-voice-reporting-fill-in-forms-with-sage-copilot.md)

### API DEVELOPER'S GUIDE

- [Version 4](https://support.forcemanager.net/en/articles/8613470-version-4.md)
- [Introduction](https://support.forcemanager.net/en/articles/8613471-introduction.md)
- [Requirements](https://support.forcemanager.net/en/articles/8613472-requirements.md)
- [Using cURL to consume Sage Sales Management API](https://support.forcemanager.net/en/articles/8613473-using-curl-to-consume-sage-sales-management-api.md)
- [Service Endpoint](https://support.forcemanager.net/en/articles/8613474-service-endpoint.md)
- [Data transfer](https://support.forcemanager.net/en/articles/8613475-data-transfer.md)
- [Authentication in Sage Sales Management API](https://support.forcemanager.net/en/articles/8613476-authentication-in-sage-sales-management-api.md)
- [Sage Sales Management API versions](https://support.forcemanager.net/en/articles/8613477-sage-sales-management-api-versions.md)
- [Entity types](https://support.forcemanager.net/en/articles/8613478-entity-types.md)
- [Using RESTful API](https://support.forcemanager.net/en/articles/8613479-using-restful-api.md)
- [Annex I. Examples](https://support.forcemanager.net/en/articles/8613480-annex-i-examples.md)
- [Annex II. Sage Sales Management Query Language](https://support.forcemanager.net/en/articles/8613481-annex-ii-sage-sales-management-query-language.md)
- [JAVA examples](https://support.forcemanager.net/en/articles/8613482-java-examples.md)
- [C\# .NET examples](https://support.forcemanager.net/en/articles/8613483-c-net-examples.md)

### Admin Sage Sales Management

- [What is a Branch in Sage Sales Management \(SSM\)?](https://support.forcemanager.net/en/articles/13333593-what-is-a-branch-in-sage-sales-management-ssm.md): Understand how Branches work in Sage Sales Management to manage data visibility, user access and record segmentation across environments.
- [Multi-Environment: working with different groups of companies](https://support.forcemanager.net/en/articles/13713112-multi-environment-working-with-different-groups-of-companies.md): Multi-Environment allows you to manage different groups of companies independently within the same application.
- [What is the Admin user of Sage Sales Management?](https://support.forcemanager.net/en/articles/8613190-what-is-the-admin-user-of-sage-sales-management.md)
- [What does the Sage Sales Management Admin user allow?](https://support.forcemanager.net/en/articles/8613191-what-does-the-sage-sales-management-admin-user-allow.md)
- [Double authentication to access to Sage Sales Management Admin](https://support.forcemanager.net/en/articles/8613192-double-authentication-to-access-to-sage-sales-management-admin.md)
- [How does the Users menu work?](https://support.forcemanager.net/en/articles/8613193-how-does-the-users-menu-work.md)
- [What does the Users menu allow?](https://support.forcemanager.net/en/articles/8613194-what-does-the-users-menu-allow.md)
- [How to create a user?](https://support.forcemanager.net/en/articles/8613195-how-to-create-a-user.md)
- [How to duplicate a user?](https://support.forcemanager.net/en/articles/8613196-how-to-duplicate-a-user.md)
- [Users: Hierarchy view](https://support.forcemanager.net/en/articles/8613197-users-hierarchy-view.md)
- [Users: Table view](https://support.forcemanager.net/en/articles/8613198-users-table-view.md)
- [Users: Branch Summary](https://support.forcemanager.net/en/articles/8613199-users-branch-summary.md)
- [How to unify your passwords?](https://support.forcemanager.net/en/articles/8613200-how-to-unify-your-passwords.md)
- [Sage Sales Management Azure AD Single Sign-On \(SSO\) Setup Guide](https://support.forcemanager.net/en/articles/8979304-sage-sales-management-azure-ad-single-sign-on-sso-setup-guide.md): Guide on setting up Azure AD as SSO for Sage Sales Management, using OAuth 2.0 and OpenID.
- [How to Check if Your Team Has Email and Calendar Sync Enabled](https://support.forcemanager.net/en/articles/9766549-how-to-check-if-your-team-has-email-and-calendar-sync-enabled.md)
- [Can I change the currency and the time zone?](https://support.forcemanager.net/en/articles/8613610-can-i-change-the-currency-and-the-time-zone.md)
- [What is a role?](https://support.forcemanager.net/en/articles/8613202-what-is-a-role.md)
- [How does the permissions menu work?](https://support.forcemanager.net/en/articles/8613203-how-does-the-permissions-menu-work.md)
- [What are the Fields?](https://support.forcemanager.net/en/articles/8613204-what-are-the-fields.md)
- [How does the Fields menu work?](https://support.forcemanager.net/en/articles/8613205-how-does-the-fields-menu-work.md)
- [Advanced Field Management](https://support.forcemanager.net/en/articles/8613208-advanced-field-management.md)
- [How does Duplicate Management work?](https://support.forcemanager.net/en/articles/8613209-how-does-duplicate-management-work.md)
- [Smart Fields](https://support.forcemanager.net/en/articles/11053025-smart-fields.md): How to configure conditional relationships between fields
- [Dynamic and Dependent Fields](https://support.forcemanager.net/en/articles/9886558-dynamic-and-dependent-fields.md)
- [Synchronisation indicator with Sage Accounting in fields and value lists](https://support.forcemanager.net/en/articles/13632259-synchronisation-indicator-with-sage-accounting-in-fields-and-value-lists.md): Indicator that allows you to identify whether certain fields, lists and values are integrated and synchronised with Sage Accounting.
- [How do the Lists of Values menu work?](https://support.forcemanager.net/en/articles/8613211-how-do-the-lists-of-values-menu-work.md)
- [What is a value list?](https://support.forcemanager.net/en/articles/8613212-what-is-a-value-list.md)
- [What does the Values Lists menu allow?](https://support.forcemanager.net/en/articles/8613213-what-does-the-values-lists-menu-allow.md)
- [How to create new Values Lists?](https://support.forcemanager.net/en/articles/8613214-how-to-create-new-values-lists.md)
- [How to add values to a Value List?](https://support.forcemanager.net/en/articles/8613215-how-to-add-values-to-a-value-list.md)
- [What are validation rules?](https://support.forcemanager.net/en/articles/8613216-what-are-validation-rules.md)
- [Validation rules available in Sage Sales Management](https://support.forcemanager.net/en/articles/8613217-validation-rules-available-in-sage-sales-management.md)
- [How to activate the validation rules?](https://support.forcemanager.net/en/articles/8613218-how-to-activate-the-validation-rules.md)
- [Technical Documentation](https://support.forcemanager.net/en/articles/9526370-technical-documentation.md): Technical documentation to help users set up new or existing validation rules in Sage Sales Management.
- [How does the Parameters menu work?](https://support.forcemanager.net/en/articles/8613219-how-does-the-parameters-menu-work.md)
- [What do the available parameters allow?](https://support.forcemanager.net/en/articles/8613221-what-do-the-available-parameters-allow.md)
- [How to filter and edit parameters](https://support.forcemanager.net/en/articles/8613222-how-to-filter-and-edit-parameters.md)
- [What are the Literals?](https://support.forcemanager.net/en/articles/8613231-what-are-the-literals.md)
- [How to search for Literals?](https://support.forcemanager.net/en/articles/8613232-how-to-search-for-literals.md)
- [How to modify Literals?](https://support.forcemanager.net/en/articles/8613233-how-to-modify-literals.md)
- [What does the Import & Export menu allow?](https://support.forcemanager.net/en/articles/8613227-what-does-the-import-export-menu-allow.md)
- [How to add data in bulk?](https://support.forcemanager.net/en/articles/8613228-how-to-add-data-in-bulk.md)
- [How to update your data in bulk?](https://support.forcemanager.net/en/articles/8613230-how-to-update-your-data-in-bulk.md)
- [What are widgets in Sage Sales Management?](https://support.forcemanager.net/en/articles/8613223-what-are-widgets-in-sage-sales-management.md)
- [What is a widget?](https://support.forcemanager.net/en/articles/8613224-what-is-a-widget.md)
- [Sage 50 Mobile UKI: FAQs and Troubleshooting](https://support.forcemanager.net/en/articles/12840684-sage-50-mobile-uki-faqs-and-troubleshooting.md): This section provides answers to common questions and practical solutions to help you resolve any issues while using the application.
- [Sage 50 Mobile UKI: User Configuration for Connection with Sage 50 Mobile](https://support.forcemanager.net/en/articles/13224806-sage-50-mobile-uki-user-configuration-for-connection-with-sage-50-mobile.md)
- [Sage 50 Mobile UKI: What is Sage ID?](https://support.forcemanager.net/en/articles/12598224-sage-50-mobile-uki-what-is-sage-id.md): Sage ID is Sage’s unified sign-in system
- [Sage 50 Mobile UKI: Why you need a main user](https://support.forcemanager.net/en/articles/12598309-sage-50-mobile-uki-why-you-need-a-main-user.md): The main user plays a key role in managing the integration between Sage 50 mobile app and Sage 50.
- [Sage 50 Mobile UKI: What is the Serial Number and how to find it](https://support.forcemanager.net/en/articles/12750454-sage-50-mobile-uki-what-is-the-serial-number-and-how-to-find-it.md): To ensure correct installation, configuration, or integration of Sage 50 UKI and Sage Copilot Mobile, you’ll need your Serial Number. This article explains what it is, why it’s important, and how y...
- [Sage 50 Mobile UKI: How to synchronise a folder](https://support.forcemanager.net/en/articles/12750470-sage-50-mobile-uki-how-to-synchronise-a-folder.md): To allow the application to work with your Sage data \(for example, from Sage 50 UKI\), you’ll need to synchronise your company data.
- [Sage 50 Mobile UKI: How to get started with the Sage 50 app](https://support.forcemanager.net/en/articles/12598446-sage-50-mobile-uki-how-to-get-started-with-the-sage-50-app.md): Discover how to get started with Sage 50 app, the app designed to give you a complete financial and sales view of your business and help you make informed decisions wherever you are.
- [Sage 50 Mobile UKI: Understanding your Dashboard in Sage 50 Mobile](https://support.forcemanager.net/en/articles/11790788-sage-50-mobile-uki-understanding-your-dashboard-in-sage-50-mobile.md): Get real-time insights on profit, sales, expenses, cash flow and bank balance, all in one simple Dashboard view.
- [Sage 50 Mobile UKI: Understanding your Financial Dashboard in Sage 50 app](https://support.forcemanager.net/en/articles/12637311-sage-50-mobile-uki-understanding-your-financial-dashboard-in-sage-50-app.md): Understanding your Financial Dashboard in Sage 50 app
- [Sage 50 Mobile UKI: Profit Widget](https://support.forcemanager.net/en/articles/12780991-sage-50-mobile-uki-profit-widget.md): What the Commercial Profit widget displays, where its data comes from, how it’s calculated, and why it’s key for your business.
- [Sage 50 Mobile UKI: Top Sales Widget](https://support.forcemanager.net/en/articles/12781040-sage-50-mobile-uki-top-sales-widget.md): What the Top Sales widget displays, where its data comes from, how it is calculated, and why it is key for your business.
- [Sage 50 Mobile UKI: Top Purchases Widget](https://support.forcemanager.net/en/articles/12781049-sage-50-mobile-uki-top-purchases-widget.md): What the Top Purchases widget displays, where its data comes from, how it is calculated, and why it is key for your business.
- [Sage 50 Mobile UKI: Sales and Purchases Widget](https://support.forcemanager.net/en/articles/12781011-sage-50-mobile-uki-sales-and-purchases-widget.md): What the Sales and Purchases widget displays, where its data comes from, how it’s calculated, and why it’s key for your business.
- [Sage 50 Mobile UKI: Collections and Payments Widget](https://support.forcemanager.net/en/articles/12781014-sage-50-mobile-uki-collections-and-payments-widget.md): What the Collections and Payments widget displays, where its data comes from, how it is calculated, and why it is key for your business.
- [Sage 50 Mobile UKI: General Guidelines for Calculating Indicators](https://support.forcemanager.net/en/articles/12780898-sage-50-mobile-uki-general-guidelines-for-calculating-indicators.md): General criteria used to calculate the values displayed in the Sage 50 Mobile Dashboard

### Legal Information

- [Terms and Conditions](https://support.forcemanager.net/en/articles/15480334-terms-and-conditions.md): How to view Terms and Conditions
- [Privacy Policy](https://support.forcemanager.net/en/articles/15480445-privacy-policy.md): View Privacy Policy

## Français

### Bienvenue à Sage Sales Management

- [Qu'est-ce que Sage Sales Management ?](https://support.forcemanager.net/fr/articles/8613234-qu-est-ce-que-sage-sales-management.md): Sage Sales Management est un CRM spécialement conçu pour améliorer l'efficacité et la productivité des équipes commerciales.
- [Plans disponibles dans Sage Sales Management](https://support.forcemanager.net/fr/articles/8850787-plans-disponibles-dans-sage-sales-management.md): Découvrez les différents plans et choisissez celui qui correspond le mieux à votre organisation
- [Limites d’utilisation dans Sage Sales Management](https://support.forcemanager.net/fr/articles/8948844-limites-d-utilisation-dans-sage-sales-management.md): Comprenez comment les ressources disponibles dans votre licence sont gérées
- [Comment accéder à Sage Sales Management ?](https://support.forcemanager.net/fr/articles/8613237-comment-acceder-a-sage-sales-management.md): Tu peux accéder à Sage Sales Management depuis l’application mobile ou la version web, en utilisant toujours les mêmes identifiants. Cet article t’explique comment te connecter depuis chaque canal.
- [Gestion des utilisateurs](https://support.forcemanager.net/fr/articles/8613243-gestion-des-utilisateurs.md): Gérez vos licences dans Sage Sales Management
- [Comment s'inscrire à Sage Sales Management](https://support.forcemanager.net/fr/articles/8613236-comment-s-inscrire-a-sage-sales-management.md)
- [Configurer Sage Sales Management avant de commencer](https://support.forcemanager.net/fr/articles/8613239-configurer-sage-sales-management-avant-de-commencer.md): Préparez votre environnement de travail et découvrez les paramètres que vous pouvez configurer lorsque vous en avez besoin
- [Mettre à jour votre photo de profil et le logo de votre entreprise](https://support.forcemanager.net/fr/articles/8613242-mettre-a-jour-votre-photo-de-profil-et-le-logo-de-votre-entreprise.md): Découvrez comment modifier votre photo de profil et mettre à jour les logos utilisés dans les rapports et dans les applications web et mobile de Sage Sales Management.

### Premiers pas

- [Premiers pas avec les tableaux de bord](https://support.forcemanager.net/fr/articles/15647611-premiers-pas-avec-les-tableaux-de-bord.md): Découvrez ce que sont les tableaux de bord dans Sage Sales Management et comment visualiser les principaux indicateurs commerciaux à l’aide de tableaux de bord interactifs.
- [Premiers pas avec les Entreprises](https://support.forcemanager.net/fr/articles/15646790-premiers-pas-avec-les-entreprises.md): Découvrez ce que sont les Entreprises dans Sage Sales Management, créez votre première entreprise et découvrez comment ce module organise l’ensemble de vos relations commerciales.
- [Premiers pas avec les Contacts](https://support.forcemanager.net/fr/articles/15647216-premiers-pas-avec-les-contacts.md): Découvrez ce qu’est un contact dans Sage Sales Management, comment les contacts sont associés aux entreprises et pourquoi ils sont essentiels pour gérer vos relations commerciales.
- [Premiers pas avec les Activités](https://support.forcemanager.net/fr/articles/15647227-premiers-pas-avec-les-activites.md): Découvrez ce que sont les Activités dans Sage Sales Management, enregistrez votre première interaction et apprenez à conserver un historique complet de votre activité commerciale.
- [Premiers pas avec les Opportunités](https://support.forcemanager.net/fr/articles/15647250-premiers-pas-avec-les-opportunites.md): Découvrez ce que sont les Opportunités dans Sage Sales Management, créez votre première opportunité et commencez à suivre vos ventes potentielles.
- [Premiers pas avec les Documents](https://support.forcemanager.net/fr/articles/15647236-premiers-pas-avec-les-documents.md): Découvrez ce que sont les documents dans Sage Sales Management et comment ils vous permettent de consulter et de partager les informations commerciales générées tout au long du processus de vente.
- [Premiers pas avec les Indicateurs et Rapports](https://support.forcemanager.net/fr/articles/15647260-premiers-pas-avec-les-indicateurs-et-rapports.md): Découvrez comment les Indicateurs et Rapports transforment l’activité commerciale en informations utiles pour analyser les performances et prendre de meilleures décisions.
- [Complétez vos fonctionnalités avec des Add-ons](https://support.forcemanager.net/fr/articles/8613255-completez-vos-fonctionnalites-avec-des-add-ons.md): Sage Sales Management vous permet d’ajouter des Add-ons qui vous aideront à enrichir ou compléter vos fonctionnalités.
- [Bienvenue dans Personnaliser Sage Sales Management](https://support.forcemanager.net/fr/articles/15897396-bienvenue-dans-personnaliser-sage-sales-management.md): Découvrez comment personnaliser Sage Sales Management en adaptant votre compte, votre espace de travail et votre entreprise grâce aux options de configuration disponibles.
- [Dashboard Webapp](https://support.forcemanager.net/fr/articles/10080229-dashboard-webapp.md): Explorez toutes les options de personnalisation et maximisez le potentiel de votre page d’accueil.
- [Filtres d'entités liées](https://support.forcemanager.net/fr/articles/9094734-filtres-d-entites-liees.md): Utilisez des filtres d'entités liées pour obtenir des résultats plus précis et significatifs.
- [ForceBI : Configuration des Tableaux de Bord Personnalisés](https://support.forcemanager.net/fr/articles/10242390-forcebi-configuration-des-tableaux-de-bord-personnalises.md): Créez des tableaux de bord personnalisés pour analyser les données commerciales sans nécessiter de compétences techniques avancées.
- [Comment importer des données efficacement dans Sage Sales Management](https://support.forcemanager.net/fr/articles/8613507-comment-importer-des-donnees-efficacement-dans-sage-sales-management.md)
- [Création de Champs](https://support.forcemanager.net/fr/articles/8662068-creation-de-champs.md): Ajoutez des champs personnalisés pour stocker des informations supplémentaires.
- [Gestion des Champs Standard et Personnalisés](https://support.forcemanager.net/fr/articles/8613246-gestion-des-champs-standard-et-personnalises.md)
- [Automatisez les tâches répétitives de votre entreprise](https://support.forcemanager.net/fr/articles/15897932-automatisez-les-taches-repetitives-de-votre-entreprise.md): Découvrez comment les Automatisations peuvent vous aider à éliminer les tâches répétitives et à optimiser les processus de votre entreprise. Cette collection vous explique comment créer, configurer...
- [Automatisations : simplifie et optimise tes processus quotidiens](https://support.forcemanager.net/fr/articles/12291109-automatisations-simplifie-et-optimise-tes-processus-quotidiens.md): Les Automations dans Sage Sales Management vous aident à simplifier les tâches répétitives en créant des workflows personnalisés qui s’exécutent automatiquement.
- [Comment créer et tester une automatisation dans Sage Sales Management](https://support.forcemanager.net/fr/articles/12602497-comment-creer-et-tester-une-automatisation-dans-sage-sales-management.md): Comment créer et tester une automatisation dans Sage Sales Management
- [Automatisations : puis-je créer des conditions en combinant différents modules ?](https://support.forcemanager.net/fr/articles/13367332-automatisations-puis-je-creer-des-conditions-en-combinant-differents-modules.md): Découvrez comment créer des conditions d’automatisation en combinant différents modules et entités dans Sage Sales Management afin de définir des règles plus précises et plus flexibles.
- [Automatisations dans Sage Sales Management : comment identifier et résoudre les erreurs](https://support.forcemanager.net/fr/articles/12602479-automatisations-dans-sage-sales-management-comment-identifier-et-resoudre-les-erreurs.md): Comment détecter, examiner et résoudre les erreurs dans tes automatisations.
- [Automatisations FAQs](https://support.forcemanager.net/fr/articles/12602515-automatisations-faqs.md)
- [Bienvenue dans Administration du CRM](https://support.forcemanager.net/fr/articles/15897460-bienvenue-dans-administration-du-crm.md): Découvrez la plateforme d’administration de Sage Sales Management et les principales zones permettant d’administrer, personnaliser et maintenir votre CRM.
- [Étape 2 Contacts](https://support.forcemanager.net/fr/articles/8613248-etape-2-contacts.md)

### FAQ

- [Quelles informations système peut-on consulter depuis les enregistrements de Sage Sales Management ?](https://support.forcemanager.net/fr/articles/11388972-quelles-informations-systeme-peut-on-consulter-depuis-les-enregistrements-de-sage-sales-management.md)
- [Fusionner deux éléments dans Sage Sales Management](https://support.forcemanager.net/fr/articles/8613558-fusionner-deux-elements-dans-sage-sales-management.md)
- [Contactez vos clients via WhatsApp depuis Sage Sales Management](https://support.forcemanager.net/fr/articles/8613543-contactez-vos-clients-via-whatsapp-depuis-sage-sales-management.md)
- [Prévisualisez vos fichiers avant de les télécharger](https://support.forcemanager.net/fr/articles/8613566-previsualisez-vos-fichiers-avant-de-les-telecharger.md)
- [Métadonnées dans Sage Sales Management](https://support.forcemanager.net/fr/articles/8613521-metadonnees-dans-sage-sales-management.md)
- [Les filtres restent-ils appliqués après déconnexion ?](https://support.forcemanager.net/fr/articles/8613522-les-filtres-restent-ils-appliques-apres-deconnexion.md)
- [Utilisation des filtres avancés dans Sage Sales Management](https://support.forcemanager.net/fr/articles/8613523-utilisation-des-filtres-avances-dans-sage-sales-management.md)
- [Création rapide d'entités dans Sage Sales Management](https://support.forcemanager.net/fr/articles/8613526-creation-rapide-d-entites-dans-sage-sales-management.md)
- [Quand vais-je recevoir des notifications ?](https://support.forcemanager.net/fr/articles/8613530-quand-vais-je-recevoir-des-notifications.md)
- [Comment surveiller un élément et qu’est-ce que cela implique ?](https://support.forcemanager.net/fr/articles/8613531-comment-surveiller-un-element-et-qu-est-ce-que-cela-implique.md)
- [Création associée d’entités dans Sage Sales Management](https://support.forcemanager.net/fr/articles/8613520-creation-associee-d-entites-dans-sage-sales-management.md)
- [Puis-je exporter des données ?](https://support.forcemanager.net/fr/articles/8613542-puis-je-exporter-des-donnees.md)
- [Comment mettre à jour votre mode de paiement](https://support.forcemanager.net/fr/articles/8912464-comment-mettre-a-jour-votre-mode-de-paiement.md)
- [Comment puis-je contacter le support ?](https://support.forcemanager.net/fr/articles/8613596-comment-puis-je-contacter-le-support.md)
- [Comment accéder à mes informations de facturation ?](https://support.forcemanager.net/fr/articles/8613595-comment-acceder-a-mes-informations-de-facturation.md)
- [Avez-vous oublié votre mot de passe ?](https://support.forcemanager.net/fr/articles/8613581-avez-vous-oublie-votre-mot-de-passe.md)
- [Comment te désabonner de Sage Sales Management ?](https://support.forcemanager.net/fr/articles/8613557-comment-te-desabonner-de-sage-sales-management.md): Guide pour les utilisateurs de Sage Sales Management \(SSM\). Cet article ne s’applique pas aux autres produits ou services de Sage
- [Comment créer des vues personnalisées dans Entreprises ?](https://support.forcemanager.net/fr/articles/8613613-comment-creer-des-vues-personnalisees-dans-entreprises.md)
- [Comment changer mon mot de passe ?](https://support.forcemanager.net/fr/articles/8613611-comment-changer-mon-mot-de-passe.md)
- [Édition en masse](https://support.forcemanager.net/fr/articles/8613607-edition-en-masse.md): Édition en masse des entreprises, contacts et opportunités
- [Comment géolocaliser mes entreprises en masse ?](https://support.forcemanager.net/fr/articles/8613662-comment-geolocaliser-mes-entreprises-en-masse.md)
- [Vider le cache et les cookies](https://support.forcemanager.net/fr/articles/8613582-vider-le-cache-et-les-cookies.md)
- [Comment modifier la géolocalisation dans les événements et les tâches ?](https://support.forcemanager.net/fr/articles/8613660-comment-modifier-la-geolocalisation-dans-les-evenements-et-les-taches.md)
- [Questions Fréquentes sur la Géolocalisation et le Check-in dans Sage Sales Management](https://support.forcemanager.net/fr/articles/10201077-questions-frequentes-sur-la-geolocalisation-et-le-check-in-dans-sage-sales-management.md): Comment fonctionnent la géolocalisation et le Check-in dans Sage Sales Management, y compris les conditions, finalités, données collectées et mesures de sécurité.
- [Quelle est la différence entre un Check-in et une Visite ?](https://support.forcemanager.net/fr/articles/8613544-quelle-est-la-difference-entre-un-check-in-et-une-visite.md)
- [Comment partager ou envoyer une activité ?](https://support.forcemanager.net/fr/articles/8613541-comment-partager-ou-envoyer-une-activite.md)
- [Qu’est-ce qu’une activité téléphonique ?](https://support.forcemanager.net/fr/articles/8613538-qu-est-ce-qu-une-activite-telephonique.md)
- [Comment créer des vues personnalisées dans Activités ?](https://support.forcemanager.net/fr/articles/8613614-comment-creer-des-vues-personnalisees-dans-activites.md)
- [La visioconférence comme nouvelle activité commerciale](https://support.forcemanager.net/fr/articles/8613618-la-visioconference-comme-nouvelle-activite-commerciale.md)
- [Comment partager mes tâches avec un autre utilisateur ?](https://support.forcemanager.net/fr/articles/8613536-comment-partager-mes-taches-avec-un-autre-utilisateur.md)
- [Comment créer des vues personnalisées dans le Calendrier ?](https://support.forcemanager.net/fr/articles/8613615-comment-creer-des-vues-personnalisees-dans-le-calendrier.md)
- [Notifications d’événements sur la version Web](https://support.forcemanager.net/fr/articles/8613621-notifications-d-evenements-sur-la-version-web.md)
- [Comment personnaliser les statuts des opportunités ?](https://support.forcemanager.net/fr/articles/8613620-comment-personnaliser-les-statuts-des-opportunites.md)
- [Comment signer un document dans Sage Sales Management ?](https://support.forcemanager.net/fr/articles/8613548-comment-signer-un-document-dans-sage-sales-management.md)
- [Comment ajouter des documents dans Sage Sales Management ?](https://support.forcemanager.net/fr/articles/8613535-comment-ajouter-des-documents-dans-sage-sales-management.md)
- [Peut-on supprimer un rapport ?](https://support.forcemanager.net/fr/articles/8613539-peut-on-supprimer-un-rapport.md)
- [Qu’est-ce qu’un évènement ?](https://support.forcemanager.net/fr/articles/8613641-qu-est-ce-qu-un-evenement.md)
- [Qu’est-ce que le score ForceActivity ?](https://support.forcemanager.net/fr/articles/8613643-qu-est-ce-que-le-score-forceactivity.md)
- [Synchronisation bidirectionnelle des e-mails et du calendrier dans Sage Sales Management](https://support.forcemanager.net/fr/articles/8613645-synchronisation-bidirectionnelle-des-e-mails-et-du-calendrier-dans-sage-sales-management.md): Vous pouvez activer et gérer la synchronisation bidirectionnelle de votre e-mail et/ou de votre calendrier à partir de la version web ainsi que des applications mobiles de Sage Sales Management.
- [Synchroniser ton e-mail avec Microsoft Office 365 \(Outlook / Exchange\)](https://support.forcemanager.net/fr/articles/14685757-synchroniser-ton-e-mail-avec-microsoft-office-365-outlook-exchange.md): Configure la synchronisation de ton e-mail Microsoft Office 365 avec Sage Sales Management afin d’enregistrer automatiquement l’activité e-mail dans le CRM.
- [Enregistrement des visioconférences](https://support.forcemanager.net/fr/articles/8613634-enregistrement-des-visioconferences.md)
- [Comment partager les détails d'une visioconférence avec un client ?](https://support.forcemanager.net/fr/articles/8613632-comment-partager-les-details-d-une-visioconference-avec-un-client.md)
- [Vidéo Check-in ou Visioconférence : quelle est la différence ?](https://support.forcemanager.net/fr/articles/8613633-video-check-in-ou-visioconference-quelle-est-la-difference.md)
- [Quels sont les dossiers et les documents visibles dans la section Documents?](https://support.forcemanager.net/fr/articles/8613666-quels-sont-les-dossiers-et-les-documents-visibles-dans-la-section-documents.md)
- [Comment les copies de sauvegarde et la protection des données fonctionnent dans Sage Sales Management?](https://support.forcemanager.net/fr/articles/8613668-comment-les-copies-de-sauvegarde-et-la-protection-des-donnees-fonctionnent-dans-sage-sales-management.md)
- [Est-ce que Sage Sales Management partage les données clients en payant les services de tiers ?](https://support.forcemanager.net/fr/articles/8613669-est-ce-que-sage-sales-management-partage-les-donnees-clients-en-payant-les-services-de-tiers.md)
- [En cas d’enquête judiciaire, est-ce que Sage Sales Management peut divulguer des informations sans la permission du client ?](https://support.forcemanager.net/fr/articles/8613671-en-cas-d-enquete-judiciaire-est-ce-que-sage-sales-management-peut-divulguer-des-informations-sans-la-permission-du-client.md)
- [Comment savoir si j’utilise la dernière version de Sage Sales Management ?](https://support.forcemanager.net/fr/articles/8613591-comment-savoir-si-j-utilise-la-derniere-version-de-sage-sales-management.md)
- [Que sont les Magic Cards?](https://support.forcemanager.net/fr/articles/8613529-que-sont-les-magic-cards.md)
- [Qu’est-ce que le rapport téléphonique ?](https://support.forcemanager.net/fr/articles/8613534-qu-est-ce-que-le-rapport-telephonique.md)
- [Synchronisation des appels en mobilité dans Sage Sales Management](https://support.forcemanager.net/fr/articles/10626560-synchronisation-des-appels-en-mobilite-dans-sage-sales-management.md)
- [Configurer la synchronisation des appels sur Android – Sage Sales Management Call Tracker](https://support.forcemanager.net/fr/articles/8613649-configurer-la-synchronisation-des-appels-sur-android-sage-sales-management-call-tracker.md)
- [Configurer la synchronisation des appels sur iOS – Caller ID](https://support.forcemanager.net/fr/articles/10626570-configurer-la-synchronisation-des-appels-sur-ios-caller-id.md)

### Sage Sales Management Academy

- [Qu’est-ce que Sage Sales Management ?](https://support.forcemanager.net/fr/articles/9506693-qu-est-ce-que-sage-sales-management.md)

### Sage Copilot

- [Sage Copilot : Intelligence Artificielle pour Accélérer vos Ventes](https://support.forcemanager.net/fr/articles/8650047-sage-copilot-intelligence-artificielle-pour-accelerer-vos-ventes.md)
- [Sage Copilot: Smart Insights](https://support.forcemanager.net/fr/articles/11483868-sage-copilot-smart-insights.md): Sage Copilot dans les fiches Entreprise
- [Sage Copilot : Résumé instantané depuis les blocs Activités, Opportunités et Commandes](https://support.forcemanager.net/fr/articles/11483849-sage-copilot-resume-instantane-depuis-les-blocs-activites-opportunites-et-commandes.md)
- [Sage Copilot: Scan Card](https://support.forcemanager.net/fr/articles/8613424-sage-copilot-scan-card.md): Avec Scan Card de Sage Copilot, le processus de gestion des cartes de visite devient rapide, précis et efficace.
- [Actions vocales : Enregistrez vos informations plus rapidement avec Sage Copilot](https://support.forcemanager.net/fr/articles/8613426-actions-vocales-enregistrez-vos-informations-plus-rapidement-avec-sage-copilot.md): Utilisez Sage Copilot pour créer de nouveaux enregistrements ou compléter des informations existantes à l’aide du langage naturel. Décrivez ce dont vous avez besoin à l’aide de texte, de la voix, d...
- [Sage Copilot: Comment optimiser votre suivi commercial avec l'envoi d'Emails Marketing](https://support.forcemanager.net/fr/articles/8974785-sage-copilot-comment-optimiser-votre-suivi-commercial-avec-l-envoi-d-emails-marketing.md): Optimisez votre suivi commercial grâce aux emails envoyés depuis Sage Sales Management.
- [Sage Copilot: Comment optimiser votre suivi commercial avec l'envoi d'Emails Marketing depuis votre appareil mobile](https://support.forcemanager.net/fr/articles/10040933-sage-copilot-comment-optimiser-votre-suivi-commercial-avec-l-envoi-d-emails-marketing-depuis-votre-appareil-mobile.md)
- [Sage Copilot: Commencez à utiliser l’Email Marketing](https://support.forcemanager.net/fr/articles/9046598-sage-copilot-commencez-a-utiliser-l-email-marketing.md): Cet article vous propose un guide rapide pour utiliser facilement l’Email Marketing
- [Sage Copilot: Comment utiliser les modèles avec l’Email Marketing](https://support.forcemanager.net/fr/articles/9166968-sage-copilot-comment-utiliser-les-modeles-avec-l-email-marketing.md): Utilisez et enregistrez plusieurs modèles d’emails au format texte brut.
- [Emails en Masse](https://support.forcemanager.net/fr/articles/9419752-emails-en-masse.md): Comment utiliser l’Email Marketing pour envoyer des emails en masse depuis Sage Sales Management
- [En quoi consiste la fonctionnalité de suivi des emails \(email tracking\) et comment garantir sa conformité au RGPD ?](https://support.forcemanager.net/fr/articles/9082560-en-quoi-consiste-la-fonctionnalite-de-suivi-des-emails-email-tracking-et-comment-garantir-sa-conformite-au-rgpd.md): Cette section décrit la fonctionnalité de suivi des emails ainsi que les actions nécessaires pour assurer sa conformité avec le RGPD.
- [Sage Copilot: Comment utiliser Sage Copilot dans vos emails](https://support.forcemanager.net/fr/articles/9324287-sage-copilot-comment-utiliser-sage-copilot-dans-vos-emails.md): Sage Copilot s’intègre aux emails marketing pour aider les utilisateurs à optimiser et simplifier la rédaction d’emails.

### Comptes

- [Comment accéder aux comptes ?](https://support.forcemanager.net/fr/articles/8613257-comment-acceder-aux-comptes.md)
- [Comment fusionner des comptes ?](https://support.forcemanager.net/fr/articles/8613274-comment-fusionner-des-comptes.md)
- [Comment fonctionne l’option carte des comptes ?](https://support.forcemanager.net/fr/articles/8613273-comment-fonctionne-l-option-carte-des-comptes.md): Avec Sage Sales Management, cette fonctionnalité de carte vous permet de visualiser et de gérer vos comptes de manière intuitive et efficace, que vous soyez sur ordinateur ou sur mobile.
- [Peut-on filtrer et rechercher des comptes ?](https://support.forcemanager.net/fr/articles/8613272-peut-on-filtrer-et-rechercher-des-comptes.md): Les outils de filtrage avancés vous permettent de gérer efficacement vos comptes et de trouver rapidement les informations essentielles
- [Que signifient les icônes dans la liste des comptes de l’application mobile ?](https://support.forcemanager.net/fr/articles/8613271-que-signifient-les-icones-dans-la-liste-des-comptes-de-l-application-mobile.md): Des indicateurs visuels permettent de gagner du temps et de prioriser vos actions sans devoir naviguer dans les fiches de comptes
- [Comment gérer les recommandations dans les comptes ?](https://support.forcemanager.net/fr/articles/8613270-comment-gerer-les-recommandations-dans-les-comptes.md): Cela permet de compléter ou mettre à jour les recommandations en fonction des règles établies
- [Comment ajouter des images à vos comptes ?](https://support.forcemanager.net/fr/articles/8613269-comment-ajouter-des-images-a-vos-comptes.md): Identifiez visuellement vos comptes pour améliorer votre efficacité et simplifier la gestion des informations.
- [Comment relier des comptes ?](https://support.forcemanager.net/fr/articles/8613267-comment-relier-des-comptes.md): Gérez et connectez vos comptes directement depuis leur fiche pour un accès simplifié et une gestion optimisée.
- [Quels sont les Champs Mises en Avant ?](https://support.forcemanager.net/fr/articles/8613265-quels-sont-les-champs-mises-en-avant.md)
- [Que visualise-t-on dans une fiche de compte ?](https://support.forcemanager.net/fr/articles/8613264-que-visualise-t-on-dans-une-fiche-de-compte.md): Avec Sage Sales Management, les fiches de compte vous offrent une vue complète et centralisée pour optimiser votre gestion commerciale.
- [Comment ajouter ou modifier la géolocalisation d’un compte ?](https://support.forcemanager.net/fr/articles/8613263-comment-ajouter-ou-modifier-la-geolocalisation-d-un-compte.md): Gérez efficacement les localisations de vos comptes pour des opérations simplifiées et précises.
- [Comment modifier ou supprimer des comptes ?](https://support.forcemanager.net/fr/articles/8613261-comment-modifier-ou-supprimer-des-comptes.md): Vous avez la flexibilité de gérer vos comptes aussi bien depuis la version web que depuis votre application mobile
- [Comment ajouter manuellement vos comptes ?](https://support.forcemanager.net/fr/articles/8613260-comment-ajouter-manuellement-vos-comptes.md): Grâce à ces options, vous pouvez gérer vos comptes avec précision et efficacité, en adaptant les informations selon vos besoins.
- [Comment créer un compte ?](https://support.forcemanager.net/fr/articles/8613259-comment-creer-un-compte.md): Avec Sage Sales Management, créer et gérer vos comptes devient un processus rapide, précis et adapté à vos besoins.
- [Planificateur de visites](https://support.forcemanager.net/fr/articles/9095822-planificateur-de-visites.md): Planifiez des événements ou des tâches pour des dates spécifiques et optimisez automatiquement votre itinéraire de visites.
- [Planificateur d' itinéraire de visites](https://support.forcemanager.net/fr/articles/9344821-planificateur-d-itineraire-de-visites.md): Planifiez des événements ou des tâches pour des dates spécifiques et optimisez automatiquement votre itinéraire de visites.
- [Qu’est-ce qu’un compte ?](https://support.forcemanager.net/fr/articles/8613637-qu-est-ce-qu-un-compte.md)

### Contacts

- [Qu'est-ce qu'un contact ?](https://support.forcemanager.net/fr/articles/8613275-qu-est-ce-qu-un-contact.md): La gestion des contacts est simple et intuitive, vous permettant de maintenir une organisation optimale de vos relations avec vos clients.
- [Comment accéder aux contacts ?](https://support.forcemanager.net/fr/articles/8613276-comment-acceder-aux-contacts.md): Avec Sage Sales Management, l’accès et la gestion de vos contacts sont simples et intuitifs, que ce soit depuis la version web ou mobile.
- [Comment créer un contact ?](https://support.forcemanager.net/fr/articles/8613277-comment-creer-un-contact.md): Avec ces étapes, gérer et organiser vos contacts devient rapide et efficace, que vous utilisiez la version web ou mobile
- [Comment ajouter une image à un contact ?](https://support.forcemanager.net/fr/articles/8613278-comment-ajouter-une-image-a-un-contact.md): Avec cette fonctionnalité, vous pouvez personnaliser vos contacts dans Sage Sales Management, rendant leur identification plus intuitive et rapide.
- [Comment créer un contact avec Scan Card ?](https://support.forcemanager.net/fr/articles/8613279-comment-creer-un-contact-avec-scan-card.md): Grâce à CardManager dans Sage Sales Management, la gestion de vos contacts est plus rapide, plus efficace et sans erreur
- [Quels sont les champs d'un contact ?](https://support.forcemanager.net/fr/articles/8613280-quels-sont-les-champs-d-un-contact.md): Une description détaillée de chaque champ et du type d’information que vous pouvez renseigner dans un contact
- [Quelles actions puis-je effectuer dans une fiche de contact ?](https://support.forcemanager.net/fr/articles/8613282-quelles-actions-puis-je-effectuer-dans-une-fiche-de-contact.md): Avec Sage Sales Management, gérer vos contacts devient un processus fluide et efficace, que vous utilisiez la version web ou mobile
- [Comment modifier ou supprimer des contacts ?](https://support.forcemanager.net/fr/articles/8613283-comment-modifier-ou-supprimer-des-contacts.md): Avec Sage Sales Management, la gestion de vos contacts est intuitive et rapide, que ce soit sur la version web ou mobile.
- [Comment fusionner des contacts ?](https://support.forcemanager.net/fr/articles/8613284-comment-fusionner-des-contacts.md): La fusion de contacts vous permet de centraliser vos informations et d’optimiser la gestion de votre base de données.

### Activités

- [Comprendre la différence entre Activités, Tâches et Événements](https://support.forcemanager.net/fr/articles/12579879-comprendre-la-difference-entre-activites-taches-et-evenements.md)
- [Comment puis-je exporter mon activité ?](https://support.forcemanager.net/fr/articles/8613316-comment-puis-je-exporter-mon-activite.md)
- [Qu’entend-on par « activités » dans Sage Sales Management ?](https://support.forcemanager.net/fr/articles/8613304-qu-entend-on-par-activites-dans-sage-sales-management.md)
- [Utilisation des filtres dans le menu Activités](https://support.forcemanager.net/fr/articles/8613311-utilisation-des-filtres-dans-le-menu-activites.md)
- [Quels types d’activités existe-t-il ?](https://support.forcemanager.net/fr/articles/8613317-quels-types-d-activites-existe-t-il.md)
- [Quelles informations sont affichées dans la fiche d’activité ?](https://support.forcemanager.net/fr/articles/8613312-quelles-informations-sont-affichees-dans-la-fiche-d-activite.md)
- [Activités WhatsApp dans Sage Sales Management](https://support.forcemanager.net/fr/articles/8613324-activites-whatsapp-dans-sage-sales-management.md)
- [Liez des Emails et des Appels à vos Opportunités](https://support.forcemanager.net/fr/articles/8613325-liez-des-emails-et-des-appels-a-vos-opportunites.md)
- [Qu'est-ce qu'une tâche ?](https://support.forcemanager.net/fr/articles/8613343-qu-est-ce-qu-une-tache.md)
- [Comment accéder aux tâches ?](https://support.forcemanager.net/fr/articles/8613344-comment-acceder-aux-taches.md)
- [Quels sont les champs d'une tâche ?](https://support.forcemanager.net/fr/articles/8613346-quels-sont-les-champs-d-une-tache.md)
- [Comment créer une tâche ?](https://support.forcemanager.net/fr/articles/8613347-comment-creer-une-tache.md)
- [Quelles actions sont possibles dans la liste des tâches ?](https://support.forcemanager.net/fr/articles/8613348-quelles-actions-sont-possibles-dans-la-liste-des-taches.md)
- [Joindre des images à vos activités](https://support.forcemanager.net/fr/articles/8613309-joindre-des-images-a-vos-activites.md)
- [Comment modifier ou supprimer une activité ?](https://support.forcemanager.net/fr/articles/8613310-comment-modifier-ou-supprimer-une-activite.md)
- [Comment créer une activité ?](https://support.forcemanager.net/fr/articles/8613308-comment-creer-une-activite.md)
- [Comment partager une activité ?](https://support.forcemanager.net/fr/articles/8613313-comment-partager-une-activite.md)
- [Conversations dans Activités - Structure](https://support.forcemanager.net/fr/articles/8613329-conversations-dans-activites-structure.md)
- [Conversations dans Activités](https://support.forcemanager.net/fr/articles/8613328-conversations-dans-activites.md)
- [Conversations dans Activités - Notifications](https://support.forcemanager.net/fr/articles/8613331-conversations-dans-activites-notifications.md)
- [Conversations dans Activités - Questions Fréquemment Posées](https://support.forcemanager.net/fr/articles/8613332-conversations-dans-activites-questions-frequemment-posees.md): Les conversations dans Sage Sales Management permettent de gérer, modifier et consulter les fils liés aux activités.
- [Comment enregistrer un email Outlook à l'onglet Activités](https://support.forcemanager.net/fr/articles/8613326-comment-enregistrer-un-email-outlook-a-l-onglet-activites.md)
- [Comment visualiser votre parcours quotidien ?](https://support.forcemanager.net/fr/articles/8613323-comment-visualiser-votre-parcours-quotidien.md)
- [Comparer l’itinéraire de la journée](https://support.forcemanager.net/fr/articles/9273074-comparer-l-itineraire-de-la-journee.md)
- [Qu’est-ce qu’un rapport de visite ?](https://support.forcemanager.net/fr/articles/8613315-qu-est-ce-qu-un-rapport-de-visite.md)
- [Check-in : enregistre tes visites et crée des rapports vocaux dans Sage Sales Management](https://support.forcemanager.net/fr/articles/8613318-check-in-enregistre-tes-visites-et-cree-des-rapports-vocaux-dans-sage-sales-management.md): Le Check-in te permet d’enregistrer tes visites clients directement depuis l’application mobile Sage Sales Management, soit manuellement, soit à l’aide de la voix avec Sage Copilot.
- [Check-in à plus de 350 mètres](https://support.forcemanager.net/fr/articles/8613319-check-in-a-plus-de-350-metres.md): L’alerte de check-in à plus de 350 mètres permet une meilleure gestion des activités commerciales
- [Qu’est-ce que le check-out ?](https://support.forcemanager.net/fr/articles/8613320-qu-est-ce-que-le-check-out.md)
- [Qu’est-ce que le Fast check-in ?](https://support.forcemanager.net/fr/articles/8613322-qu-est-ce-que-le-fast-check-in.md)
- [Qu’est-ce que le calendrier ?](https://support.forcemanager.net/fr/articles/8613333-qu-est-ce-que-le-calendrier.md)
- [Synchronisation de calendrier Outlook via CalDAV](https://support.forcemanager.net/fr/articles/11477294-synchronisation-de-calendrier-outlook-via-caldav.md)
- [Configurer un calendrier CalDAV dans Thunderbird](https://support.forcemanager.net/fr/articles/11477385-configurer-un-calendrier-caldav-dans-thunderbird.md)

### Opportunités

- [Qu’est-ce qu’une opportunité ?](https://support.forcemanager.net/fr/articles/8613285-qu-est-ce-qu-une-opportunite.md)
- [Comment accéder aux opportunités ?](https://support.forcemanager.net/fr/articles/8613287-comment-acceder-aux-opportunites.md)
- [Comment créer une opportunité ?](https://support.forcemanager.net/fr/articles/8613288-comment-creer-une-opportunite.md)
- [Quels champs composent une opportunité ?](https://support.forcemanager.net/fr/articles/8613289-quels-champs-composent-une-opportunite.md)
- [Quelles options sont disponibles dans une fiche d’opportunité ?](https://support.forcemanager.net/fr/articles/8613290-quelles-options-sont-disponibles-dans-une-fiche-d-opportunite.md)
- [Comment effectuer un check-in depuis Opportunités ?](https://support.forcemanager.net/fr/articles/8613291-comment-effectuer-un-check-in-depuis-opportunites.md)
- [Comment filtrer ou rechercher des opportunités ?](https://support.forcemanager.net/fr/articles/8613293-comment-filtrer-ou-rechercher-des-opportunites.md)
- [Que signifient les icônes dans la liste des opportunités sur mobile ?](https://support.forcemanager.net/fr/articles/8613294-que-signifient-les-icones-dans-la-liste-des-opportunites-sur-mobile.md)
- [Comment modifier ou supprimer une opportunité ?](https://support.forcemanager.net/fr/articles/8613296-comment-modifier-ou-supprimer-une-opportunite.md)
- [Comment géolocaliser de nouvelles opportunités ?](https://support.forcemanager.net/fr/articles/8613298-comment-geolocaliser-de-nouvelles-opportunites.md)
- [Qu’est-ce que le pipeline d’opportunités ?](https://support.forcemanager.net/fr/articles/8613299-qu-est-ce-que-le-pipeline-d-opportunites.md)
- [Pipelines multiples](https://support.forcemanager.net/fr/articles/8613301-pipelines-multiples.md)
- [Comment fusionner des opportunités ?](https://support.forcemanager.net/fr/articles/8613302-comment-fusionner-des-opportunites.md)
- [Qu’est-ce qu’un pipeline ?](https://support.forcemanager.net/fr/articles/8613303-qu-est-ce-qu-un-pipeline.md)

### Produits

- [Comment gérer vos produits dans Sage Sales Management](https://support.forcemanager.net/fr/articles/8613366-comment-gerer-vos-produits-dans-sage-sales-management.md)
- [Unités de mesure dans Sage Sales Management](https://support.forcemanager.net/fr/articles/15463398-unites-de-mesure-dans-sage-sales-management.md): Gérez plusieurs unités de mesure pour un même produit dans Sage Sales Management grâce à des règles de conversion et des contrôles de quantité qui garantissent une gestion cohérente des produits et...

### Offres et Commandes

- [Commandes](https://support.forcemanager.net/fr/articles/8613372-commandes.md)
- [Comment modifier une commande ?](https://support.forcemanager.net/fr/articles/8613373-comment-modifier-une-commande.md)
- [Comment ajouter une adresse de livraison à une commande ?](https://support.forcemanager.net/fr/articles/8613374-comment-ajouter-une-adresse-de-livraison-a-une-commande.md)
- [Comment ajouter des commandes ?](https://support.forcemanager.net/fr/articles/8613375-comment-ajouter-des-commandes.md)
- [Ajouter des produits à une commande](https://support.forcemanager.net/fr/articles/8613376-ajouter-des-produits-a-une-commande.md)
- [Comment partager une commande ?](https://support.forcemanager.net/fr/articles/8613378-comment-partager-une-commande.md)
- [Comment signer une commande ?](https://support.forcemanager.net/fr/articles/8613379-comment-signer-une-commande.md)
- [Comment filtrer ou rechercher des commandes ?](https://support.forcemanager.net/fr/articles/8613380-comment-filtrer-ou-rechercher-des-commandes.md)
- [Gestion des frais de transport dans Sage Sales Management](https://support.forcemanager.net/fr/articles/15029005-gestion-des-frais-de-transport-dans-sage-sales-management.md): La fonctionnalité de frais de transport permet d’afficher les montants liés au transport ou à la livraison dans les documents commerciaux à l’aide de produits configurés comme transport.
- [Gestion des taxes dans Sage Sales Management](https://support.forcemanager.net/fr/articles/15054052-gestion-des-taxes-dans-sage-sales-management.md): La fonctionnalité Core Tax Management permet de gérer les taxes directement dans Sage Sales Management grâce aux profils fiscaux des clients, aux taxes de base des produits et aux calculs fiscaux d...
- [Résumé financier du document commercial](https://support.forcemanager.net/fr/articles/15055855-resume-financier-du-document-commercial.md): Le nouveau résumé financier du document commercial offre une vue plus claire et structurée des principaux montants financiers dans les commandes commerciales.
- [Appliquer des remises aux devis et commandes](https://support.forcemanager.net/fr/articles/15476335-appliquer-des-remises-aux-devis-et-commandes.md): Appliquez des remises sous forme de montant ou de pourcentage dans les devis et commandes, au niveau du document ou des lignes de produit, et visualisez automatiquement leur impact sur les montants...

### Documents

- [Qu'est-ce que les documents ?](https://support.forcemanager.net/fr/articles/8613349-qu-est-ce-que-les-documents.md)
- [Comment fonctionne le menu Documents?](https://support.forcemanager.net/fr/articles/8613351-comment-fonctionne-le-menu-documents.md)
- [Comment fonctionne la recherche de documents ?](https://support.forcemanager.net/fr/articles/8613352-comment-fonctionne-la-recherche-de-documents.md): Avec ces options, Sage Sales Management simplifie et accélère la recherche de documents, que ce soit depuis la version web ou mobile.
- [Comment ajouter un document ?](https://support.forcemanager.net/fr/articles/8613353-comment-ajouter-un-document.md)
- [Comment ajouter des documents dans la fiche d’une entreprise ?](https://support.forcemanager.net/fr/articles/8613354-comment-ajouter-des-documents-dans-la-fiche-d-une-entreprise.md): Avec ces options, Sage Sales Management vous offre un moyen simple et efficace de gérer les documents associés à vos entreprises.
- [Comment modifier ou supprimer un dossier ou un document ?](https://support.forcemanager.net/fr/articles/8613355-comment-modifier-ou-supprimer-un-dossier-ou-un-document.md): Sage Sales Management vous permet de gérer vos dossiers et documents de manière simple, que ce soit depuis l’application web ou mobile.
- [Que puis-je faire avec un document ?](https://support.forcemanager.net/fr/articles/8613356-que-puis-je-faire-avec-un-document.md)

### Metrics et Rapports

- [Analyse des ventes](https://support.forcemanager.net/fr/articles/8613387-analyse-des-ventes.md)
- [Distribution : Répartition par état](https://support.forcemanager.net/fr/articles/8613405-distribution-repartition-par-etat.md)
- [Distribution : Répartition Géographique](https://support.forcemanager.net/fr/articles/8613403-distribution-repartition-geographique.md)
- [Conversion : Entonnoir d’entreprises](https://support.forcemanager.net/fr/articles/8613400-conversion-entonnoir-d-entreprises.md)
- [Conversion : Entonnoir des opportunités](https://support.forcemanager.net/fr/articles/8613398-conversion-entonnoir-des-opportunites.md)
- [Intensité : Classement de l’Activité](https://support.forcemanager.net/fr/articles/8613392-intensite-classement-de-l-activite.md)
- [Conversion : Prévision des opportunités](https://support.forcemanager.net/fr/articles/8613396-conversion-prevision-des-opportunites.md)
- [Graphique "Indicateurs d'activité"](https://support.forcemanager.net/fr/articles/8613399-graphique-indicateurs-d-activite.md): Configurez le graphique pour analyser efficacement l'évolution de l'activité dans Sage Sales Management et prendre des décisions stratégiques plus éclairées.
- [Conversion : Pipeline des Opportunités](https://support.forcemanager.net/fr/articles/8613395-conversion-pipeline-des-opportunites.md)
- [Intensité : Indicateurs d’Activité](https://support.forcemanager.net/fr/articles/8613391-intensite-indicateurs-d-activite.md): Grâce à cette fonctionnalité, vous pouvez suivre en détail l’ensemble des activités commerciales et optimiser vos stratégies de vente.
- [Intensité : Objectifs](https://support.forcemanager.net/fr/articles/8613389-intensite-objectifs.md): Avec cette fonctionnalité, vous pouvez gérer vos objectifs facilement tout en gardant le contrôle de vos performances commerciales.
- [Intensité : Activité](https://support.forcemanager.net/fr/articles/8613388-intensite-activite.md)
- [Score d’Activité : Mesurez et Améliorez les Performances Commerciales](https://support.forcemanager.net/fr/articles/8613386-score-d-activite-mesurez-et-ameliorez-les-performances-commerciales.md): Optimisez votre stratégie commerciale en mesurant ce qui compte vraiment.
- [Distribution : Entreprises les plus actives](https://support.forcemanager.net/fr/articles/8613404-distribution-entreprises-les-plus-actives.md)
- [Distribution : Couverture du portefeuille](https://support.forcemanager.net/fr/articles/8613393-distribution-couverture-du-portefeuille.md): Grâce à cette fonctionnalité, vous pourrez améliorer la gestion de vos visites et optimiser vos ressources commerciales.
- [Administrateur de widgets](https://support.forcemanager.net/fr/articles/8613384-administrateur-de-widgets.md)
- [Conversion : Classement des Ventes](https://support.forcemanager.net/fr/articles/8613409-conversion-classement-des-ventes.md)
- [Conversion : Diagramme Activité / Ventes](https://support.forcemanager.net/fr/articles/8613408-conversion-diagramme-activite-ventes.md)
- [Distribution : Répartition horaire](https://support.forcemanager.net/fr/articles/8613407-distribution-repartition-horaire.md)
- [Qu'est que c'est un rapport?](https://support.forcemanager.net/fr/articles/8613357-qu-est-que-c-est-un-rapport.md)
- [Accéder aux Rapports dans Sage Sales Management](https://support.forcemanager.net/fr/articles/8613358-acceder-aux-rapports-dans-sage-sales-management.md)
- [Quels types de rapports existent ?](https://support.forcemanager.net/fr/articles/8613359-quels-types-de-rapports-existent.md): Dans la section rapports, il existe trois types de rapports, que nous allons détailler dans les paragraphes suivants.
- [Rapport sur l’Historique des Objectifs dans Sage Sales Management](https://support.forcemanager.net/fr/articles/8613360-rapport-sur-l-historique-des-objectifs-dans-sage-sales-management.md): Le Rapport d’Historique des Objectifs dans Sage Sales Management fournit une vue claire et détaillée des progrès réalisés.
- [Rapport d'Activité Hebdomadaire pour les Plans Starter](https://support.forcemanager.net/fr/articles/8613361-rapport-d-activite-hebdomadaire-pour-les-plans-starter.md): Ce rapport d'activité hebdomadaire offre une vue complète et structurée de l’activité commerciale
- [Rapport d'Activité Hebdomadaire pour les plans Professional et Performance](https://support.forcemanager.net/fr/articles/8613362-rapport-d-activite-hebdomadaire-pour-les-plans-professional-et-performance.md)
- [Rapport du Tableau de Bord Agrégé](https://support.forcemanager.net/fr/articles/8613363-rapport-du-tableau-de-bord-agrege.md)
- [Rapport des entreprises non visitées, selon le cycle de visite](https://support.forcemanager.net/fr/articles/8613364-rapport-des-entreprises-non-visitees-selon-le-cycle-de-visite.md)
- [Rapport des Opportunités](https://support.forcemanager.net/fr/articles/8613365-rapport-des-opportunites.md)
- [Comment intégrer des tableaux de bord Power BI dans Sage Sales Management](https://support.forcemanager.net/fr/articles/11831076-comment-integrer-des-tableaux-de-bord-power-bi-dans-sage-sales-management.md)
- [Tableaux de bord](https://support.forcemanager.net/fr/articles/8698123-tableaux-de-bord.md): Business Intelligence conçue pour collecter des informations sur votre entreprise et optimiser votre stratégie de vente.
- [Analytics Pro](https://support.forcemanager.net/fr/articles/9031927-analytics-pro.md)

### Intégrations

- [Intégration de Mailchimp avec Sage Sales Management](https://support.forcemanager.net/fr/articles/8613454-integration-de-mailchimp-avec-sage-sales-management.md)
- [Zendesk](https://support.forcemanager.net/fr/articles/8613458-zendesk.md)
- [Plugin Outlook](https://support.forcemanager.net/fr/articles/8867038-plugin-outlook.md): Augmentez votre productivité en intégrant Sage Sales Management à votre boîte de réception Outlook.
- [Ringover](https://support.forcemanager.net/fr/articles/10819286-ringover.md)
- [Zoom](https://support.forcemanager.net/fr/articles/8613459-zoom.md): Sage Sales Management vous permet d’optimiser votre gestion des visioconférences.
- [Microsoft Teams : Intégration et Fonctionnalités](https://support.forcemanager.net/fr/articles/8613456-microsoft-teams-integration-et-fonctionnalites.md): Avec cette intégration, Sage Sales Management vous permet d’optimiser votre gestion des visioconférences.
- [Zapier : Concepts de base et configuration](https://support.forcemanager.net/fr/articles/8613457-zapier-concepts-de-base-et-configuration.md): avec Zapier, Sage Sales Management devient encore plus puissant en vous permettant d'automatiser les processus répétitifs et d’améliorer votre productivité
- [Quelles options d’intégration sont disponibles pour Zapier dans Sage Sales Management ?](https://support.forcemanager.net/fr/articles/8867182-quelles-options-d-integration-sont-disponibles-pour-zapier-dans-sage-sales-management.md)
- [Introduction à l’intégration de Sage Sales Management avec Make](https://support.forcemanager.net/fr/articles/8613455-introduction-a-l-integration-de-sage-sales-management-avec-make.md)
- [Création de flux de travail avec Sage Sales Management et Make](https://support.forcemanager.net/fr/articles/10575389-creation-de-flux-de-travail-avec-sage-sales-management-et-make.md)

### Intégrations avec Sage

- [Widget d’état de la synchronisation du Document de Vente](https://support.forcemanager.net/fr/articles/12993856-widget-d-etat-de-la-synchronisation-du-document-de-vente.md)
- [Statut de synchronisation avec Sage](https://support.forcemanager.net/fr/articles/14107290-statut-de-synchronisation-avec-sage.md)
- [Sage 50 FR : Étapes préalables à l’installation](https://support.forcemanager.net/fr/articles/15323163-sage-50-fr-etapes-prealables-a-l-installation.md): Préparez votre environnement avant d’installer le connecteur Sage 50 FR. Vérifiez l’accès COM, les informations de configuration nécessaires et les prérequis essentiels pour garantir une installati...
- [Sage 50 FR : Exigences techniques du connecteur](https://support.forcemanager.net/fr/articles/15323341-sage-50-fr-exigences-techniques-du-connecteur.md): Vérifiez que votre environnement répond aux exigences minimales du connecteur Sage 50 FR avant de commencer l’installation. Cela garantit le bon fonctionnement de l’intégration avec Sage Sales Mana...
- [Sage 50 FR : Installation du connecteur](https://support.forcemanager.net/fr/articles/15323536-sage-50-fr-installation-du-connecteur.md): Téléchargez et installez le connecteur Sage 50 FR sur le poste ou le serveur hébergeant vos données Sage. Le connecteur permet à Sage 50 FR de communiquer avec Sage Sales Management et constitue la...
- [Sage 50 FR : Vue d’ensemble fonctionnelle de l’intégration](https://support.forcemanager.net/fr/articles/15323573-sage-50-fr-vue-d-ensemble-fonctionnelle-de-l-integration.md): Découvrez comment l’intégration entre Sage 50 FR et Sage Sales Management permet de partager les données commerciales entre les deux solutions afin de simplifier le suivi client, les ventes et la g...
- [Sage 50 FR : Configuration initiale de l’intégration](https://support.forcemanager.net/fr/articles/15323637-sage-50-fr-configuration-initiale-de-l-integration.md): Configurez votre première connexion entre Sage 50 FR et Sage Sales Management. Cette étape permet d’associer vos sociétés, de définir l’administrateur de la solution et de préparer la première sync...
- [Sage 50 FR: Comment envoyer un devis de Sage Sales Management vers Sage 50 ?](https://support.forcemanager.net/fr/articles/10758500-sage-50-fr-comment-envoyer-un-devis-de-sage-sales-management-vers-sage-50.md)
- [Sage 50 FR: Fonctionnalités d'intégration](https://support.forcemanager.net/fr/articles/10533716-sage-50-fr-fonctionnalites-d-integration.md)
- [Sage 50 FR: Comment créer un devis synchronisé avec Sage 50 ?](https://support.forcemanager.net/fr/articles/10758379-sage-50-fr-comment-creer-un-devis-synchronise-avec-sage-50.md)
- [Sage 50 FR: Comment convertir un devis en bon de commande dans Sage ?](https://support.forcemanager.net/fr/articles/10758516-sage-50-fr-comment-convertir-un-devis-en-bon-de-commande-dans-sage.md)
- [Sage 50 FR: FAQ](https://support.forcemanager.net/fr/articles/10539573-sage-50-fr-faq.md)
- [Sage 50 FR: Réinstallation complète du connecteur SSM sur un système ayant déjà utilisé le connecteur avec Sage 50](https://support.forcemanager.net/fr/articles/11468914-sage-50-fr-reinstallation-complete-du-connecteur-ssm-sur-un-systeme-ayant-deja-utilise-le-connecteur-avec-sage-50.md)
- [Sage 100 FR: Télécharger le connecteur Sage 100 FR](https://support.forcemanager.net/fr/articles/11374758-sage-100-fr-telecharger-le-connecteur-sage-100-fr.md): Consultez les dernières versions du connecteur Sage 100 FR.
- [Sage 100 FR: Qu'est-ce que le connecteur Sage 100 FR ?Que propose-t-il ?](https://support.forcemanager.net/fr/articles/11382777-sage-100-fr-qu-est-ce-que-le-connecteur-sage-100-fr-que-propose-t-il.md)
- [Sage 100 FR: Comment utiliser le connecteur entre Sage 100 FR et Sage Sales Management ?](https://support.forcemanager.net/fr/articles/11382819-sage-100-fr-comment-utiliser-le-connecteur-entre-sage-100-fr-et-sage-sales-management.md)
- [Sage 100 FR: Réinstallation complète du connecteur SSM sur un système ayant déjà utilisé le connecteur avec Sage 100](https://support.forcemanager.net/fr/articles/11468637-sage-100-fr-reinstallation-complete-du-connecteur-ssm-sur-un-systeme-ayant-deja-utilise-le-connecteur-avec-sage-100.md)
- [Sage 100 FR: Mettre à jour le connecteur Sage Sales Management](https://support.forcemanager.net/fr/articles/15818134-sage-100-fr-mettre-a-jour-le-connecteur-sage-sales-management.md): Découvrez comment maintenir le connecteur Sage Sales Management à jour en activant les mises à jour automatiques ou en utilisant l’Auto Updater pour installer manuellement la dernière version dispo...
- [Sage 100 FR: Qu’est-ce que l’intégration des clients et prospects ?](https://support.forcemanager.net/fr/articles/11385689-sage-100-fr-qu-est-ce-que-l-integration-des-clients-et-prospects.md): L’intégration entre Sage 100 FR et Sage Sales Management permet une gestion structurée des clients et des prospects
- [Sage 100 FR: Qu’est-ce que l’intégration des contacts ?](https://support.forcemanager.net/fr/articles/11388034-sage-100-fr-qu-est-ce-que-l-integration-des-contacts.md)
- [Sage 100 FR: Qu’est-ce que l’intégration des produits ?](https://support.forcemanager.net/fr/articles/11388043-sage-100-fr-qu-est-ce-que-l-integration-des-produits.md)
- [Sage 100 FR: Qu’est-ce que l’intégration des adresses de livraison ?](https://support.forcemanager.net/fr/articles/11388060-sage-100-fr-qu-est-ce-que-l-integration-des-adresses-de-livraison.md)
- [Sage 100 FR: Qu’est-ce que l’intégration des utilisateurs ?](https://support.forcemanager.net/fr/articles/11388066-sage-100-fr-qu-est-ce-que-l-integration-des-utilisateurs.md)
- [Sage 100 FR: Comment fonctionne l’intégration des devis entre Sage Sales Management et Sage 100 ?](https://support.forcemanager.net/fr/articles/11581503-sage-100-fr-comment-fonctionne-l-integration-des-devis-entre-sage-sales-management-et-sage-100.md)
- [Sage 100 FR: Gestion des décimales dans les environnements connectés](https://support.forcemanager.net/fr/articles/14594025-sage-100-fr-gestion-des-decimales-dans-les-environnements-connectes.md): Dans un environnement connecté à Sage 100, Sage Sales Management récupère automatiquement la configuration des décimales afin d’assurer la cohérence des données et d’éviter les erreurs liées aux fo...
- [Sage 100 FR: Gestion des décimales dans les environnements connectés à Sage 100 FR](https://support.forcemanager.net/fr/articles/15017476-sage-100-fr-gestion-des-decimales-dans-les-environnements-connectes-a-sage-100-fr.md): Dans les environnements connectés à Sage 100 FR, Sage Sales Management récupère automatiquement la configuration des décimales afin d’assurer la cohérence des montants, prix et quantités entre les ...
- [Sage 100 FR: Gestion simplifiée des taxes dans les environnements connectés à Sage 100 FR](https://support.forcemanager.net/fr/articles/15017736-sage-100-fr-gestion-simplifiee-des-taxes-dans-les-environnements-connectes-a-sage-100-fr.md): Dans les environnements connectés à Sage 100 FR, Sage Sales Management améliore l’affichage des taxes afin de garantir des données plus cohérentes et alignées avec les calculs réalisés dans Sage 10...
- [Sage 100 FR: Affichage des frais de transport dans les environnements connectés à Sage 100 FR](https://support.forcemanager.net/fr/articles/15028709-sage-100-fr-affichage-des-frais-de-transport-dans-les-environnements-connectes-a-sage-100-fr.md): Dans les environnements connectés à Sage 100 FR, Sage Sales Management affiche les frais de transport définis dans Sage 100 FR afin d’améliorer la lisibilité des montants dans les documents commerc...
- [Sage 100 FR: Gestion des unités de mesure](https://support.forcemanager.net/fr/articles/15461368-sage-100-fr-gestion-des-unites-de-mesure.md): La synchronisation Sage 100 permet de gérer automatiquement les unités de mesure des produits dans Sage Sales Management, en conservant les unités principales, les colisages et l’historique des doc...
- [Sage 100 FR: Appliquer des remises aux devis et commandes](https://support.forcemanager.net/fr/articles/15480247-sage-100-fr-appliquer-des-remises-aux-devis-et-commandes.md): Appliquez des remises sous forme de montant ou de pourcentage dans les devis et commandes, au niveau du document ou des lignes de produit, et visualisez automatiquement leur impact sur les montants...
- [Sage 100 FR: La synchronisation ne fonctionne plus ?](https://support.forcemanager.net/fr/articles/11515531-sage-100-fr-la-synchronisation-ne-fonctionne-plus.md)
- [Un nouvel utilisateur ne voit aucune donnée dans SSM \(Sage 100 FR\)](https://support.forcemanager.net/fr/articles/14107020-un-nouvel-utilisateur-ne-voit-aucune-donnee-dans-ssm-sage-100-fr.md): Vous avez ajouté un nouvel utilisateur dans SSM et il ne voit aucune information ? Voici pourquoi et comment le résoudre
- [Sage 100 FR: Migration ou réinstallation d’un environnement connecté à SSM](https://support.forcemanager.net/fr/articles/15818107-sage-100-fr-migration-ou-reinstallation-d-un-environnement-connecte-a-ssm.md): Comprendre les impacts d’une migration, d’une réinstallation ou d’un changement d’infrastructure d’un environnement Sage 100 FR connecté à Sage Sales Management afin de préserver la synchronisation...

### Add-ons

- [Email Campaigns](https://support.forcemanager.net/fr/articles/15272289-email-campaigns.md): Email Campaigns est un module complémentaire de Sage Sales Management qui vous permet de créer, d’envoyer et de suivre des campagnes email en masse directement depuis la plateforme.
- [Configurer une identité d’expéditeur pour les campagnes email](https://support.forcemanager.net/fr/articles/15272378-configurer-une-identite-d-expediteur-pour-les-campagnes-email.md): Avant d’envoyer des campagnes depuis Marketing Campaigns, vous devez configurer une identité d’expéditeur. Cette configuration détermine la manière dont vos emails apparaissent aux destinataires et...
- [Vérifier votre domaine pour les campagnes email](https://support.forcemanager.net/fr/articles/14960435-verifier-votre-domaine-pour-les-campagnes-email.md): Configuration du domaine dans Marketing Campaigns
- [Créer et gérer des modèles de campagnes email](https://support.forcemanager.net/fr/articles/15272466-creer-et-gerer-des-modeles-de-campagnes-email.md): La section Modèles d’Email Campaigns vous permet de créer des modèles réutilisables pour vos campagnes email. Vous pouvez utiliser un éditeur visuel ou un éditeur HTML.
- [Créer et envoyer une campagne email](https://support.forcemanager.net/fr/articles/15272586-creer-et-envoyer-une-campagne-email.md): Le processus de création d’une campagne vous guide étape par étape dans la configuration de l’expéditeur, des destinataires, de l’objet et de la conception de l’email afin de garantir des envois pl...
- [Préparer les abonnés et le statut marketing](https://support.forcemanager.net/fr/articles/15272432-preparer-les-abonnes-et-le-statut-marketing.md): Le statut marketing détermine si une Entreprise ou un Contact peut être inclus comme destinataire d’une campagne email.
- [Gérer le statut marketing des Entreprises et des Contacts](https://support.forcemanager.net/fr/articles/16050154-gerer-le-statut-marketing-des-entreprises-et-des-contacts.md): Gérez le statut marketing des Entreprises et des Contacts, consultez son historique des modifications et comprenez l’impact des différents événements sur le consentement des destinataires.
- [Gérer les listes de destinataires](https://support.forcemanager.net/fr/articles/16050790-gerer-les-listes-de-destinataires.md): Créez et gérez des listes de destinataires afin de regrouper des Entreprises et des Contacts et de les réutiliser comme audience cible pour vos campagnes email.
- [Comprendre les métriques et les analyses des campagnes](https://support.forcemanager.net/fr/articles/15272643-comprendre-les-metriques-et-les-analyses-des-campagnes.md): Email Campaigns fournit des métriques et des analyses qui vous permettent d’évaluer les performances de vos campagnes email directement depuis Sage Sales Management.
- [Goal Manager](https://support.forcemanager.net/fr/articles/8613463-goal-manager.md): Gestion des Objectifs dans Sage Sales Management
- [Goal Manager: Types d’Attribution des Objectifs](https://support.forcemanager.net/fr/articles/8613464-goal-manager-types-d-attribution-des-objectifs.md)
- [Goal Manager: Configuration des Objectifs](https://support.forcemanager.net/fr/articles/10575980-goal-manager-configuration-des-objectifs.md)
- [News Manager – Communication Interne Efficace dans Sage Sales Management](https://support.forcemanager.net/fr/articles/8613462-news-manager-communication-interne-efficace-dans-sage-sales-management.md)
- [Sales Campaigns dans Sage Sales Management](https://support.forcemanager.net/fr/articles/8613461-sales-campaigns-dans-sage-sales-management.md): Sales Campaigns te permet d’organiser, lancer et suivre des campagnes commerciales directement depuis Sage Sales Management.
- [Configurer Sales Campaigns](https://support.forcemanager.net/fr/articles/10600009-configurer-sales-campaigns.md): La configuration de Sales Campaigns permet de définir les permissions, gérer les campagnes et contrôler les actions que les utilisateurs peuvent réaliser selon le statut de chaque campagne.
- [Sales Campaigns : FAQ et résolution de problèmes](https://support.forcemanager.net/fr/articles/15175750-sales-campaigns-faq-et-resolution-de-problemes.md): Cet article rassemble les questions les plus fréquentes concernant Sales Campaigns dans Sage Sales Management.
- [Signature Manager](https://support.forcemanager.net/fr/articles/8613465-signature-manager.md)
- [Signature Manager: Comment Utiliser Signature Manager sur le Web et les Appareils Mobiles](https://support.forcemanager.net/fr/articles/10576859-signature-manager-comment-utiliser-signature-manager-sur-le-web-et-les-appareils-mobiles.md): ignature Manager permet de gérer la signature des documents PDF ou DOC directement depuis Sage Sales Management.
- [Sage Copilot : Assistant Personnalisé](https://support.forcemanager.net/fr/articles/9464351-sage-copilot-assistant-personnalise.md): Sage Copilot est un expert de votre entreprise toujours à vos côtés
- [Sage Copilot : Rapport vocal intelligent](https://support.forcemanager.net/fr/articles/9616213-sage-copilot-rapport-vocal-intelligent.md): Rapport d'activité par voix avec l'IA de Sage Copilot
- [Sage Copilot: Rapport intelligent par la voix. Remplir des formulaires avec Sage Copilot](https://support.forcemanager.net/fr/articles/11623506-sage-copilot-rapport-intelligent-par-la-voix-remplir-des-formulaires-avec-sage-copilot.md)

### Guide du développeur API

- [Version 4](https://support.forcemanager.net/fr/articles/8613470-version-4.md)
- [Introduction](https://support.forcemanager.net/fr/articles/8613471-introduction.md)
- [Requirements](https://support.forcemanager.net/fr/articles/8613472-requirements.md)
- [Using cURL to consume Sage Sales Management API](https://support.forcemanager.net/fr/articles/8613473-using-curl-to-consume-sage-sales-management-api.md)
- [Service endpoint](https://support.forcemanager.net/fr/articles/8613474-service-endpoint.md)
- [Data transfer](https://support.forcemanager.net/fr/articles/8613475-data-transfer.md)
- [Authentication in Sage Sales Management API](https://support.forcemanager.net/fr/articles/8613476-authentication-in-sage-sales-management-api.md)
- [Sage Sales Management API versions](https://support.forcemanager.net/fr/articles/8613477-sage-sales-management-api-versions.md)
- [Entity types](https://support.forcemanager.net/fr/articles/8613478-entity-types.md)
- [Using RESTful API](https://support.forcemanager.net/fr/articles/8613479-using-restful-api.md)
- [Annex I. Examples](https://support.forcemanager.net/fr/articles/8613480-annex-i-examples.md)
- [Annex II: Sage Sales Management Query Language](https://support.forcemanager.net/fr/articles/8613481-annex-ii-sage-sales-management-query-language.md)
- [Java examples](https://support.forcemanager.net/fr/articles/8613482-java-examples.md)
- [C\# .NET examples](https://support.forcemanager.net/fr/articles/8613483-c-net-examples.md)

### Admin Sage Sales Management

- [Qu’est-ce qu’un Environnement dans Sage Sales Management ?](https://support.forcemanager.net/fr/articles/13333593-qu-est-ce-qu-un-environnement-dans-sage-sales-management.md): Comprends comment fonctionnent les Environnements dans Sage Sales Management pour gérer la visibilité, les accès utilisateurs et la segmentation des données.
- [Multi-environnement : travailler avec différents groupes d’entreprises](https://support.forcemanager.net/fr/articles/13713112-multi-environnement-travailler-avec-differents-groupes-d-entreprises.md): Le Multi-environnement te permet de gérer différents groupes d’entreprises de manière indépendante au sein de la même application.
- [Qu’est-ce que l’utilisateur Sage Sales Management Admin ?](https://support.forcemanager.net/fr/articles/8613190-qu-est-ce-que-l-utilisateur-sage-sales-management-admin.md)
- [Que permet l’utilisateur Sage Sales Management Admin ?](https://support.forcemanager.net/fr/articles/8613191-que-permet-l-utilisateur-sage-sales-management-admin.md)
- [Authentification à deux facteurs dans Sage Sales Management Admin](https://support.forcemanager.net/fr/articles/8613192-authentification-a-deux-facteurs-dans-sage-sales-management-admin.md)
- [Comment fonctionne le menu Utilisateurs ?](https://support.forcemanager.net/fr/articles/8613193-comment-fonctionne-le-menu-utilisateurs.md)
- [Que permet le menu Utilisateurs ?](https://support.forcemanager.net/fr/articles/8613194-que-permet-le-menu-utilisateurs.md)
- [Comment créer un utilisateur ?](https://support.forcemanager.net/fr/articles/8613195-comment-creer-un-utilisateur.md)
- [Comment fonctionne le mode hiérarchique des utilisateurs ?](https://support.forcemanager.net/fr/articles/8613197-comment-fonctionne-le-mode-hierarchique-des-utilisateurs.md)
- [Comment fonctionne le mode « Liste » des utilisateurs ?](https://support.forcemanager.net/fr/articles/8613198-comment-fonctionne-le-mode-liste-des-utilisateurs.md)
- [Comment fonctionne l’onglet « Résumé de l’environnement » des utilisateurs ?](https://support.forcemanager.net/fr/articles/8613199-comment-fonctionne-l-onglet-resume-de-l-environnement-des-utilisateurs.md)
- [Comment unifier tes mots de passe ?](https://support.forcemanager.net/fr/articles/8613200-comment-unifier-tes-mots-de-passe.md)
- [Configuration de la synchronisation via SCIM](https://support.forcemanager.net/fr/articles/8613201-configuration-de-la-synchronisation-via-scim.md)
- [Qu’est-ce qu’un rôle ?](https://support.forcemanager.net/fr/articles/8613202-qu-est-ce-qu-un-role.md)
- [Que sont les rôles dans Sage Sales Management ?](https://support.forcemanager.net/fr/articles/8613203-que-sont-les-roles-dans-sage-sales-management.md)
- [Que sont les champs dans Sage Sales Management ?](https://support.forcemanager.net/fr/articles/8613204-que-sont-les-champs-dans-sage-sales-management.md)
- [Gérer les champs dans Sage Sales Management](https://support.forcemanager.net/fr/articles/8613205-gerer-les-champs-dans-sage-sales-management.md)
- [Gestion avancée des champs](https://support.forcemanager.net/fr/articles/8613208-gestion-avancee-des-champs.md)
- [Comment fonctionne la gestion des doublons ?](https://support.forcemanager.net/fr/articles/8613209-comment-fonctionne-la-gestion-des-doublons.md)
- [Smart Fields](https://support.forcemanager.net/fr/articles/11053025-smart-fields.md): Comment configurer des relations conditionnelles entre champs
- [Champs dynamiques et champs dépendants](https://support.forcemanager.net/fr/articles/9886558-champs-dynamiques-et-champs-dependants.md)
- [Indicateur de synchronisation avec Sage Accounting dans les champs et les listes de valeurs](https://support.forcemanager.net/fr/articles/13632259-indicateur-de-synchronisation-avec-sage-accounting-dans-les-champs-et-les-listes-de-valeurs.md): indicateur informatif permettant d’identifier si certains champs, listes et valeurs sont intégrés et synchronisés avec Sage Accounting.
- [Comment fonctionne le menu Listes de valeurs ?](https://support.forcemanager.net/fr/articles/8613211-comment-fonctionne-le-menu-listes-de-valeurs.md)
- [Qu’est-ce que les Listes de valeurs ?](https://support.forcemanager.net/fr/articles/8613212-qu-est-ce-que-les-listes-de-valeurs.md)
- [Que permet le menu Listes de valeurs ?](https://support.forcemanager.net/fr/articles/8613213-que-permet-le-menu-listes-de-valeurs.md)
- [Qu’est-ce qu’une règle de validation ?](https://support.forcemanager.net/fr/articles/8613216-qu-est-ce-qu-une-regle-de-validation.md)
- [Comment activer les règles de validation ?](https://support.forcemanager.net/fr/articles/8613218-comment-activer-les-regles-de-validation.md)
- [Comment fonctionne le menu Paramètres ?](https://support.forcemanager.net/fr/articles/8613219-comment-fonctionne-le-menu-parametres.md)
- [Comment fonctionnent les paramètres de Sage Sales Management ?](https://support.forcemanager.net/fr/articles/8613221-comment-fonctionnent-les-parametres-de-sage-sales-management.md)
- [Comment filtrer et modifier les paramètres ?](https://support.forcemanager.net/fr/articles/8613222-comment-filtrer-et-modifier-les-parametres.md)
- [Que sont les « Littéraux » dans Sage Sales Management ?](https://support.forcemanager.net/fr/articles/8613231-que-sont-les-litteraux-dans-sage-sales-management.md)
- [Comment filtrer les littéraux dans Sage Sales Management](https://support.forcemanager.net/fr/articles/8613232-comment-filtrer-les-litteraux-dans-sage-sales-management.md)
- [Comment modifier les littéraux dans Sage Sales Management](https://support.forcemanager.net/fr/articles/8613233-comment-modifier-les-litteraux-dans-sage-sales-management.md)
- [Importer, mettre à jour et exporter des données dans Sage Sales Management](https://support.forcemanager.net/fr/articles/8613227-importer-mettre-a-jour-et-exporter-des-donnees-dans-sage-sales-management.md)
- [Comment importer des données dans Sage Sales Management](https://support.forcemanager.net/fr/articles/8613228-comment-importer-des-donnees-dans-sage-sales-management.md)
- [Comment mettre à jour des données existantes dans Sage Sales Management](https://support.forcemanager.net/fr/articles/8613230-comment-mettre-a-jour-des-donnees-existantes-dans-sage-sales-management.md)
- [Que sont les widgets dans Sage Sales Management ?](https://support.forcemanager.net/fr/articles/8613223-que-sont-les-widgets-dans-sage-sales-management.md)
- [Qu’est-ce qu’un widget dans Sage Sales Management ?](https://support.forcemanager.net/fr/articles/8613224-qu-est-ce-qu-un-widget-dans-sage-sales-management.md)
- [Sage 50 Mobile FR: FAQ et résolution des problèmes](https://support.forcemanager.net/fr/articles/12840684-sage-50-mobile-fr-faq-et-resolution-des-problemes.md): Cette section répond aux questions fréquentes et propose des solutions concrètes pour résoudre les éventuels problèmes liés à l’utilisation de l’application.
- [Sage 50 Mobile FR: Configuration de l’application mobile Sage 50](https://support.forcemanager.net/fr/articles/13225440-sage-50-mobile-fr-configuration-de-l-application-mobile-sage-50.md): Cet article explique comment activer et configurer l’application Sage 50 Mobile depuis Sage 50. Le processus est simple et permet de préparer l’application mobile afin de synchroniser les données e...
- [Sage 50 Mobile FR: Qu’est-ce que le Sage ID ?](https://support.forcemanager.net/fr/articles/12598224-sage-50-mobile-fr-qu-est-ce-que-le-sage-id.md): Le Sage ID est le système d’accès unifié de Sage
- [Sage 50 Mobile FR: Pourquoi tu as besoin d’un utilisateur principal](https://support.forcemanager.net/fr/articles/12598309-sage-50-mobile-fr-pourquoi-tu-as-besoin-d-un-utilisateur-principal.md): L’utilisateur principal joue un rôle essentiel dans la gestion de l’intégration entre l’application mobile Sage 50 et Sage.
- [Sage 50 Mobile FR: Qu’est-ce que le numéro de série \(Serial Number\) dans Sage 50 France et comment le retrouver ?](https://support.forcemanager.net/fr/articles/12750454-sage-50-mobile-fr-qu-est-ce-que-le-numero-de-serie-serial-number-dans-sage-50-france-et-comment-le-retrouver.md): Le Serial Number est l’identifiant unique de la licence du logiciel
- [Sage 50 FR Copilot Comment synchroniser un dossier](https://support.forcemanager.net/fr/articles/12750470-sage-50-fr-copilot-comment-synchroniser-un-dossier.md)
- [Sage 50 Mobile FR: Introduction au tableau de bord](https://support.forcemanager.net/fr/articles/12637311-sage-50-mobile-fr-introduction-au-tableau-de-bord.md): Découvrez le tableau de bord de l’application mobile Sage 50 et les indicateurs qu’il met à votre disposition pour suivre l’activité commerciale, la trésorerie et les performances de votre entreprise.
- [Sage 50 Mobile FR: Avoirs – Consulter et analyser les montants en suspens](https://support.forcemanager.net/fr/articles/13437381-sage-50-mobile-fr-avoirs-consulter-et-analyser-les-montants-en-suspens.md)
- [Sage 50 Mobile FR: Lignes directrices générales pour le calcul des indicateurs](https://support.forcemanager.net/fr/articles/12780898-sage-50-mobile-fr-lignes-directrices-generales-pour-le-calcul-des-indicateurs.md): Découvrez les règles générales utilisées pour calculer les indicateurs du tableau de bord de l’application mobile Sage 50, notamment l’origine des données, les périodes prises en compte et le trait...
- [Sage 50 Mobile FR: Dossiers avec gestion commerciale disponible](https://support.forcemanager.net/fr/articles/13544590-sage-50-mobile-fr-dossiers-avec-gestion-commerciale-disponible.md)
- [Sage 50 Mobile FR: Indicateur – Bénéfice commercial \(Profit de trading\)](https://support.forcemanager.net/fr/articles/13544614-sage-50-mobile-fr-indicateur-benefice-commercial-profit-de-trading.md): Découvrez comment l’indicateur Bénéfice commercial \(Profit de trading\) calcule et affiche la marge brute générée par les ventes dans le tableau de bord de l’application mobile Sage 50.
- [Sage 50 Mobile FR: Indicateur – Ventes actuelles](https://support.forcemanager.net/fr/articles/13544681-sage-50-mobile-fr-indicateur-ventes-actuelles.md): Découvrez comment l’indicateur Ventes actuelles calcule et affiche le chiffre d’affaires de votre entreprise à partir des ventes enregistrées dans le tableau de bord de l’application mobile Sage 50.
- [Sage 50 Mobile FR: Indicateur – Achats actuels](https://support.forcemanager.net/fr/articles/13547420-sage-50-mobile-fr-indicateur-achats-actuels.md): Découvrez comment l’indicateur Achats actuels calcule et affiche le montant des achats réalisés par votre entreprise à partir des données fournisseurs dans le tableau de bord de l’application mobil...
- [Sage 50 Mobile FR: Indicateur – Recouvrements en attente](https://support.forcemanager.net/fr/articles/13547571-sage-50-mobile-fr-indicateur-recouvrements-en-attente.md): Découvrez comment l’indicateur Recouvrements en attente vous aide à suivre les montants dus par vos clients, qu’ils soient à échoir ou déjà échus, dans le tableau de bord de l’application mobile Sa...
- [Sage 50 Mobile FR: Indicateur – Paiements en cours](https://support.forcemanager.net/fr/articles/13548204-sage-50-mobile-fr-indicateur-paiements-en-cours.md): Découvrez comment l’indicateur Paiements en cours vous permet de suivre les montants à régler auprès de vos fournisseurs, qu’ils soient à échoir ou déjà échus, dans le tableau de bord de l’applicat...
- [Sage 50 Mobile FR: Indicateur – Meilleures ventes par client](https://support.forcemanager.net/fr/articles/13548369-sage-50-mobile-fr-indicateur-meilleures-ventes-par-client.md): Découvrez comment l’indicateur Meilleures ventes par client identifie les clients générant le plus fort volume de chiffre d’affaires dans le tableau de bord de l’application mobile Sage 50.
- [Sage 50 Mobile FR: Indicateur – Principales ventes par produit](https://support.forcemanager.net/fr/articles/13548401-sage-50-mobile-fr-indicateur-principales-ventes-par-produit.md): Découvrez comment l’indicateur Principales ventes par produit identifie les produits ou services générant le plus fort volume de chiffre d’affaires dans le tableau de bord de l’application mobile S...
- [Sage 50 Mobile FR: Indicateur – Principaux achats par fournisseur](https://support.forcemanager.net/fr/articles/13548545-sage-50-mobile-fr-indicateur-principaux-achats-par-fournisseur.md): Découvrez comment l’indicateur Principaux achats par fournisseur identifie les fournisseurs représentant le plus fort volume d’achats dans le tableau de bord de l’application mobile Sage 50.
- [Sage 50 Mobile FR: Dossiers avec uniquement la comptabilité disponible](https://support.forcemanager.net/fr/articles/13548658-sage-50-mobile-fr-dossiers-avec-uniquement-la-comptabilite-disponible.md): Cette section explique le fonctionnement des indicateurs du tableau de bord lorsque seul le module de comptabilité est disponible dans Sage 50.
- [Sage 50 Mobile FR: Indicateur – Ventes actuelles](https://support.forcemanager.net/fr/articles/13548717-sage-50-mobile-fr-indicateur-ventes-actuelles.md): Découvrez comment l’indicateur Ventes actuelles calcule et affiche le chiffre d’affaires de votre entreprise lorsque seul le module de comptabilité est disponible dans le tableau de bord de l’appli...
- [Sage 50 Mobile FR: Indicateur – Achats actuels](https://support.forcemanager.net/fr/articles/13548802-sage-50-mobile-fr-indicateur-achats-actuels.md): Découvrez comment l’indicateur Achats actuels calcule et affiche le montant des achats de biens et de services lorsque seul le module de comptabilité est disponible dans le tableau de bord de l’app...
- [Sage 50 Mobile FR: Indicateur – Recouvrements en attente](https://support.forcemanager.net/fr/articles/13548893-sage-50-mobile-fr-indicateur-recouvrements-en-attente.md): Découvrez comment l’indicateur Recouvrements en attente permet de suivre les créances clients à partir des écritures comptables lorsque seul le module de comptabilité est disponible dans le tableau...
- [Sage 50 Mobile FR: Indicateur – Paiements en cours](https://support.forcemanager.net/fr/articles/13548996-sage-50-mobile-fr-indicateur-paiements-en-cours.md): Découvrez comment l’indicateur Paiements en cours permet de suivre les obligations de paiement fournisseurs à partir des écritures comptables lorsque seul le module de comptabilité est disponible d...
- [Sage 50 Mobile FR: Aspects à examiner en cas de doute](https://support.forcemanager.net/fr/articles/13549090-sage-50-mobile-fr-aspects-a-examiner-en-cas-de-doute.md): Cet article présente les points clés à vérifier si les données affichées dans le tableau de bord de l’application mobile Sage 50 semblent incomplètes, obsolètes ou incorrectes.

### Informations légales

- [Conditions générales](https://support.forcemanager.net/fr/articles/15480334-conditions-generales.md): Consultez les conditions générales, la politique de confidentialité et d’autres informations juridiques relatives à Sage Sales Management.
- [Politique de confidentialité](https://support.forcemanager.net/fr/articles/15480445-politique-de-confidentialite.md): Consulter la politique de confidentialité

## Deutsch

###  Willkommen bei Sage Sales Management

- [Was ist Sage Sales Management?](https://support.forcemanager.net/de/articles/8613234-was-ist-sage-sales-management.md)
- [Verfügbare Pläne in Sage Sales Management](https://support.forcemanager.net/de/articles/8850787-verfugbare-plane-in-sage-sales-management.md): Entdecken Sie die verfügbaren Pläne und wählen Sie den passenden für Ihr Unternehmen
- [Nutzungsgrenzen in Sage Sales Management](https://support.forcemanager.net/de/articles/8948844-nutzungsgrenzen-in-sage-sales-management.md): Erfahren Sie, wie die in Ihrer Lizenz verfügbaren Ressourcen verwaltet werden
- [Wie greife ich auf Sage Sales Management zu?](https://support.forcemanager.net/de/articles/8613237-wie-greife-ich-auf-sage-sales-management-zu.md): Du kannst auf Sage Sales Management über die Mobile App oder die Webversion zugreifen – immer mit denselben Zugangsdaten. Dieser Artikel erklärt, wie du dich über beide Kanäle anmeldest.
- [Benutzerverwaltung](https://support.forcemanager.net/de/articles/8613243-benutzerverwaltung.md): Verwalten Sie den Zugriff Ihrer Teammitglieder auf Sage Sales Management
- [Sage Sales Management vor dem Start konfigurieren](https://support.forcemanager.net/de/articles/8613239-sage-sales-management-vor-dem-start-konfigurieren.md): Bereiten Sie Ihre Arbeitsumgebung vor und erfahren Sie, welche Einstellungen Sie bei Bedarf konfigurieren können
- [Profilbild und Firmenlogo aktualisieren](https://support.forcemanager.net/de/articles/8613242-profilbild-und-firmenlogo-aktualisieren.md): Erfahren Sie, wie Sie Ihr Profilbild ändern und die Logos für Berichte sowie für die Web- und Mobile-App von Sage Sales Management aktualisieren.

### Erste Schritte

- [Erste Schritte mit Dashboards](https://support.forcemanager.net/de/articles/15647611-erste-schritte-mit-dashboards.md): Erfahren Sie, was Dashboards in Sage Sales Management sind und wie Sie die wichtigsten Vertriebskennzahlen mithilfe interaktiver Dashboards visualisieren können.
- [Erste Schritte mit Unternehmen](https://support.forcemanager.net/de/articles/15646790-erste-schritte-mit-unternehmen.md): Erfahren Sie, was Unternehmen in Sage Sales Management sind, erstellen Sie Ihr erstes Unternehmen und entdecken Sie, wie Sie mit diesem Modul Ihre Geschäftsbeziehungen organisieren können.
- [Erste Schritte mit Kontakten](https://support.forcemanager.net/de/articles/15647216-erste-schritte-mit-kontakten.md): Erfahren Sie, was ein Kontakt in Sage Sales Management ist, wie Kontakte mit Unternehmen verknüpft sind und warum sie für die Verwaltung Ihrer Geschäftsbeziehungen wichtig sind.
- [Erste Schritte mit Aktivitäten](https://support.forcemanager.net/de/articles/15647227-erste-schritte-mit-aktivitaten.md): Erfahren Sie, was Aktivitäten in Sage Sales Management sind, erfassen Sie Ihre erste Interaktion und entdecken Sie, wie Sie einen vollständigen Verlauf Ihrer Vertriebsaktivitäten führen können.
- [Erste Schritte mit Verkaufschancen](https://support.forcemanager.net/de/articles/15647250-erste-schritte-mit-verkaufschancen.md): Erfahren Sie, was Verkaufschancen in Sage Sales Management sind, erstellen Sie Ihre erste Verkaufschance und beginnen Sie mit der Nachverfolgung potenzieller Verkäufe.
- [Erste Schritte mit Dokumenten](https://support.forcemanager.net/de/articles/15647236-erste-schritte-mit-dokumenten.md): Erfahren Sie, was Dokumente in Sage Sales Management sind und wie sie Ihnen dabei helfen, die während des Vertriebsprozesses erstellten Vertriebsinformationen einzusehen und zu teilen.
- [Erste Schritte mit Kennzahlen und Berichten](https://support.forcemanager.net/de/articles/15647260-erste-schritte-mit-kennzahlen-und-berichten.md): Erfahren Sie, wie Kennzahlen und Berichte Vertriebsaktivitäten in aussagekräftige Informationen umwandeln, mit denen Sie die Leistung analysieren und fundierte Entscheidungen treffen können.
- [Willkommen bei Sage Sales Management anpassen](https://support.forcemanager.net/de/articles/15897396-willkommen-bei-sage-sales-management-anpassen.md): Erfahren Sie, wie Sie Sage Sales Management anpassen, indem Sie Ihr Konto, Ihren Arbeitsbereich und Ihr Unternehmen mit den verfügbaren Konfigurationsoptionen personalisieren.
- [Dashboard \(Webversion\)](https://support.forcemanager.net/de/articles/10080229-dashboard-webversion.md)
- [Automatisieren Sie wiederkehrende Geschäftsprozesse](https://support.forcemanager.net/de/articles/15897932-automatisieren-sie-wiederkehrende-geschaftsprozesse.md): Erfahren Sie, wie Automatisierungen wiederkehrende Aufgaben vereinfachen und Ihre Geschäftsprozesse optimieren können. In dieser Sammlung lernen Sie, Automatisierungen zu erstellen, zu konfiguriere...
- [Automatisierungen: Vereinfache und optimiere deine täglichen Prozesse](https://support.forcemanager.net/de/articles/12291109-automatisierungen-vereinfache-und-optimiere-deine-taglichen-prozesse.md): Automatisiere zentrale Prozesse in Sage Sales Management und vereinfache deine Arbeit mit der neuen Funktionalität für Automatisierungen.
- [Wie man eine Automatisierung in Sage Sales Management erstellt und testet](https://support.forcemanager.net/de/articles/12602497-wie-man-eine-automatisierung-in-sage-sales-management-erstellt-und-testet.md)
- [Automatisierungen: Kann ich Bedingungen über verschiedene Module hinweg kombinieren?](https://support.forcemanager.net/de/articles/13367332-automatisierungen-kann-ich-bedingungen-uber-verschiedene-module-hinweg-kombinieren.md): Erfahre, wie du Bedingungen in Automatisierungen erstellen kannst, indem du verschiedene Module und Entitäten in Sage Sales Management kombinierst, um präzisere und flexiblere Regeln zu definieren.
- [Automatisierungen in Sage Sales Management: wie man Fehler identifiziert und behebt](https://support.forcemanager.net/de/articles/12602479-automatisierungen-in-sage-sales-management-wie-man-fehler-identifiziert-und-behebt.md): In diesem Artikel lernst du, Fehler zu erkennen, zu überprüfen und zu beheben, die in deinen Automatisierungen auftreten können.
- [Automatisierungen – Häufig gestellte Fragen](https://support.forcemanager.net/de/articles/12602515-automatisierungen-haufig-gestellte-fragen.md)
- [Willkommen bei CRM-Verwaltung](https://support.forcemanager.net/de/articles/15897460-willkommen-bei-crm-verwaltung.md): Entdecken Sie die Administrationsplattform von Sage Sales Management und lernen Sie die wichtigsten Bereiche zur Verwaltung, Anpassung und Pflege Ihres CRM kennen.

### FAQ

- [Synchronisiere deine E-Mails mit Microsoft Office 365 \(Outlook / Exchange\)](https://support.forcemanager.net/de/articles/14685757-synchronisiere-deine-e-mails-mit-microsoft-office-365-outlook-exchange.md): Richte die Synchronisierung deiner Microsoft Office 365 E-Mails mit Sage Sales Management ein, um E-Mail-Aktivitäten automatisch im CRM zu erfassen

### Sage Copilot

- [Sprachaktionen: Informationen schneller mit Sage Copilot erfassen](https://support.forcemanager.net/de/articles/8613426-sprachaktionen-informationen-schneller-mit-sage-copilot-erfassen.md): Verwenden Sie Sage Copilot, um neue Datensätze zu erstellen oder bestehende Informationen mithilfe natürlicher Sprache zu ergänzen. Beschreiben Sie Ihr Anliegen per Text, Sprache, Bild oder Dokumen...

### Aktivitât

- [Check-in: Besuche erfassen und per Sprache in Sage Sales Management berichten](https://support.forcemanager.net/de/articles/8613318-check-in-besuche-erfassen-und-per-sprache-in-sage-sales-management-berichten.md): Mit dem Check-in kannst du Kundenbesuche direkt über die mobile App von Sage Sales Management erfassen – entweder manuell oder per Sprache mit Sage Copilot.
- [Was ist der Kalender?](https://support.forcemanager.net/de/articles/8613333-was-ist-der-kalender.md)

### Produkte

- [Maßeinheiten in Sage Sales Management](https://support.forcemanager.net/de/articles/15463398-masseinheiten-in-sage-sales-management.md): Verwalten Sie mehrere Maßeinheiten für dasselbe Produkt in Sage Sales Management mithilfe von Umrechnungsregeln und Mengenkontrollen, um eine konsistente Produktverwaltung und eine höhere Genauigke...

### Angebote

- [Wie fügt man Aufträge hinzu?](https://support.forcemanager.net/de/articles/8613375-wie-fugt-man-auftrage-hinzu.md)
- [Produkte zu einem Auftrag hinzufügen](https://support.forcemanager.net/de/articles/8613376-produkte-zu-einem-auftrag-hinzufugen.md)
- [Verwaltung von Transportkosten in Sage Sales Management](https://support.forcemanager.net/de/articles/15029005-verwaltung-von-transportkosten-in-sage-sales-management.md): Mit der Funktion für Transportkosten können Versand- oder Transportbeträge in Verkaufsdokumenten mithilfe von Produkten angezeigt werden, die als Transport definiert sind.
- [Steuerverwaltung in Sage Sales Management](https://support.forcemanager.net/de/articles/15054052-steuerverwaltung-in-sage-sales-management.md): Die Funktion Core Tax Management ermöglicht die direkte Verwaltung von Steuern in Sage Sales Management mithilfe von Steuerprofilen für Kunden, Produktsteuern und Steuerberechnungen in Verkaufsdoku...
- [Finanzübersicht des Verkaufsdokuments](https://support.forcemanager.net/de/articles/15055855-finanzubersicht-des-verkaufsdokuments.md): Die neue Finanzübersicht des Verkaufsdokuments bietet eine klarere und strukturiertere Ansicht der wichtigsten finanziellen Beträge innerhalb von Verkaufsaufträgen.
- [Rabatte in Angeboten und Aufträgen anwenden](https://support.forcemanager.net/de/articles/15476335-rabatte-in-angeboten-und-auftragen-anwenden.md): Wenden Sie Rabatte als Betrag oder Prozentsatz in Angeboten und Aufträgen an, auf Dokument- oder Produktebene, und sehen Sie automatisch deren Auswirkungen auf die berechneten Beträge.

### Integraciones con Sage

- [Widget für den Status der Angebots­synchronisation](https://support.forcemanager.net/de/articles/12993856-widget-fur-den-status-der-angebots-synchronisation.md)
- [Synchronisationsstatus](https://support.forcemanager.net/de/articles/14107290-synchronisationsstatus.md)

### Add-ons

- [Email Campaigns](https://support.forcemanager.net/de/articles/15272289-email-campaigns.md): Email Campaigns ist ein Add-on für Sage Sales Management, mit dem Sie Massen-E-Mail-Kampagnen direkt über die Plattform erstellen, versenden und nachverfolgen können.
- [Eine Absenderidentität für E-Mail-Kampagnen konfigurieren](https://support.forcemanager.net/de/articles/15272378-eine-absenderidentitat-fur-e-mail-kampagnen-konfigurieren.md)
- [Ihre Domain für E-Mail-Kampagnen verifizieren](https://support.forcemanager.net/de/articles/14960435-ihre-domain-fur-e-mail-kampagnen-verifizieren.md): Authentifizieren Sie Ihre Domain, um die Zustellbarkeit Ihrer E-Mail-Kampagnen zu verbessern und den Versand aus Sage Sales Management zu ermöglichen.
- [E-Mail-Kampagnenvorlagen erstellen und verwalten](https://support.forcemanager.net/de/articles/15272466-e-mail-kampagnenvorlagen-erstellen-und-verwalten.md): Im Bereich Vorlagen von Email Campaigns können Sie wiederverwendbare Designs für Ihre E-Mail-Kampagnen erstellen. Sie können dazu entweder den visuellen Editor oder den HTML-Editor verwenden.
- [Eine E-Mail-Kampagne erstellen und versenden](https://support.forcemanager.net/de/articles/15272586-eine-e-mail-kampagne-erstellen-und-versenden.md): Der Erstellungsprozess führt Sie Schritt für Schritt durch die Konfiguration des Absenders, der Empfänger, des Betreffs und des E-Mail-Designs, damit Sie Kampagnen sicherer, gezielter und effizient...
- [Abonnenten und Marketingstatus vorbereiten](https://support.forcemanager.net/de/articles/15272432-abonnenten-und-marketingstatus-vorbereiten.md): Bevor Sie eine E-Mail-Kampagne versenden, müssen Sie die Datensätze vorbereiten, die Marketingkommunikation erhalten sollen.
- [Marketingstatus von Unternehmen und Kontakten verwalten](https://support.forcemanager.net/de/articles/16050154-marketingstatus-von-unternehmen-und-kontakten-verwalten.md): Verwalten Sie den Marketingstatus von Unternehmen und Kontakten, rufen Sie den Änderungsverlauf auf und erfahren Sie, wie sich verschiedene Ereignisse auf die Einwilligung der Empfänger auswirken.
- [Empfängerlisten verwalten](https://support.forcemanager.net/de/articles/16050790-empfangerlisten-verwalten.md): Erstellen und verwalten Sie Empfängerlisten, um Unternehmen und Kontakte zu gruppieren und sie als Zielgruppe für Ihre E-Mail-Kampagnen wiederzuverwenden.
- [Kampagnenmetriken und Analysen verstehen](https://support.forcemanager.net/de/articles/15272643-kampagnenmetriken-und-analysen-verstehen.md): Email Campaigns stellt Metriken und Analysen bereit, mit denen Sie die Leistung Ihrer E-Mail-Kampagnen direkt in Sage Sales Management auswerten können.
- [Sales Campaigns in Sage Sales Management](https://support.forcemanager.net/de/articles/8613461-sales-campaigns-in-sage-sales-management.md): Mit Sales Campaigns kannst du Vertriebskampagnen direkt in Sage Sales Management organisieren, starten und nachverfolgen.
- [Sales Campaigns konfigurieren](https://support.forcemanager.net/de/articles/10600009-sales-campaigns-konfigurieren.md): Mit der Konfiguration von Sales Campaigns kannst du Berechtigungen definieren, Kampagnen verwalten und steuern, welche Aktionen Benutzer abhängig vom Status der jeweiligen Kampagne ausführen können.
- [Sales Campaigns: FAQ und Fehlerbehebung](https://support.forcemanager.net/de/articles/15175750-sales-campaigns-faq-und-fehlerbehebung.md): Dieser Artikel enthält die häufigsten Fragen zu Sales Campaigns in Sage Sales Management.

### Administration - Sage Sales Management

- [Was ist ein Branch in Sage Sales Management ?](https://support.forcemanager.net/de/articles/13333593-was-ist-ein-branch-in-sage-sales-management.md): Erfahre, wie Branches in Sage Sales Management genutzt werden, um Sichtbarkeit, Benutzerzugriffe und Datenbereiche zu steuern.
- [Multi-Umgebung: Arbeiten mit verschiedenen Unternehmensgruppen](https://support.forcemanager.net/de/articles/13713112-multi-umgebung-arbeiten-mit-verschiedenen-unternehmensgruppen.md): Multi-Umgebung ermöglicht es dir, verschiedene Gruppen von Unternehmen innerhalb derselben Anwendung unabhängig voneinander zu verwalten.
- [Synchronisierungsindikator mit Sage Accounting in Feldern und Wertelisten](https://support.forcemanager.net/de/articles/13632259-synchronisierungsindikator-mit-sage-accounting-in-feldern-und-wertelisten.md): Dieser Indikator hilft dabei, das Verhalten der Anwendung besser zu verstehen, wenn eine aktive Integration besteht, und erklärt mögliche Einschränkungen oder abweichendes Verhalten.

### Rechtliche Informationen

- [Allgemeine Geschäftsbedingungen](https://support.forcemanager.net/de/articles/15480334-allgemeine-geschaftsbedingungen.md): Allgemeine Geschäftsbedingungen anzeigen
- [Datenschutzrichtlinie](https://support.forcemanager.net/de/articles/15480445-datenschutzrichtlinie.md): Datenschutzrichtlinie anzeigen

## Italiano

### Benvenuto in Sage Sales Management

- [Che cos’è Sage Sales Management?](https://support.forcemanager.net/it/articles/8613234-che-cos-e-sage-sales-management.md): Che cos’è Sage Sales Management e quali sono le sue principali funzionalità?
- [Piani disponibili in Sage Sales Management](https://support.forcemanager.net/it/articles/8850787-piani-disponibili-in-sage-sales-management.md): Scopri i piani disponibili e scegli quello più adatto alla tua organizzazione
- [Limiti di utilizzo di Sage Sales Management](https://support.forcemanager.net/it/articles/8948844-limiti-di-utilizzo-di-sage-sales-management.md): Scopri come vengono gestite le risorse disponibili nella tua licenza
- [Come accedere a Sage Sales Management?](https://support.forcemanager.net/it/articles/8613237-come-accedere-a-sage-sales-management.md): Puoi accedere a Sage Sales Management tramite l’app mobile o la versione web, utilizzando sempre le stesse credenziali di accesso. Questo articolo spiega come effettuare l’accesso da ciascun canale.
- [Amministrazione di utenti](https://support.forcemanager.net/it/articles/8613243-amministrazione-di-utenti.md)
- [Come registrarsi su Sage Sales Management?](https://support.forcemanager.net/it/articles/8613236-come-registrarsi-su-sage-sales-management.md)
- [Configura Sage Sales Management prima di iniziare](https://support.forcemanager.net/it/articles/8613239-configura-sage-sales-management-prima-di-iniziare.md): Prepara il tuo ambiente di lavoro e scopri quali impostazioni puoi configurare quando ne hai bisogno
- [Aggiornare l’immagine del profilo e il logo dell’azienda](https://support.forcemanager.net/it/articles/8613242-aggiornare-l-immagine-del-profilo-e-il-logo-dell-azienda.md): Scopri come modificare l’immagine del profilo e aggiornare i loghi utilizzati nei report e nelle applicazioni web e mobile di Sage Sales Management.

### Primi passi

- [Primi passi con le Dashboard](https://support.forcemanager.net/it/articles/15647611-primi-passi-con-le-dashboard.md): Scopri cosa sono le dashboard in Sage Sales Management e come visualizzare i principali indicatori commerciali attraverso dashboard interattive.
- [Primi passi con le Aziende](https://support.forcemanager.net/it/articles/15646790-primi-passi-con-le-aziende.md): Scopri cosa sono le Aziende in Sage Sales Management, crea la tua prima azienda e scopri come questo modulo ti aiuta a organizzare tutte le tue relazioni commerciali.
- [Primi passi con i Contatti](https://support.forcemanager.net/it/articles/15647216-primi-passi-con-i-contatti.md): Scopri che cos’è un contatto in Sage Sales Management, come i contatti sono collegati alle aziende e perché sono essenziali per gestire le tue relazioni commerciali.
- [Primi passi con le Attività](https://support.forcemanager.net/it/articles/15647227-primi-passi-con-le-attivita.md): Scopri cosa sono le Attività in Sage Sales Management, registra la tua prima interazione e scopri come mantenere uno storico completo della tua attività commerciale.
- [Primi passi con le Opportunità](https://support.forcemanager.net/it/articles/15647250-primi-passi-con-le-opportunita.md)
- [Primi passi con i Documenti](https://support.forcemanager.net/it/articles/15647236-primi-passi-con-i-documenti.md): Scopri cosa sono i documenti in Sage Sales Management e come ti aiutano a consultare e condividere le informazioni commerciali generate durante il processo di vendita.
- [Primi passi con Metriche e Report](https://support.forcemanager.net/it/articles/15647260-primi-passi-con-metriche-e-report.md): Scopri come Metriche e Report trasforma l’attività commerciale in informazioni utili per analizzare le performance e prendere decisioni migliori.
- [Completa le tue funzionalità](https://support.forcemanager.net/it/articles/8613255-completa-le-tue-funzionalita.md)
- [Benvenuto in Personalizzare Sage Sales Management](https://support.forcemanager.net/it/articles/15897396-benvenuto-in-personalizzare-sage-sales-management.md): Scopri come personalizzare Sage Sales Management adattando il tuo account, il tuo spazio di lavoro e la tua azienda grazie alle opzioni di configurazione disponibili.
- [Dashboard](https://support.forcemanager.net/it/articles/10080229-dashboard.md): Il Dashboard di Sage Sales Management riunisce tutti gli strumenti essenziali per gestire la tua attività commerciale in modo centralizzato
- [Filtri Incrociati](https://support.forcemanager.net/it/articles/9094734-filtri-incrociati.md): Incrocia i filtri tra entità per ottenere risultati più specifici.
- [ForceBI: Configurazione dei Dashboard Personalizzati](https://support.forcemanager.net/it/articles/10242390-forcebi-configurazione-dei-dashboard-personalizzati.md): Crea dashboard personalizzati per analizzare i dati aziendali senza bisogno di conoscenze tecniche avanzate.
- [Come Importare ed Esportare Dati Efficacemente in Sage Sales Management](https://support.forcemanager.net/it/articles/8613507-come-importare-ed-esportare-dati-efficacemente-in-sage-sales-management.md)
- [Creazione di Campi](https://support.forcemanager.net/it/articles/8662068-creazione-di-campi.md): Aggiungi campi personalizzati per memorizzare informazioni aggiuntive e adattare così i dati alle esigenze della tua azienda.
- [Campi Standard e Campi Personalizzati](https://support.forcemanager.net/it/articles/8613246-campi-standard-e-campi-personalizzati.md)
- [Automatizza i processi ripetitivi della tua azienda](https://support.forcemanager.net/it/articles/15897932-automatizza-i-processi-ripetitivi-della-tua-azienda.md): Scopri come le Automazioni possono aiutarti a eliminare le attività ripetitive e a ottimizzare i processi aziendali. In questa raccolta imparerai a creare, configurare ed espandere automazioni adat...
- [Benvenuto in Amministrazione del CRM](https://support.forcemanager.net/it/articles/15897460-benvenuto-in-amministrazione-del-crm.md): Scopri la piattaforma di amministrazione di Sage Sales Management e le principali aree dedicate all’amministrazione, alla personalizzazione e alla gestione del CRM.
- [Passaggio 2. Contatti](https://support.forcemanager.net/it/articles/8613248-passaggio-2-contatti.md)

### FAQ

- [Come si unisce un'azienda?](https://support.forcemanager.net/it/articles/8613558-come-si-unisce-un-azienda.md)
- [Contatti i tuoi clienti via Whatsapp](https://support.forcemanager.net/it/articles/8613543-contatti-i-tuoi-clienti-via-whatsapp.md)
- [Visualizza l'anteprima dei file prima di scaricarli!](https://support.forcemanager.net/it/articles/8613566-visualizza-l-anteprima-dei-file-prima-di-scaricarli.md)
- [Quando ricevo notifiche?](https://support.forcemanager.net/it/articles/8613530-quando-ricevo-notifiche.md)
- [Come seguire una entità e che cosa implica?](https://support.forcemanager.net/it/articles/8613531-come-seguire-una-entita-e-che-cosa-implica.md)
- [Creazione di entità associate](https://support.forcemanager.net/it/articles/8613520-creazione-di-entita-associate.md)
- [Posso esportare i dati?](https://support.forcemanager.net/it/articles/8613542-posso-esportare-i-dati.md)
- [Come aggiornare il tuo metodo di pagamento?](https://support.forcemanager.net/it/articles/8912464-come-aggiornare-il-tuo-metodo-di-pagamento.md)
- [Di quale versione di Outlook ho bisogno per installare il plugin di Outlook in Sage Sales Management?](https://support.forcemanager.net/it/articles/9167744-di-quale-versione-di-outlook-ho-bisogno-per-installare-il-plugin-di-outlook-in-sage-sales-management.md)
- [Cosa si può vedere dal simbolo dell'utente?](https://support.forcemanager.net/it/articles/8613601-cosa-si-puo-vedere-dal-simbolo-dell-utente.md)
- [Come si accede al webinar?](https://support.forcemanager.net/it/articles/8613597-come-si-accede-al-webinar.md)
- [Come accedere alle mie fatture?](https://support.forcemanager.net/it/articles/8613595-come-accedere-alle-mie-fatture.md)
- [Hai dimenticato la password?](https://support.forcemanager.net/it/articles/8613581-hai-dimenticato-la-password.md)
- [Come modificare la lingua?](https://support.forcemanager.net/it/articles/8613580-come-modificare-la-lingua.md)
- [Come effettuare il login-in dalla versione Web?](https://support.forcemanager.net/it/articles/8613575-come-effettuare-il-login-in-dalla-versione-web.md)
- [Come ci si cancella da Sage Sales Management?](https://support.forcemanager.net/it/articles/8613557-come-ci-si-cancella-da-sage-sales-management.md)
- [Come creare delle visualizzazioni personalizzate di dati nelle aziende?](https://support.forcemanager.net/it/articles/8613613-come-creare-delle-visualizzazioni-personalizzate-di-dati-nelle-aziende.md)
- [Personalizza la tua pagina web ForceManager](https://support.forcemanager.net/it/articles/8613619-personalizza-la-tua-pagina-web-forcemanager.md)
- [Come modificare la mia password in Sage Sales Management?](https://support.forcemanager.net/it/articles/8613611-come-modificare-la-mia-password-in-sage-sales-management.md)
- [Workflows](https://support.forcemanager.net/it/articles/8613617-workflows.md)
- [Come si geolocalizzano tutte le aziende insieme?](https://support.forcemanager.net/it/articles/8613662-come-si-geolocalizzano-tutte-le-aziende-insieme.md)
- [Come cancellare cachè e cookies?](https://support.forcemanager.net/it/articles/8613582-come-cancellare-cache-e-cookies.md)
- [Come modificare la geolocalizzazione di eventi e task?](https://support.forcemanager.net/it/articles/8613660-come-modificare-la-geolocalizzazione-di-eventi-e-task.md)
- [Domande Frequenti sulla Geolocalizzazione e il Check-in in Sage Sales Management](https://support.forcemanager.net/it/articles/10201077-domande-frequenti-sulla-geolocalizzazione-e-il-check-in-in-sage-sales-management.md): Come funzionano la geolocalizzazione e il Check-in in Sage Sales Management, incluse condizioni, finalità, dati raccolti e misure di sicurezza.
- [In cosa si differenziano un check-in e una visita?](https://support.forcemanager.net/it/articles/8613544-in-cosa-si-differenziano-un-check-in-e-una-visita.md)
- [Come posso condividere o inviare un’attività?](https://support.forcemanager.net/it/articles/8613541-come-posso-condividere-o-inviare-un-attivita.md)
- [Che cosa è una gestione di tipo chiamata telefonica?](https://support.forcemanager.net/it/articles/8613538-che-cosa-e-una-gestione-di-tipo-chiamata-telefonica.md)
- [Come creare viste personalizzate nelle attività?](https://support.forcemanager.net/it/articles/8613614-come-creare-viste-personalizzate-nelle-attivita.md)
- [La videochiamata come nuova Attività di vendita](https://support.forcemanager.net/it/articles/8613618-la-videochiamata-come-nuova-attivita-di-vendita.md)
- [Come posso condividere un compito con un altro utente?](https://support.forcemanager.net/it/articles/8613536-come-posso-condividere-un-compito-con-un-altro-utente.md)
- [Come creare viste personalizzate nel Calendario?](https://support.forcemanager.net/it/articles/8613615-come-creare-viste-personalizzate-nel-calendario.md)
- [Notifiche di eventi nella versione web ](https://support.forcemanager.net/it/articles/8613621-notifiche-di-eventi-nella-versione-web.md)
- [Come si firma un documento?](https://support.forcemanager.net/it/articles/8613548-come-si-firma-un-documento.md)
- [Come allegare documenti a ForceManager?](https://support.forcemanager.net/it/articles/8613535-come-allegare-documenti-a-forcemanager.md)
- [Si può eliminare un report?](https://support.forcemanager.net/it/articles/8613539-si-puo-eliminare-un-report.md)
- [Che cosa è un appuntamento?](https://support.forcemanager.net/it/articles/8613641-che-cosa-e-un-appuntamento.md)
- [Che cos'è il punteggio ForceActivity?](https://support.forcemanager.net/it/articles/8613643-che-cos-e-il-punteggio-forceactivity.md)
- [Sincronizzazione bidirezionale della posta e del calendario](https://support.forcemanager.net/it/articles/8613645-sincronizzazione-bidirezionale-della-posta-e-del-calendario.md)
- [Perchè l'attività registrata in mobilità non è visibile da web?](https://support.forcemanager.net/it/articles/8613653-perche-l-attivita-registrata-in-mobilita-non-e-visibile-da-web.md)
- [È possibile lavorare offline?](https://support.forcemanager.net/it/articles/8613655-e-possibile-lavorare-offline.md)
- [Cosa indica il simbolo di caricamento in corso durante la creazione di un'azienda?](https://support.forcemanager.net/it/articles/8613659-cosa-indica-il-simbolo-di-caricamento-in-corso-durante-la-creazione-di-un-azienda.md)
- [Sincronizza la tua email con Microsoft Office 365 \(Outlook / Exchange\)](https://support.forcemanager.net/it/articles/14685757-sincronizza-la-tua-email-con-microsoft-office-365-outlook-exchange.md): Configura la sincronizzazione della tua email Microsoft Office 365 con Sage Sales Management per registrare automaticamente l’attività email nel CRM.
- [Registrazione videochiamata](https://support.forcemanager.net/it/articles/8613634-registrazione-videochiamata.md)
- [Come condividere i dettagli di una videochiamata con un cliente?](https://support.forcemanager.net/it/articles/8613632-come-condividere-i-dettagli-di-una-videochiamata-con-un-cliente.md)
- [Video Check-in o Videochiamata?](https://support.forcemanager.net/it/articles/8613633-video-check-in-o-videochiamata.md)
- [Che cartelle e documenti sono visibili nel gestore documentale?](https://support.forcemanager.net/it/articles/8613666-che-cartelle-e-documenti-sono-visibili-nel-gestore-documentale.md)
- [Soddisfiamo qualche standard per la sicurezza dell’informazione?](https://support.forcemanager.net/it/articles/8613667-soddisfiamo-qualche-standard-per-la-sicurezza-dell-informazione.md)
- [Come funzionano le copie di sicurezza e la protezione dei dati in Sage Sales Management?](https://support.forcemanager.net/it/articles/8613668-come-funzionano-le-copie-di-sicurezza-e-la-protezione-dei-dati-in-sage-sales-management.md)
- [Nel caso in cui Sage Sales Management contratti servizi di un terzo, può dare l’informazione dei cliente?](https://support.forcemanager.net/it/articles/8613669-nel-caso-in-cui-sage-sales-management-contratti-servizi-di-un-terzo-puo-dare-l-informazione-dei-cliente.md)
- [Nel caso in cui il cliente solleciti esportare i suoi dati per passarli ad altri fornitore, è possibile?](https://support.forcemanager.net/it/articles/8613670-nel-caso-in-cui-il-cliente-solleciti-esportare-i-suoi-dati-per-passarli-ad-altri-fornitore-e-possibile.md)
- [Nel caso di indagine, ci posso sollecitare l’informazione del clienti?](https://support.forcemanager.net/it/articles/8613671-nel-caso-di-indagine-ci-posso-sollecitare-l-informazione-del-clienti.md)
- [Come sapere se ho l’ultima versione di Sage Sales Management?](https://support.forcemanager.net/it/articles/8613591-come-sapere-se-ho-l-ultima-versione-di-sage-sales-management.md)
- [Come sapere che versione di android ho?](https://support.forcemanager.net/it/articles/8613593-come-sapere-che-versione-di-android-ho.md)
- [Come so se il mio dispositivo è preparato per essere geolocalizzato?](https://support.forcemanager.net/it/articles/8613663-come-so-se-il-mio-dispositivo-e-preparato-per-essere-geolocalizzato.md)
- [Come funziona il microfono per la trascrizione in mobilità?](https://support.forcemanager.net/it/articles/8613545-come-funziona-il-microfono-per-la-trascrizione-in-mobilita.md)
- [Integrazione con Siri](https://support.forcemanager.net/it/articles/8613561-integrazione-con-siri.md)
- [Notifiche in iOS](https://support.forcemanager.net/it/articles/8613565-notifiche-in-ios.md)
- [Come si attiva la modalità di risparmio energetico?](https://support.forcemanager.net/it/articles/8613547-come-si-attiva-la-modalita-di-risparmio-energetico.md)
- [Creazione rapida dalla Dashboard](https://support.forcemanager.net/it/articles/8613525-creazione-rapida-dalla-dashboard.md)
- [Il nostro sistema di Magic Card](https://support.forcemanager.net/it/articles/8613529-il-nostro-sistema-di-magic-card.md)
- [Quali dispositivi Huawei supportiamo?](https://support.forcemanager.net/it/articles/8613573-quali-dispositivi-huawei-supportiamo.md)
- [Quali sono i requisiti minimi per dispositivi android?](https://support.forcemanager.net/it/articles/8613604-quali-sono-i-requisiti-minimi-per-dispositivi-android.md)
- [Come sapere che versione di Sage Sales Management ho?](https://support.forcemanager.net/it/articles/8613584-come-sapere-che-versione-di-sage-sales-management-ho.md)
- [Quali sono i requisiti minimi per dispositivi ios?](https://support.forcemanager.net/it/articles/8613594-quali-sono-i-requisiti-minimi-per-dispositivi-ios.md)
- [Come cancellare la cachè del dispositivo mobile?](https://support.forcemanager.net/it/articles/8613583-come-cancellare-la-cache-del-dispositivo-mobile.md)
- [Che cosa è il report post-chiamate?](https://support.forcemanager.net/it/articles/8613534-che-cosa-e-il-report-post-chiamate.md)
- [Aggiungi immagini alle tue attività](https://support.forcemanager.net/it/articles/8613527-aggiungi-immagini-alle-tue-attivita.md)
- [Che cosa è il dashboard?](https://support.forcemanager.net/it/articles/8613636-che-cosa-e-il-dashboard.md)
- [Come funziona l'aggiornamento dei dati da mobile?](https://support.forcemanager.net/it/articles/8613658-come-funziona-l-aggiornamento-dei-dati-da-mobile.md)
- [Conosci le nuove Widget su iOS?](https://support.forcemanager.net/it/articles/8613625-conosci-le-nuove-widget-su-ios.md)
- [Come scrivere in moduli dal mio iPad? ](https://support.forcemanager.net/it/articles/8613626-come-scrivere-in-moduli-dal-mio-ipad.md)
- [Come aggiungere un disegno in ForceManager?](https://support.forcemanager.net/it/articles/8613627-come-aggiungere-un-disegno-in-forcemanager.md)
- [Sincronizzazione delle chiamate in mobilità in Sage Sales Management](https://support.forcemanager.net/it/articles/10626560-sincronizzazione-delle-chiamate-in-mobilita-in-sage-sales-management.md)
- [Configura la sincronizzazione delle chiamate su Android – Sage Sales Management Call Tracker](https://support.forcemanager.net/it/articles/8613649-configura-la-sincronizzazione-delle-chiamate-su-android-sage-sales-management-call-tracker.md)

### Sage Copilot

- [Sage Copilot: Intelligenza Artificiale per Accelerare le Tue Vendite](https://support.forcemanager.net/it/articles/8650047-sage-copilot-intelligenza-artificiale-per-accelerare-le-tue-vendite.md): Principali caratteristiche di Sage Copilot.
- [Sage Copilot: Scan Card](https://support.forcemanager.net/it/articles/8613424-sage-copilot-scan-card.md)
- [Azioni vocali: Registra le informazioni più rapidamente con Sage Copilot](https://support.forcemanager.net/it/articles/8613426-azioni-vocali-registra-le-informazioni-piu-rapidamente-con-sage-copilot.md): Utilizza Sage Copilot per creare nuovi record o completare informazioni esistenti utilizzando il linguaggio naturale. Descrivi ciò di cui hai bisogno tramite testo, voce, immagini o documenti e las...
- [Sage Copilot: Come migliorare il monitoraggio commerciale con l'Email Marketing](https://support.forcemanager.net/it/articles/8974785-sage-copilot-come-migliorare-il-monitoraggio-commerciale-con-l-email-marketing.md): Migliora il tuo monitoraggio commerciale con le email di Sage Sales Management
- [Sage Copilot: Come potenziare il tuo follow-up commerciale con l'invio di Email Marketing dal tuo dispositivo mobile](https://support.forcemanager.net/it/articles/10040933-sage-copilot-come-potenziare-il-tuo-follow-up-commerciale-con-l-invio-di-email-marketing-dal-tuo-dispositivo-mobile.md)
- [Sage Copilot: Inizia a utilizzare l'Email Marketing](https://support.forcemanager.net/it/articles/9046598-sage-copilot-inizia-a-utilizzare-l-email-marketing.md)
- [Sage Copilot: Come utilizzare i modelli con il Marketing via Email](https://support.forcemanager.net/it/articles/9166968-sage-copilot-come-utilizzare-i-modelli-con-il-marketing-via-email.md)
- [Email di Massa](https://support.forcemanager.net/it/articles/9419752-email-di-massa.md): Come Utilizzare l’Email Marketing per Inviare Email di Massa da Sage Sales Management
- [Che cos'è il tracciamento delle email e come fare affinché sia conforme al GDPR?](https://support.forcemanager.net/it/articles/9082560-che-cos-e-il-tracciamento-delle-email-e-come-fare-affinche-sia-conforme-al-gdpr.md): Descrizione della funzionalità di tracciamento delle email e dettaglio delle azioni da intraprendere per la conformità al GDPR.
- [Domande Frequenti](https://support.forcemanager.net/it/articles/9046571-domande-frequenti.md): Domande frequenti sul nostro strumento di Email Marketing.
- [Sage Copilot: Come Utilizzare Sage Copilot nelle Tue Email](https://support.forcemanager.net/it/articles/9324287-sage-copilot-come-utilizzare-sage-copilot-nelle-tue-email.md): Migliora l'esperienza dell'utente nel rispondere, inviare e redigere email, risparmiando tempo e aumentando l'efficienza

### Aziende

- [Come accedere ad aziende?](https://support.forcemanager.net/it/articles/8613257-come-accedere-ad-aziende.md)
- [Come unire aziende?](https://support.forcemanager.net/it/articles/8613274-come-unire-aziende.md)
- [Come funziona l’opzione mappa di aziende?](https://support.forcemanager.net/it/articles/8613273-come-funziona-l-opzione-mappa-di-aziende.md)
- [Si possono filtrare e cercare aziende?](https://support.forcemanager.net/it/articles/8613272-si-possono-filtrare-e-cercare-aziende.md)
- [Cosa significano le icone che figurano nell’elenco di aziende in mobilità?](https://support.forcemanager.net/it/articles/8613271-cosa-significano-le-icone-che-figurano-nell-elenco-di-aziende-in-mobilita.md)
- [Come gestire suggerimenti nelle aziende?](https://support.forcemanager.net/it/articles/8613270-come-gestire-suggerimenti-nelle-aziende.md)
- [Come aggiungere immagini alle tue aziende](https://support.forcemanager.net/it/articles/8613269-come-aggiungere-immagini-alle-tue-aziende.md)
- [Come collegare le aziende](https://support.forcemanager.net/it/articles/8613267-come-collegare-le-aziende.md)
- [Cosa sono i Campi in Evidenza?](https://support.forcemanager.net/it/articles/8613265-cosa-sono-i-campi-in-evidenza.md)
- [Che campi visualizzo in una scheda di azienda?](https://support.forcemanager.net/it/articles/8613264-che-campi-visualizzo-in-una-scheda-di-azienda.md)
- [Come aggiungere o modificare la geolocalizzazione di un’ azienda?](https://support.forcemanager.net/it/articles/8613263-come-aggiungere-o-modificare-la-geolocalizzazione-di-un-azienda.md)
- [Come modificare o eliminare aziende?](https://support.forcemanager.net/it/articles/8613261-come-modificare-o-eliminare-aziende.md)
- [Come aggiungere le mie aziende manualmente?](https://support.forcemanager.net/it/articles/8613260-come-aggiungere-le-mie-aziende-manualmente.md)
- [Come creare un'azienda?](https://support.forcemanager.net/it/articles/8613259-come-creare-un-azienda.md)
- [Programmatore di visite](https://support.forcemanager.net/it/articles/9095822-programmatore-di-visite.md)
- [Pianificatore di Percorsi Commerciali](https://support.forcemanager.net/it/articles/9344821-pianificatore-di-percorsi-commerciali.md): Ottimizzare l’efficienza e la produttività del tuo team commerciale tramite una migliore organizzazione dei percorsi.
- [Che cosa è una azienda?](https://support.forcemanager.net/it/articles/8613637-che-cosa-e-una-azienda.md)

### Contatti

- [Che cosa è un contatto?](https://support.forcemanager.net/it/articles/8613275-che-cosa-e-un-contatto.md): Gestire i contatti diventa semplice e intuitivo, aiutandoti a mantenere un’organizzazione ottimale delle relazioni con i tuoi clienti.
- [Come accedere ai contatti?](https://support.forcemanager.net/it/articles/8613276-come-accedere-ai-contatti.md)
- [Come creare un contatto?](https://support.forcemanager.net/it/articles/8613277-come-creare-un-contatto.md)
- [Come aggiungere un'immagine a un contatto](https://support.forcemanager.net/it/articles/8613278-come-aggiungere-un-immagine-a-un-contatto.md)
- [Come creare un contatto con Scan Card?](https://support.forcemanager.net/it/articles/8613279-come-creare-un-contatto-con-scan-card.md)
- [Che campi ha un contatto?](https://support.forcemanager.net/it/articles/8613280-che-campi-ha-un-contatto.md)
- [Che opzione posso avere in alla sezione di contatto?](https://support.forcemanager.net/it/articles/8613282-che-opzione-posso-avere-in-alla-sezione-di-contatto.md)
- [Come modificare o eliminare i contatti?](https://support.forcemanager.net/it/articles/8613283-come-modificare-o-eliminare-i-contatti.md)
- [Come fare per unire dei contatti? \(Business\)](https://support.forcemanager.net/it/articles/8613284-come-fare-per-unire-dei-contatti-business.md)

### Attività

- [Come posso esportare la mia attività](https://support.forcemanager.net/it/articles/8613316-come-posso-esportare-la-mia-attivita.md)
- [Che cosa è una attività?](https://support.forcemanager.net/it/articles/8613304-che-cosa-e-una-attivita.md)
- [Uso dei filtri nel menu Attività](https://support.forcemanager.net/it/articles/8613311-uso-dei-filtri-nel-menu-attivita.md)
- [Come accedere alle attività?](https://support.forcemanager.net/it/articles/8613306-come-accedere-alle-attivita.md)
- [Che opzioni ci sono nella lista d’attività?](https://support.forcemanager.net/it/articles/8613307-che-opzioni-ci-sono-nella-lista-d-attivita.md)
- [Che tipo di attività ci sono?](https://support.forcemanager.net/it/articles/8613317-che-tipo-di-attivita-ci-sono.md)
- [Che informazione mi da la scheda di attività?](https://support.forcemanager.net/it/articles/8613312-che-informazione-mi-da-la-scheda-di-attivita.md)
- [Attività WhatsApp in Sage Sales Management](https://support.forcemanager.net/it/articles/8613324-attivita-whatsapp-in-sage-sales-management.md)
- [Collega Email e Chiamate alle tue Opportunità](https://support.forcemanager.net/it/articles/8613325-collega-email-e-chiamate-alle-tue-opportunita.md)
- [Cos'è un task](https://support.forcemanager.net/it/articles/8613343-cos-e-un-task.md)
- [Come accedere ai task](https://support.forcemanager.net/it/articles/8613344-come-accedere-ai-task.md)
- [Quali campi presenta un task](https://support.forcemanager.net/it/articles/8613346-quali-campi-presenta-un-task.md)
- [Come creare un task](https://support.forcemanager.net/it/articles/8613347-come-creare-un-task.md)
- [Quali opzioni possono essere fatte nell'elenco delle task?](https://support.forcemanager.net/it/articles/8613348-quali-opzioni-possono-essere-fatte-nell-elenco-delle-task.md)
- [Allega immagini alle tue attività](https://support.forcemanager.net/it/articles/8613309-allega-immagini-alle-tue-attivita.md)
- [Come modificare o eliminare un'attività](https://support.forcemanager.net/it/articles/8613310-come-modificare-o-eliminare-un-attivita.md)
- [Come creare una attività?](https://support.forcemanager.net/it/articles/8613308-come-creare-una-attivita.md)
- [Come condividere un’attività di tipo di gestione?](https://support.forcemanager.net/it/articles/8613313-come-condividere-un-attivita-di-tipo-di-gestione.md)
- [Come è strutturata una conversazione in Sage Sales Management?](https://support.forcemanager.net/it/articles/8613329-come-e-strutturata-una-conversazione-in-sage-sales-management.md)
- [Conversazioni nelle Attività](https://support.forcemanager.net/it/articles/8613328-conversazioni-nelle-attivita.md)
- [Conversazioni nelle Attività - Inizia una Conversazione](https://support.forcemanager.net/it/articles/8613330-conversazioni-nelle-attivita-inizia-una-conversazione.md)
- [Conversazioni nelle Attività - Domande Frequenti](https://support.forcemanager.net/it/articles/8613332-conversazioni-nelle-attivita-domande-frequenti.md)
- [Come registrare un’email di Outlook nella scheda Attività](https://support.forcemanager.net/it/articles/8613326-come-registrare-un-email-di-outlook-nella-scheda-attivita.md)
- [Come vedere il tuo percorso quotidiano?](https://support.forcemanager.net/it/articles/8613323-come-vedere-il-tuo-percorso-quotidiano.md)
- [Confronta il Percorso del Giorno](https://support.forcemanager.net/it/articles/9273074-confronta-il-percorso-del-giorno.md): Uno Strumento Utile per il Monitoraggio delle Visite per i Team Leader Commerciali
- [Cos'è un report della visita?](https://support.forcemanager.net/it/articles/8613315-cos-e-un-report-della-visita.md)
- [Check-in: registra le visite e crea report vocali in Sage Sales Management](https://support.forcemanager.net/it/articles/8613318-check-in-registra-le-visite-e-crea-report-vocali-in-sage-sales-management.md): Il Check-in ti consente di registrare le visite ai clienti direttamente dall’app mobile di Sage Sales Management, sia manualmente sia tramite voce con Sage Copilot.
- [Check-in oltre i 350 metri](https://support.forcemanager.net/it/articles/8613319-check-in-oltre-i-350-metri.md): Conclusione L’allerta di check-in oltre i 350 metri consente una migliore gestione delle attività commerciali
- [Che cosa è il check-out?](https://support.forcemanager.net/it/articles/8613320-che-cosa-e-il-check-out.md)
- [Che cosa è il Checkin veloce?](https://support.forcemanager.net/it/articles/8613322-che-cosa-e-il-checkin-veloce.md)
- [Che cosa è il calendario?](https://support.forcemanager.net/it/articles/8613333-che-cosa-e-il-calendario.md)
- [Come accedi al tuo calendario?](https://support.forcemanager.net/it/articles/8613334-come-accedi-al-tuo-calendario.md)
- [In che formati di visualizzazione posso vedere il calendario?](https://support.forcemanager.net/it/articles/8613335-in-che-formati-di-visualizzazione-posso-vedere-il-calendario.md)
- [Cosa permette l'opzione mappa del menu Calendario](https://support.forcemanager.net/it/articles/8613337-cosa-permette-l-opzione-mappa-del-menu-calendario.md)
- [Come creare un appuntamento?](https://support.forcemanager.net/it/articles/8613338-come-creare-un-appuntamento.md)
- [Come si aggiungono partecipanti a un evento?](https://support.forcemanager.net/it/articles/8613339-come-si-aggiungono-partecipanti-a-un-evento.md)
- [Che cosa è un appuntamento?](https://support.forcemanager.net/it/articles/8613340-che-cosa-e-un-appuntamento.md)
- [Come effettuare Check-in se hai registrato una visita nel Calendario?](https://support.forcemanager.net/it/articles/8613341-come-effettuare-check-in-se-hai-registrato-una-visita-nel-calendario.md)

### Opportunità 

- [Che cosa è una opportunità?](https://support.forcemanager.net/it/articles/8613285-che-cosa-e-una-opportunita.md)
- [Come accedere alle opportunità?](https://support.forcemanager.net/it/articles/8613287-come-accedere-alle-opportunita.md)
- [Come creare una opportunità?](https://support.forcemanager.net/it/articles/8613288-come-creare-una-opportunita.md)
- [Che campi ha una opportunità?](https://support.forcemanager.net/it/articles/8613289-che-campi-ha-una-opportunita.md)
- [Che opzioni sono presenti nella scheda Opportunità?](https://support.forcemanager.net/it/articles/8613290-che-opzioni-sono-presenti-nella-scheda-opportunita.md)
- [Come fare un check-in da Opportunità](https://support.forcemanager.net/it/articles/8613291-come-fare-un-check-in-da-opportunita.md)
- [Come filtrare o cercare opportunità?](https://support.forcemanager.net/it/articles/8613293-come-filtrare-o-cercare-opportunita.md)
- [Cosa indicano le icone che appaiono nella lista di opportunità nell’applicazione mobile?](https://support.forcemanager.net/it/articles/8613294-cosa-indicano-le-icone-che-appaiono-nella-lista-di-opportunita-nell-applicazione-mobile.md)
- [Come modificare o eliminare una opportunità?](https://support.forcemanager.net/it/articles/8613296-come-modificare-o-eliminare-una-opportunita.md)
- [Come geolocalizzare nuove opportunità?](https://support.forcemanager.net/it/articles/8613298-come-geolocalizzare-nuove-opportunita.md)
- [Che cos'è la pipeline delle opportunità?](https://support.forcemanager.net/it/articles/8613299-che-cos-e-la-pipeline-delle-opportunita.md)
- [Multiple Pipelines](https://support.forcemanager.net/it/articles/8613301-multiple-pipelines.md)
- [Come fare per unire delle opportunità? \(Business\)](https://support.forcemanager.net/it/articles/8613302-come-fare-per-unire-delle-opportunita-business.md)
- [Cos’è un pipeline?](https://support.forcemanager.net/it/articles/8613303-cos-e-un-pipeline.md)

### Prodotti

- [Come gestire i tuoi prodotti su Sage Sales Manager](https://support.forcemanager.net/it/articles/8613366-come-gestire-i-tuoi-prodotti-su-sage-sales-manager.md)
- [Unità di misura in Sage Sales Management](https://support.forcemanager.net/it/articles/15463398-unita-di-misura-in-sage-sales-management.md): Gestisci più unità di misura per lo stesso prodotto in Sage Sales Management utilizzando regole di conversione e controlli sulle quantità per garantire una gestione coerente dei prodotti e una magg...

### Ordini

- [Che cosa è un ordine?](https://support.forcemanager.net/it/articles/8613372-che-cosa-e-un-ordine.md)
- [Come modificare un ordine?](https://support.forcemanager.net/it/articles/8613373-come-modificare-un-ordine.md)
- [Come aggiungere un indirizzo di spedizione a un ordine?](https://support.forcemanager.net/it/articles/8613374-come-aggiungere-un-indirizzo-di-spedizione-a-un-ordine.md)
- [Come aggiungere ordini](https://support.forcemanager.net/it/articles/8613375-come-aggiungere-ordini.md)
- [Come condividere un ordine](https://support.forcemanager.net/it/articles/8613378-come-condividere-un-ordine.md)
- [Come firmare un ordine](https://support.forcemanager.net/it/articles/8613379-come-firmare-un-ordine.md)
- [Come filtrare o cercare ordini?](https://support.forcemanager.net/it/articles/8613380-come-filtrare-o-cercare-ordini.md)
- [Gestione dei costi di trasporto in Sage Sales Management](https://support.forcemanager.net/it/articles/15029005-gestione-dei-costi-di-trasporto-in-sage-sales-management.md): La funzionalità dei costi di trasporto consente di mostrare importi di spedizione o trasporto nei documenti commerciali utilizzando prodotti configurati come trasporto.
- [Gestione delle imposte in Sage Sales Management](https://support.forcemanager.net/it/articles/15054052-gestione-delle-imposte-in-sage-sales-management.md): La funzionalità Core Tax Management consente di gestire le imposte direttamente in Sage Sales Management tramite profili fiscali cliente, imposte base dei prodotti e calcoli fiscali nei documenti c...
- [Riepilogo finanziario del documento commerciale](https://support.forcemanager.net/it/articles/15055855-riepilogo-finanziario-del-documento-commerciale.md): Il nuovo riepilogo finanziario del documento commerciale offre una vista più chiara e strutturata dei principali importi finanziari all’interno degli ordini di vendita.
- [Applicare sconti a preventivi e ordini](https://support.forcemanager.net/it/articles/15476335-applicare-sconti-a-preventivi-e-ordini.md): Applica sconti tramite importo o percentuale a preventivi e ordini, a livello di documento o di riga prodotto, e visualizza automaticamente il loro impatto sugli importi calcolati.

### Documenti

- [Che cosa sono i documenti?](https://support.forcemanager.net/it/articles/8613349-che-cosa-sono-i-documenti.md)
- [Come funziona il menu Documenti?](https://support.forcemanager.net/it/articles/8613351-come-funziona-il-menu-documenti.md)
- [Come si fa a cercare documenti?](https://support.forcemanager.net/it/articles/8613352-come-si-fa-a-cercare-documenti.md)
- [Come aggiungere un documento?](https://support.forcemanager.net/it/articles/8613353-come-aggiungere-un-documento.md)
- [Come aggiungere documenti nella scheda d'azienda?](https://support.forcemanager.net/it/articles/8613354-come-aggiungere-documenti-nella-scheda-d-azienda.md)
- [Come modificare o eliminare una cartella o documento?](https://support.forcemanager.net/it/articles/8613355-come-modificare-o-eliminare-una-cartella-o-documento.md)
- [Cosa posso fare con un documento?](https://support.forcemanager.net/it/articles/8613356-cosa-posso-fare-con-un-documento.md)

### Metriche e report

- [Analisi delle Vendite](https://support.forcemanager.net/it/articles/8613387-analisi-delle-vendite.md)
- [Conversione: Funnel delle opportunità](https://support.forcemanager.net/it/articles/8613398-conversione-funnel-delle-opportunita.md)
- [Intensità: Classifica delle Attività](https://support.forcemanager.net/it/articles/8613392-intensita-classifica-delle-attivita.md)
- [Conversione: Previsione delle opportunità](https://support.forcemanager.net/it/articles/8613396-conversione-previsione-delle-opportunita.md)
- [Grafico "Indicatori di attività"](https://support.forcemanager.net/it/articles/8613399-grafico-indicatori-di-attivita.md): Configuri il grafico per analizzare in modo efficace l'evoluzione dell'attività in Sage Sales Management e prendere decisioni strategiche più informate.
- [Conversione: Pipeline delle Opportunità](https://support.forcemanager.net/it/articles/8613395-conversione-pipeline-delle-opportunita.md)
- [Intensità: Obiettivi](https://support.forcemanager.net/it/articles/8613389-intensita-obiettivi.md): Con questa funzionalità, puoi gestire facilmente i tuoi obiettivi mantenendo il pieno controllo delle tue prestazioni commerciali.
- [Intensità: Attività](https://support.forcemanager.net/it/articles/8613388-intensita-attivita.md): Visualizza i tuoi dati, identifica le tendenze e ottimizza le tue prestazioni commerciali.
- [Punteggio di Attività: Misura e Migliora le Prestazioni Commerciali](https://support.forcemanager.net/it/articles/8613386-punteggio-di-attivita-misura-e-migliora-le-prestazioni-commerciali.md): Ottimizza la tua strategia commerciale misurando ciò che conta davvero.
- [Distribuzione: Aziende più attive](https://support.forcemanager.net/it/articles/8613404-distribuzione-aziende-piu-attive.md)
- [Distribuzione: Copertura del portafoglio](https://support.forcemanager.net/it/articles/8613393-distribuzione-copertura-del-portafoglio.md): Grazie a questa funzionalità, puoi migliorare la gestione delle visite e ottimizzare le risorse commerciali.
- [Amministratore widget](https://support.forcemanager.net/it/articles/8613384-amministratore-widget.md)
- [Conversione: Classifica delle Vendite](https://support.forcemanager.net/it/articles/8613409-conversione-classifica-delle-vendite.md)
- [Conversione: Diagramma Attività / Vendite](https://support.forcemanager.net/it/articles/8613408-conversione-diagramma-attivita-vendite.md)
- [Distribuzione: Distribuzione oraria](https://support.forcemanager.net/it/articles/8613407-distribuzione-distribuzione-oraria.md)
- [Che cosa è un report?](https://support.forcemanager.net/it/articles/8613357-che-cosa-e-un-report.md)
- [Come accedere ai report?](https://support.forcemanager.net/it/articles/8613358-come-accedere-ai-report.md)
- [Quali tipi di report ci sono?](https://support.forcemanager.net/it/articles/8613359-quali-tipi-di-report-ci-sono.md)
- [Rapporto Storico degli Obiettivi in Sage Sales Management](https://support.forcemanager.net/it/articles/8613360-rapporto-storico-degli-obiettivi-in-sage-sales-management.md): Il Rapporto Storico degli Obiettivi in Sage Sales Management offre una visione chiara e dettagliata dei progressi fatti.
- [Rapporto di Attività Settimanale per i Piani Starter](https://support.forcemanager.net/it/articles/8613361-rapporto-di-attivita-settimanale-per-i-piani-starter.md): Questo rapporto di attività settimanale offre una panoramica chiara e dettagliata dell'attività commerciale
- [Rapporto di Attività Settimanale per i piani Professional è Performance.](https://support.forcemanager.net/it/articles/8613362-rapporto-di-attivita-settimanale-per-i-piani-professional-e-performance.md)
- [Report nel pannello di controllo aggregato](https://support.forcemanager.net/it/articles/8613363-report-nel-pannello-di-controllo-aggregato.md)
- [Report delle aziende non visitate, per ciclo di visite](https://support.forcemanager.net/it/articles/8613364-report-delle-aziende-non-visitate-per-ciclo-di-visite.md)
- [Report di una opportunità](https://support.forcemanager.net/it/articles/8613365-report-di-una-opportunita.md)
- [Dashboard](https://support.forcemanager.net/it/articles/8698123-dashboard.md): Business Intelligence progettata per raccogliere informazioni sulla tua azienda e potenziare la tua strategia di vendita
- [Analytics Pro](https://support.forcemanager.net/it/articles/9031927-analytics-pro.md): Business Intelligence per migliorare le tue vendite.

### Integrazioni

- [Integrazione di Mailchimp con Sage Sales Management](https://support.forcemanager.net/it/articles/8613454-integrazione-di-mailchimp-con-sage-sales-management.md)
- [Zendesk](https://support.forcemanager.net/it/articles/8613458-zendesk.md)
- [Outlook Plugin](https://support.forcemanager.net/it/articles/8867038-outlook-plugin.md)
- [Ringover](https://support.forcemanager.net/it/articles/10819286-ringover.md)
- [Zoom](https://support.forcemanager.net/it/articles/8613459-zoom.md)
- [Microsoft Teams](https://support.forcemanager.net/it/articles/8613456-microsoft-teams.md)
- [Zapier](https://support.forcemanager.net/it/articles/8613457-zapier.md)
- [Quali opzioni di integrazione sono disponibili per Zapier in Sage Sales Management?](https://support.forcemanager.net/it/articles/8867182-quali-opzioni-di-integrazione-sono-disponibili-per-zapier-in-sage-sales-management.md)
- [Introduzione all’integrazione di Sage Sales Management con Make](https://support.forcemanager.net/it/articles/8613455-introduzione-all-integrazione-di-sage-sales-management-con-make.md)
- [Creazione di flussi di lavoro con Sage Sales Management e Make](https://support.forcemanager.net/it/articles/10575389-creazione-di-flussi-di-lavoro-con-sage-sales-management-e-make.md)

### Add-ons

- [Email Campaigns](https://support.forcemanager.net/it/articles/15272289-email-campaigns.md): Email Campaigns è un componente aggiuntivo di Sage Sales Management progettato per creare, inviare e monitorare campagne email di massa direttamente dalla piattaforma.
- [Configurare un’identità del mittente per le campagne email](https://support.forcemanager.net/it/articles/15272378-configurare-un-identita-del-mittente-per-le-campagne-email.md): Prima di inviare campagne con Marketing Campaigns, è necessario configurare un’identità del mittente. Questa configurazione definisce come i destinatari visualizzeranno le tue email e contribuisce ...
- [Verificare il dominio per le campagne email](https://support.forcemanager.net/it/articles/14960435-verificare-il-dominio-per-le-campagne-email.md): Autentica il tuo dominio per migliorare la recapitabilità delle campagne email e consentire l’invio da Sage Sales Management.
- [Creare e gestire i modelli delle campagne email](https://support.forcemanager.net/it/articles/15272466-creare-e-gestire-i-modelli-delle-campagne-email.md): La sezione Modelli di Email Campaigns consente di creare modelli riutilizzabili per le campagne email. È possibile utilizzare un editor visuale oppure un editor HTML.
- [Creare e inviare una campagna email](https://support.forcemanager.net/it/articles/15272586-creare-e-inviare-una-campagna-email.md): Il processo di creazione di una campagna ti guida passo dopo passo nella configurazione del mittente, dei destinatari, dell’oggetto e del design dell’email, consentendoti di effettuare invii più si...
- [Preparare gli iscritti e lo Stato di marketing](https://support.forcemanager.net/it/articles/15272432-preparare-gli-iscritti-e-lo-stato-di-marketing.md): Prima di inviare una campagna email, è necessario preparare i record che potranno ricevere comunicazioni di marketing.
- [Gestire lo Stato marketing di Aziende e Contatti](https://support.forcemanager.net/it/articles/16050154-gestire-lo-stato-marketing-di-aziende-e-contatti.md): Gestisci lo Stato marketing di Aziende e Contatti, consulta la cronologia delle modifiche e scopri come i diversi eventi influiscono sul consenso dei destinatari.
- [Gestire gli elenchi di destinatari](https://support.forcemanager.net/it/articles/16050790-gestire-gli-elenchi-di-destinatari.md): Crea e gestisci elenchi di destinatari per raggruppare Aziende e Contatti e riutilizzarli come pubblico di destinazione per le tue campagne email.
- [Comprendere le metriche e le analisi delle campagne](https://support.forcemanager.net/it/articles/15272643-comprendere-le-metriche-e-le-analisi-delle-campagne.md): Email Campaigns fornisce metriche e analisi che consentono di valutare le prestazioni delle campagne email direttamente da Sage Sales Management.
- [Goal Manager](https://support.forcemanager.net/it/articles/8613463-goal-manager.md): Gestione degli Obiettivi in Sage Sales Management
- [GoalManager: Tipologie di Assegnazione degli Obiettivi](https://support.forcemanager.net/it/articles/8613464-goalmanager-tipologie-di-assegnazione-degli-obiettivi.md)
- [Goal Manager: Configurazione degli Obiettivi](https://support.forcemanager.net/it/articles/10575980-goal-manager-configurazione-degli-obiettivi.md)
- [News Manager – Comunicazione Interna Efficace in Sage Sales Management](https://support.forcemanager.net/it/articles/8613462-news-manager-comunicazione-interna-efficace-in-sage-sales-management.md)
- [Sales Campaigns in Sage Sales Management](https://support.forcemanager.net/it/articles/8613461-sales-campaigns-in-sage-sales-management.md): Sales Campaigns ti permette di organizzare, avviare e monitorare campagne commerciali direttamente da Sage Sales Management.
- [Configurare Sales Campaigns](https://support.forcemanager.net/it/articles/10600009-configurare-sales-campaigns.md): La configurazione di Sales Campaigns consente di definire permessi, gestire campagne e controllare quali azioni gli utenti possono eseguire in base allo stato di ciascuna campagna.
- [Sales Campaigns: FAQ e risoluzione dei problemi](https://support.forcemanager.net/it/articles/15175750-sales-campaigns-faq-e-risoluzione-dei-problemi.md): Questo articolo raccoglie le domande più frequenti relative a Sales Campaigns in Sage Sales Management.
- [SignatureManager](https://support.forcemanager.net/it/articles/8613465-signaturemanager.md)
- [Signature Manager:Come Utilizzare Signature Manager sul Web e sui Dispositivi Mobili](https://support.forcemanager.net/it/articles/10576859-signature-manager-come-utilizzare-signature-manager-sul-web-e-sui-dispositivi-mobili.md): Signature Manager consente di gestire la firma di documenti in formato PDF o DOC direttamente da Sage Sales Management.
- [Sage Copilot: Assistente Personalizzato](https://support.forcemanager.net/it/articles/9464351-sage-copilot-assistente-personalizzato.md): Uno esperto del tuo business
- [Sage Copilot: Report Intelligente tramite Voce](https://support.forcemanager.net/it/articles/9616213-sage-copilot-report-intelligente-tramite-voce.md): Registrazione delle attività vocali con IA grazie a Sage Copilot

### API developer's guide

- [VERSION 4](https://support.forcemanager.net/it/articles/8613470-version-4.md)
- [Introduction](https://support.forcemanager.net/it/articles/8613471-introduction.md)
- [Requirements](https://support.forcemanager.net/it/articles/8613472-requirements.md)
- [Using cURL to consume Sage Sales Management API](https://support.forcemanager.net/it/articles/8613473-using-curl-to-consume-sage-sales-management-api.md)
- [Service endpoint](https://support.forcemanager.net/it/articles/8613474-service-endpoint.md)
- [Data transfer](https://support.forcemanager.net/it/articles/8613475-data-transfer.md)
- [Authentication in Sage Sales Management API](https://support.forcemanager.net/it/articles/8613476-authentication-in-sage-sales-management-api.md)
- [Sage Sales Management API versions](https://support.forcemanager.net/it/articles/8613477-sage-sales-management-api-versions.md)
- [Entity types](https://support.forcemanager.net/it/articles/8613478-entity-types.md)
- [Using RESTful API](https://support.forcemanager.net/it/articles/8613479-using-restful-api.md)
- [Annex I. Examples](https://support.forcemanager.net/it/articles/8613480-annex-i-examples.md)
- [Annex II: Sage Sales Management Query Language](https://support.forcemanager.net/it/articles/8613481-annex-ii-sage-sales-management-query-language.md)
- [Java examples](https://support.forcemanager.net/it/articles/8613482-java-examples.md)
- [C\# .NET examples](https://support.forcemanager.net/it/articles/8613483-c-net-examples.md)

###  Admin Sage Sales Management

- [MultiAmbiente: lavorare con diversi gruppi di aziende](https://support.forcemanager.net/it/articles/13713112-multiambiente-lavorare-con-diversi-gruppi-di-aziende.md): Il MultiAmbiente consente di gestire diversi gruppi di aziende in modo indipendente all’interno della stessa applicazione.
- [Cos'è l'utente Sage Sales Management Admin?](https://support.forcemanager.net/it/articles/8613190-cos-e-l-utente-sage-sales-management-admin.md)
- [Cosa consente di fare l'utente Sage Sales Management Admin?](https://support.forcemanager.net/it/articles/8613191-cosa-consente-di-fare-l-utente-sage-sales-management-admin.md)
- [Doppia autenticazione per accedere a Sage Sales Management Admin](https://support.forcemanager.net/it/articles/8613192-doppia-autenticazione-per-accedere-a-sage-sales-management-admin.md)
- [Come funziona il menu Utenti?](https://support.forcemanager.net/it/articles/8613193-come-funziona-il-menu-utenti.md)
- [Cosa consente di fare il menu Utenti?](https://support.forcemanager.net/it/articles/8613194-cosa-consente-di-fare-il-menu-utenti.md)
- [Come si crea un utente?](https://support.forcemanager.net/it/articles/8613195-come-si-crea-un-utente.md)
- [Come duplicare un utente?](https://support.forcemanager.net/it/articles/8613196-come-duplicare-un-utente.md)
- [Utenti: Modalità gerarchica](https://support.forcemanager.net/it/articles/8613197-utenti-modalita-gerarchica.md)
- [Utenti: Modalità tabella](https://support.forcemanager.net/it/articles/8613198-utenti-modalita-tabella.md)
- [Utenti: Modalità riepilogo dell'ambiente](https://support.forcemanager.net/it/articles/8613199-utenti-modalita-riepilogo-dell-ambiente.md)
- [Sage Sales Management Azure AD \(SSO\) Guida completa](https://support.forcemanager.net/it/articles/8979304-sage-sales-management-azure-ad-sso-guida-completa.md): Guida completa su come configurare Azure AD per operare come fornitore di accesso unico \(SSO\) per Sage Sales Management
- [Come sapere se il mio team ha sincronizzato email e calendario](https://support.forcemanager.net/it/articles/9766549-come-sapere-se-il-mio-team-ha-sincronizzato-email-e-calendario.md)
- [Posso modificare la valuta e il fuso orario?](https://support.forcemanager.net/it/articles/8613610-posso-modificare-la-valuta-e-il-fuso-orario.md)
- [Cos’è un ruolo?](https://support.forcemanager.net/it/articles/8613202-cos-e-un-ruolo.md)
- [Come funziona il menu Permessi?](https://support.forcemanager.net/it/articles/8613203-come-funziona-il-menu-permessi.md)
- [Cosa sono i Campi?](https://support.forcemanager.net/it/articles/8613204-cosa-sono-i-campi.md)
- [Come funziona il menu Campi?](https://support.forcemanager.net/it/articles/8613205-come-funziona-il-menu-campi.md)
- [Gestione Avanzata dei Campi](https://support.forcemanager.net/it/articles/8613208-gestione-avanzata-dei-campi.md)
- [Come funziona il menu Elenchi di valori?](https://support.forcemanager.net/it/articles/8613211-come-funziona-il-menu-elenchi-di-valori.md)
- [Che cosa sono le Liste valori?](https://support.forcemanager.net/it/articles/8613212-che-cosa-sono-le-liste-valori.md)
- [Che cosa permette di fare il menu Liste valori?](https://support.forcemanager.net/it/articles/8613213-che-cosa-permette-di-fare-il-menu-liste-valori.md)
- [Come creare nuove Liste valori?](https://support.forcemanager.net/it/articles/8613214-come-creare-nuove-liste-valori.md)
- [Come aggiungere valori in una lista valori?](https://support.forcemanager.net/it/articles/8613215-come-aggiungere-valori-in-una-lista-valori.md)
- [Come funziona il menu Parametri?](https://support.forcemanager.net/it/articles/8613219-come-funziona-il-menu-parametri.md)
- [Cosa consentono di fare i parametri disponibili?](https://support.forcemanager.net/it/articles/8613221-cosa-consentono-di-fare-i-parametri-disponibili.md)
- [Cosa sono i Letterali?](https://support.forcemanager.net/it/articles/8613231-cosa-sono-i-letterali.md)
- [Come cercare i Letterali?](https://support.forcemanager.net/it/articles/8613232-come-cercare-i-letterali.md)
- [Come modificare i Letterali?](https://support.forcemanager.net/it/articles/8613233-come-modificare-i-letterali.md)
- [Come effettuare importazioni?](https://support.forcemanager.net/it/articles/8613228-come-effettuare-importazioni.md)
- [Cosa consente di fare il menu Importare ed esportare?](https://support.forcemanager.net/it/articles/8613230-cosa-consente-di-fare-il-menu-importare-ed-esportare.md)
- [Come funziona il menu Widget?](https://support.forcemanager.net/it/articles/8613223-come-funziona-il-menu-widget.md)
- [Che cos'è un Widget?](https://support.forcemanager.net/it/articles/8613224-che-cos-e-un-widget.md)

### Informazioni legali

- [Termini e condizioni](https://support.forcemanager.net/it/articles/15480334-termini-e-condizioni.md): Consulta i Termini e Condizioni
- [Informativa sulla privacy](https://support.forcemanager.net/it/articles/15480445-informativa-sulla-privacy.md): Consulta l’informativa sulla privacy

## Português

### Bem-vindo ao Sage Sales Management

- [O que é o Sage Sales Management?](https://support.forcemanager.net/pt/articles/8613234-o-que-e-o-sage-sales-management.md): Sage Sales Management é um CRM criado para equipas comerciais que precisam de gerir a sua atividade a partir de qualquer lugar
- [Planos disponíveis no Sage Sales Management](https://support.forcemanager.net/pt/articles/8850787-planos-disponiveis-no-sage-sales-management.md): Descubra os planos disponíveis e escolha o que melhor se adapta à sua organização
- [Limites de utilização no Sage Sales Management](https://support.forcemanager.net/pt/articles/8948844-limites-de-utilizacao-no-sage-sales-management.md): Compreenda como são geridos os recursos disponíveis na sua licença
- [Como aceder ao Sage Sales Management](https://support.forcemanager.net/pt/articles/8613237-como-aceder-ao-sage-sales-management.md): Podes aceder ao Sage Sales Management através da aplicação móvel ou da versão web, utilizando sempre as mesmas credenciais. Este artigo explica como iniciar sessão em cada um dos canais.
- [Administração de utilizadores](https://support.forcemanager.net/pt/articles/8613243-administracao-de-utilizadores.md): Gerir o acesso dos membros da sua equipa ao Sage Sales Management
- [Configure o Sage Sales Management antes de começar](https://support.forcemanager.net/pt/articles/8613239-configure-o-sage-sales-management-antes-de-comecar.md): Prepare o seu ambiente de trabalho e descubra que definições pode configurar quando precisar
- [Atualizar a imagem de perfil e o logótipo da empresa](https://support.forcemanager.net/pt/articles/8613242-atualizar-a-imagem-de-perfil-e-o-logotipo-da-empresa.md): Saiba como alterar a sua imagem de perfil e atualizar os logótipos utilizados nos relatórios e nas aplicações web e móvel do Sage Sales Management.

### Primeiros passos

- [Primeiros passos com Dashboards](https://support.forcemanager.net/pt/articles/15647611-primeiros-passos-com-dashboards.md): Descubra o que são os dashboards no Sage Sales Management e como visualizar os principais indicadores comerciais através de dashboards interativos.
- [Primeiros passos com Empresas](https://support.forcemanager.net/pt/articles/15646790-primeiros-passos-com-empresas.md): Descubra o que são as Empresas no Sage Sales Management, crie a sua primeira empresa e descubra como este módulo o ajuda a organizar todas as suas relações comerciais.
- [Primeiros passos com Contactos](https://support.forcemanager.net/pt/articles/15647216-primeiros-passos-com-contactos.md): Descubra o que é um contacto no Sage Sales Management, como os contactos estão associados às empresas e porque são essenciais para gerir as suas relações comerciais.
- [Primeiros passos com Atividades](https://support.forcemanager.net/pt/articles/15647227-primeiros-passos-com-atividades.md): Descubra o que são as Atividades no Sage Sales Management, registe a sua primeira interação e saiba como manter um histórico completo da sua atividade comercial.
- [Primeiros passos com Oportunidades](https://support.forcemanager.net/pt/articles/15647250-primeiros-passos-com-oportunidades.md): Descubra o que são as Oportunidades no Sage Sales Management, crie a sua primeira oportunidade e comece a acompanhar as suas vendas potenciais.
- [Primeiros passos com Documentos](https://support.forcemanager.net/pt/articles/15647236-primeiros-passos-com-documentos.md): Descubra o que são os documentos no Sage Sales Management e como o ajudam a consultar e partilhar as informações comerciais geradas durante o processo de venda.
- [Primeiros passos com Métricas e Relatórios](https://support.forcemanager.net/pt/articles/15647260-primeiros-passos-com-metricas-e-relatorios.md): Descubra como as Métricas e Relatórios transformam a atividade comercial em informação útil para analisar o desempenho e tomar melhores decisões.
- [Bem-vindo a Personalizar o Sage Sales Management](https://support.forcemanager.net/pt/articles/15897396-bem-vindo-a-personalizar-o-sage-sales-management.md): Descubra como personalizar o Sage Sales Management adaptando a sua conta, o seu espaço de trabalho e o seu negócio através das opções de configuração disponíveis.
- [Dashboard \(versão webapp\)](https://support.forcemanager.net/pt/articles/10080229-dashboard-versao-webapp.md)
- [Automatize os processos repetitivos da sua empresa](https://support.forcemanager.net/pt/articles/15897932-automatize-os-processos-repetitivos-da-sua-empresa.md): Descubra como as Automatizações podem ajudá-lo a eliminar tarefas repetitivas e a otimizar os processos da sua empresa. Nesta coleção irá aprender a criar, configurar e expandir automatizações adap...
- [Automatizações: simplifica e optimiza os teus processos diários](https://support.forcemanager.net/pt/articles/12291109-automatizacoes-simplifica-e-optimiza-os-teus-processos-diarios.md): Automatiza processos-chave no Sage Sales Management e simplifica o teu trabalho com a nova funcionalidade de Automatizações.
- [Como criar e testar uma automatização no Sage Sales Management](https://support.forcemanager.net/pt/articles/12602497-como-criar-e-testar-uma-automatizacao-no-sage-sales-management.md): Como criar e testar uma automatização no Sage Sales Management
- [Automatizações: posso criar condições combinando módulos diferentes?](https://support.forcemanager.net/pt/articles/13367332-automatizacoes-posso-criar-condicoes-combinando-modulos-diferentes.md)
- [Automatizações no Sage Sales Management: como identificar e resolver erros](https://support.forcemanager.net/pt/articles/12602479-automatizacoes-no-sage-sales-management-como-identificar-e-resolver-erros.md): Como detetar, rever e resolver erros nas tuas automatizações
- [Automatizações FAQs](https://support.forcemanager.net/pt/articles/12602515-automatizacoes-faqs.md)
- [Bem-vindo à Administração do CRM](https://support.forcemanager.net/pt/articles/15897460-bem-vindo-a-administracao-do-crm.md): Descubra a Plataforma de Administração do Sage Sales Management e conheça as principais áreas para administrar, personalizar e manter o seu CRM.

### FAQ

- [Como posso contactar o suporte?](https://support.forcemanager.net/pt/articles/8613596-como-posso-contactar-o-suporte.md)
- [Como cancelar a subscrição do Sage Sales Management?](https://support.forcemanager.net/pt/articles/8613557-como-cancelar-a-subscricao-do-sage-sales-management.md): Guia para utilizadores do Sage Sales Management \(SSM\). Este artigo não se aplica a outros produtos ou serviços da Sage
- [Edição em massa](https://support.forcemanager.net/pt/articles/8613607-edicao-em-massa.md): Edição em massa de empresas, contactos e oportunidades
- [Sincroniza o teu e-mail com o Microsoft Office 365 \(Outlook / Exchange\)](https://support.forcemanager.net/pt/articles/14685757-sincroniza-o-teu-e-mail-com-o-microsoft-office-365-outlook-exchange.md): Configura a sincronização do teu e-mail do Microsoft Office 365 com o Sage Sales Management para registar automaticamente a atividade de e-mail no CRM.
- [Identificador de chamadas \(Caller ID\) no iOS](https://support.forcemanager.net/pt/articles/10626570-identificador-de-chamadas-caller-id-no-ios.md)

### Sage Copilot

- [Sage Copilot: Inteligência artificial para acelerar as tuas vendas](https://support.forcemanager.net/pt/articles/8650047-sage-copilot-inteligencia-artificial-para-acelerar-as-tuas-vendas.md): Principais funcionalidades do Sage Copilot
- [Sage Copilot: Smart Insights](https://support.forcemanager.net/pt/articles/11483868-sage-copilot-smart-insights.md): Sage Copilot nas Empresas
- [Sage Copilot: Resumo instantâneo nos blocos de Actividades, Oportunidades e Encomendas](https://support.forcemanager.net/pt/articles/11483849-sage-copilot-resumo-instantaneo-nos-blocos-de-actividades-oportunidades-e-encomendas.md)
- [Ações por voz: Registe informações mais rapidamente com o Sage Copilot](https://support.forcemanager.net/pt/articles/8613426-acoes-por-voz-registe-informacoes-mais-rapidamente-com-o-sage-copilot.md): Ações por voz: Registe informações mais rapidamente com o Sage Copilot

### Actividades 

- [Compreender a diferença entre Atividades, Tarefas e Eventos](https://support.forcemanager.net/pt/articles/12579879-compreender-a-diferenca-entre-atividades-tarefas-e-eventos.md)
- [Check-in: regista visitas e cria relatórios por voz no Sage Sales Management](https://support.forcemanager.net/pt/articles/8613318-check-in-regista-visitas-e-cria-relatorios-por-voz-no-sage-sales-management.md): O Check-in permite-te registar visitas a clientes diretamente a partir da aplicação móvel do Sage Sales Management, de forma manual ou através de voz com o Sage Copilot.
- [¿O que é o calendário?](https://support.forcemanager.net/pt/articles/8613333-o-que-e-o-calendario.md)

### Productos

- [Unidades de medida no Sage Sales Management](https://support.forcemanager.net/pt/articles/15463398-unidades-de-medida-no-sage-sales-management.md): Gira várias unidades de medida para o mesmo produto no Sage Sales Management através de regras de conversão e controlos de quantidade que garantem uma gestão consistente dos produtos e uma maior pr...

### Ofertas y Pedidos

- [Como adicionar pedidos?](https://support.forcemanager.net/pt/articles/8613375-como-adicionar-pedidos.md)
- [Adicionar produtos a uma encomenda](https://support.forcemanager.net/pt/articles/8613376-adicionar-produtos-a-uma-encomenda.md)
- [Gestão de custos de transporte no Sage Sales Management](https://support.forcemanager.net/pt/articles/15029005-gestao-de-custos-de-transporte-no-sage-sales-management.md): A funcionalidade de custos de transporte permite apresentar valores de envio ou transporte em documentos comerciais utilizando produtos configurados como transporte.
- [Gestão de impostos no Sage Sales Management](https://support.forcemanager.net/pt/articles/15054052-gestao-de-impostos-no-sage-sales-management.md): A funcionalidade Core Tax Management permite gerir impostos diretamente no Sage Sales Management através de perfis fiscais de clientes, impostos base de produtos e cálculos fiscais em documentos co...
- [Resumo financeiro do documento comercial](https://support.forcemanager.net/pt/articles/15055855-resumo-financeiro-do-documento-comercial.md): O novo resumo financeiro do documento comercial oferece uma visão mais clara e estruturada dos principais valores financeiros nos pedidos de venda.
- [Aplicar descontos em propostas e encomendas](https://support.forcemanager.net/pt/articles/15476335-aplicar-descontos-em-propostas-e-encomendas.md): Aplique descontos através de montantes ou percentagens em propostas e encomendas, ao nível do documento ou da linha de produto, e visualize automaticamente o seu impacto nos valores calculados.

### Métricas e Informes

- [Como incorporar dashboards do Power BI no Sage Sales Management](https://support.forcemanager.net/pt/articles/11831076-como-incorporar-dashboards-do-power-bi-no-sage-sales-management.md)

### Integraciones

- [Ringover](https://support.forcemanager.net/pt/articles/10819286-ringover.md): Integração do Sage Sales Management com Ringover para centralizar a gestão de chamadas

### Integraciones con Sage

- [Widget de estado da sincronização do Documento de Venda](https://support.forcemanager.net/pt/articles/12993856-widget-de-estado-da-sincronizacao-do-documento-de-venda.md)
- [Estado da sincronização](https://support.forcemanager.net/pt/articles/14107290-estado-da-sincronizacao.md)

### Add-ons

- [Email Campaigns](https://support.forcemanager.net/pt/articles/15272289-email-campaigns.md): O Email Campaigns é um suplemento do Sage Sales Management concebido para criar, enviar e acompanhar campanhas de email em massa diretamente a partir da plataforma.
- [Configurar uma identidade de remetente para campanhas de email](https://support.forcemanager.net/pt/articles/15272378-configurar-uma-identidade-de-remetente-para-campanhas-de-email.md): Antes de enviar campanhas com o Marketing Campaigns, é necessário configurar uma identidade de remetente. Esta configuração define a forma como os destinatários irão visualizar os seus emails e con...
- [Verificar o seu domínio para campanhas de email](https://support.forcemanager.net/pt/articles/14960435-verificar-o-seu-dominio-para-campanhas-de-email.md): Autentique o seu domínio para melhorar a entregabilidade das campanhas de email e permitir o envio a partir do Sage Sales Management.
- [Criar e gerir modelos de campanhas de email](https://support.forcemanager.net/pt/articles/15272466-criar-e-gerir-modelos-de-campanhas-de-email.md): A secção Modelos do Email Campaigns permite criar modelos reutilizáveis para as suas campanhas de email. Pode utilizar um editor visual ou um editor HTML.
- [Criar e enviar uma campanha de email](https://support.forcemanager.net/pt/articles/15272586-criar-e-enviar-uma-campanha-de-email.md): O processo de criação de uma campanha orienta-o passo a passo na configuração do remetente, dos destinatários, do assunto e do design do email, permitindo realizar envios mais seguros, segmentados ...
- [Preparar subscritores e o Estado de marketing](https://support.forcemanager.net/pt/articles/15272432-preparar-subscritores-e-o-estado-de-marketing.md): Antes de enviar uma campanha de email, é necessário preparar os registos que poderão receber comunicações de marketing.
- [Gerir o Estado de marketing de Empresas e Contactos](https://support.forcemanager.net/pt/articles/16050154-gerir-o-estado-de-marketing-de-empresas-e-contactos.md): Gira o Estado de marketing de Empresas e Contactos, consulte o respetivo histórico de alterações e compreenda como os diferentes eventos afetam o consentimento dos destinatários.
- [Gerir listas de destinatários](https://support.forcemanager.net/pt/articles/16050790-gerir-listas-de-destinatarios.md): Crie e gira listas de destinatários para agrupar Empresas e Contactos e reutilizá-los como público-alvo nas suas campanhas de email.
- [Compreender as métricas e análises das campanhas](https://support.forcemanager.net/pt/articles/15272643-compreender-as-metricas-e-analises-das-campanhas.md): O Email Campaigns disponibiliza métricas e análises que permitem avaliar o desempenho das suas campanhas de email diretamente no Sage Sales Management.
- [Sales Campaigns no Sage Sales Management](https://support.forcemanager.net/pt/articles/8613461-sales-campaigns-no-sage-sales-management.md): O Sales Campaigns permite-te organizar, lançar e acompanhar campanhas comerciais diretamente a partir do Sage Sales Management.
- [Configurar o Sales Campaigns](https://support.forcemanager.net/pt/articles/10600009-configurar-o-sales-campaigns.md): A configuração do Sales Campaigns permite definir permissões, gerir campanhas e controlar quais as ações que os utilizadores podem realizar consoante o estado de cada campanha.
- [Sales Campaigns: FAQ e resolução de problemas](https://support.forcemanager.net/pt/articles/15175750-sales-campaigns-faq-e-resolucao-de-problemas.md): Este artigo reúne as dúvidas mais frequentes relacionadas com o Sales Campaigns no Sage Sales Management.
- [Sage Copilot: Relatório inteligente por voz. Preencher formulários com o Sage Copilot](https://support.forcemanager.net/pt/articles/11623506-sage-copilot-relatorio-inteligente-por-voz-preencher-formularios-com-o-sage-copilot.md)

### Admin Sage Sales Management

- [O que é uma Sucursal no Sage Sales Management ?](https://support.forcemanager.net/pt/articles/13333593-o-que-e-uma-sucursal-no-sage-sales-management.md): Descobre como funcionam as Sucursais no Sage Sales Management para gerir a visibilidade, o acesso de utilizadores e a segmentação de dados.
- [MultiAmbiente: trabalhar com diferentes grupos de empresas](https://support.forcemanager.net/pt/articles/13713112-multiambiente-trabalhar-com-diferentes-grupos-de-empresas.md): O MultiAmbiente permite gerir diferentes grupos de empresas de forma independente dentro da mesma aplicação.
- [Smart Fields](https://support.forcemanager.net/pt/articles/11053025-smart-fields.md): Como configurar relações condicionais entre campos
- [Campos dinâmicos e campos dependentes](https://support.forcemanager.net/pt/articles/9886558-campos-dinamicos-e-campos-dependentes.md)
- [Indicador de sincronização com Sage Accounting em campos e listas de valores](https://support.forcemanager.net/pt/articles/13632259-indicador-de-sincronizacao-com-sage-accounting-em-campos-e-listas-de-valores.md): Este indicador ajuda a compreender melhor o comportamento da aplicação quando existe uma integração ativa e a interpretar possíveis limitações ou diferenças no funcionamento.
- [Perguntas frequentes e resolução de problemas](https://support.forcemanager.net/pt/articles/12840684-perguntas-frequentes-e-resolucao-de-problemas.md): Nesta secção encontras respostas às perguntas mais frequentes e soluções práticas para resolver eventuais problemas durante a utilização da aplicação.
- [O que é o Sage ID?](https://support.forcemanager.net/pt/articles/12598224-o-que-e-o-sage-id.md): O Sage ID é o sistema de acesso unificado da Sage, através do qual um utilizador se autentica para aceder a produtos, serviços e aplicações Sage.
- [Porque precisas de um utilizador principal](https://support.forcemanager.net/pt/articles/12598309-porque-precisas-de-um-utilizador-principal.md): O utilizador principal é essencial para garantir uma integração segura e contínua entre a aplicação móvel Sage 50 e o Sage 50. Este papel define quem gere a ligação, controla os acessos e mantém a ...
- [O que é o número de série no Sage 50 e como encontrá-lo?](https://support.forcemanager.net/pt/articles/12750454-o-que-e-o-numero-de-serie-no-sage-50-e-como-encontra-lo.md): O número de série é o identificador único da licença do teu software Sage 50.
- [Como sincronizar um dossier](https://support.forcemanager.net/pt/articles/12750470-como-sincronizar-um-dossier.md): Para que a aplicação possa trabalhar com os dados do Sage \(por exemplo, Sage 50\), é necessário sincronizar um dossier.
- [Como começar a usar a aplicação Sage 50 Mobile](https://support.forcemanager.net/pt/articles/12598446-como-comecar-a-usar-a-aplicacao-sage-50-mobile.md): Descobre como começar a utilizar o Sage 50 Mobile, a aplicação criada para tirar o máximo partido do Sage Copilot, ajudar-te a compreender e otimizar os teus processos.
- [Compreende o teu painel no Sage 50 Mobile](https://support.forcemanager.net/pt/articles/11790788-compreende-o-teu-painel-no-sage-50-mobile.md): Obtém uma visão em tempo real dos teus lucros, vendas, despesas, fluxo de caixa e saldo bancário — tudo num painel simples e claro.
- [Como funciona o teu Painel Financeiro no Sage 50 Mobile](https://support.forcemanager.net/pt/articles/12637311-como-funciona-o-teu-painel-financeiro-no-sage-50-mobile.md): Como funciona o teu Painel Financeiro no Sage 50 Mobile
- [Widget Lucro Comercial](https://support.forcemanager.net/pt/articles/12780991-widget-lucro-comercial.md): O que mostra o widget Lucro Comercial, a sua origem, como é calculado e porque é essencial para a tua empresa.
- [Widget Top Vendas](https://support.forcemanager.net/pt/articles/12781040-widget-top-vendas.md): O que mostra o widget Top Vendas, a sua origem, como é calculado e porque é essencial para a tua empresa.
- [Widget Top Compras](https://support.forcemanager.net/pt/articles/12781049-widget-top-compras.md)
- [Widget Vendas e Compras](https://support.forcemanager.net/pt/articles/12781011-widget-vendas-e-compras.md): O que mostra o widget Vendas e Compras, a sua origem, como é calculado e porque é essencial para a tua empresa.
- [Widget Recebimentos e Pagamentos](https://support.forcemanager.net/pt/articles/12781014-widget-recebimentos-e-pagamentos.md): O que mostra o widget Recebimentos e Pagamentos, a sua origem, como é calculado e porque é essencial para a tua empresa.
- [Diretrizes gerais para o cálculo dos indicadores](https://support.forcemanager.net/pt/articles/12780898-diretrizes-gerais-para-o-calculo-dos-indicadores.md): Critérios gerais utilizados para calcular os valores apresentados no Dashboard do Sage 50 Mobile

### Informação legal

- [Termos e Condições](https://support.forcemanager.net/pt/articles/15480334-termos-e-condicoes.md): Consultar os Termos e Condições
- [Política de Privacidade](https://support.forcemanager.net/pt/articles/15480445-politica-de-privacidade.md): Consultar a Política de Privacidade

## Español

### Bienvenido a Sage Sales Management

- [¿Qué es Sage Sales Management?](https://support.forcemanager.net/es/articles/8613234-que-es-sage-sales-management.md): ¿Qué es Sage Sales Management y cuáles son sus funciones principales?
- [Planes disponibles en Sage Sales Management](https://support.forcemanager.net/es/articles/8850787-planes-disponibles-en-sage-sales-management.md): Conoce las ediciones disponibles y elige la que mejor se adapta a tu organización
- [Límites de uso en Sage Sales Management](https://support.forcemanager.net/es/articles/8948844-limites-de-uso-en-sage-sales-management.md): Conoce los recursos disponibles en cada plan y cómo gestionar su utilización
- [¿Cómo acceder a Sage Sales Management?](https://support.forcemanager.net/es/articles/8613237-como-acceder-a-sage-sales-management.md): Puedes acceder a Sage Sales Management desde la versión web o desde la aplicación móvil, utilizando siempre las mismas credenciales. Este artículo te muestra cómo iniciar sesión desde cada canal.
- [Empezar con Sage Sales Management](https://support.forcemanager.net/es/articles/15595416-empezar-con-sage-sales-management.md): Selecciona la opción que mejor describa tu situación para acceder a las instrucciones de activación, actualización o integración de Sage Sales Management.
- [Administración de usuarios](https://support.forcemanager.net/es/articles/8613243-administracion-de-usuarios.md): Gestiona el acceso de los miembros de tu equipo a Sage Sales Management
- [Configura Sage Sales Management antes de empezar](https://support.forcemanager.net/es/articles/8613239-configura-sage-sales-management-antes-de-empezar.md): Prepara tu entorno de trabajo y descubre qué opciones puedes configurar cuando las necesites
- [Configurar tu perfil y los datos de tu organización](https://support.forcemanager.net/es/articles/8613242-configurar-tu-perfil-y-los-datos-de-tu-organizacion.md): Aprende a actualizar tu perfil, personalizar el entorno y mantener los datos y el logo de tu organización desde la configuración de Sage Sales Management.
- [Actualiza desde Sage 50 Mobile a Sage Sales Management](https://support.forcemanager.net/es/articles/15588956-actualiza-desde-sage-50-mobile-a-sage-sales-management.md): Si vienes de Sage 50 Mobile, sigue esta guía para activar Sage Sales Management y comenzar a trabajar desde la versión web y la aplicación móvil con tus credenciales habituales.
- [¿Cómo puedo Integrar el Conector Sage 50 ES y Sage Sales Management?](https://support.forcemanager.net/es/articles/8613447-como-puedo-integrar-el-conector-sage-50-es-y-sage-sales-management.md)

### Primeros Pasos

- [Primeros pasos con Dashboard](https://support.forcemanager.net/es/articles/15647611-primeros-pasos-con-dashboard.md): Descubre qué son los dashboards en Sage Sales Management y cómo visualizar los principales indicadores comerciales mediante paneles interactivos.
- [Primeros pasos con Empresas](https://support.forcemanager.net/es/articles/15646790-primeros-pasos-con-empresas.md): Aprende qué son las Empresas en Sage Sales Management, crea tu primera empresa y descubre cómo este módulo organiza todas tus relaciones comerciales.
- [Primeros pasos con Contactos](https://support.forcemanager.net/es/articles/15647216-primeros-pasos-con-contactos.md): Descubre qué es un contacto en Sage Sales Management, cómo se relaciona con las empresas y por qué es esencial para gestionar tus relaciones comerciales.
- [Primeros pasos con Actividades](https://support.forcemanager.net/es/articles/15647227-primeros-pasos-con-actividades.md): Aprende qué son las Actividades en Sage Sales Management, registra tu primera interacción y descubre cómo mantener un historial completo de tu actividad comercial.
- [Primeros pasos con Oportunidades](https://support.forcemanager.net/es/articles/15647250-primeros-pasos-con-oportunidades.md): Aprende qué son las Oportunidades en Sage Sales Management, crea tu primera oportunidad y comienza a realizar el seguimiento de tus ventas potenciales.
- [Primeros pasos con Documentos](https://support.forcemanager.net/es/articles/15647236-primeros-pasos-con-documentos.md): Descubre qué son los documentos en Sage Sales Management y cómo te ayudan a consultar y compartir la información comercial generada durante el proceso de venta.
- [Primeros pasos con Métricas e Informes](https://support.forcemanager.net/es/articles/15647260-primeros-pasos-con-metricas-e-informes.md): Aprende cómo Métricas e Informes transforma la actividad comercial en información útil para analizar el rendimiento y tomar mejores decisiones.
- [Productos y Pedidos](https://support.forcemanager.net/es/articles/15943197-productos-y-pedidos.md): Descubre cómo gestionar tu catálogo de productos y crear documentos comerciales en Sage Sales Management. Desde esta colección podrás comenzar a trabajar con Productos y Pedidos y acceder a las guí...
- [Primeros pasos con Productos](https://support.forcemanager.net/es/articles/15943348-primeros-pasos-con-productos.md): Descubre cómo funciona el catálogo de productos de Sage Sales Management, dónde encontrarlo y cómo empezar a utilizar los productos en tus documentos comerciales.
- [Primeros pasos con Pedidos](https://support.forcemanager.net/es/articles/15943403-primeros-pasos-con-pedidos.md): Descubre cómo funcionan los pedidos en Sage Sales Management, dónde encontrarlos y cómo empezar a utilizarlos para gestionar tus documentos comerciales.
- [Completa tus funcionalidades con Add-ons](https://support.forcemanager.net/es/articles/8613255-completa-tus-funcionalidades-con-add-ons.md)
- [Bienvenido a Personaliza Sage Sales Management](https://support.forcemanager.net/es/articles/15897396-bienvenido-a-personaliza-sage-sales-management.md): Aprende a personalizar Sage Sales Management configurando tu cuenta, tu espacio de trabajo y las opciones disponibles para adaptar el CRM a las necesidades de tu negocio.
- [Dashboard Webapp](https://support.forcemanager.net/es/articles/10080229-dashboard-webapp.md): Explora todas las opciones de personalización y maximiza el potencial de tu página de inicio.
- [Filtros de entidades relacionadas](https://support.forcemanager.net/es/articles/9094734-filtros-de-entidades-relacionadas.md): Utiliza filtros de entidades relacionadas para obtener resultados más precisos y significativos.
- [ForceBI: Configuración de Dashboards Personalizados](https://support.forcemanager.net/es/articles/10242390-forcebi-configuracion-de-dashboards-personalizados.md): Creación de dashboards personalizados para analizar datos comerciales sin necesidad de conocimientos técnicos avanzados.
- [Cómo Importar Datos Eficazmente en Sage Sales Management](https://support.forcemanager.net/es/articles/8613507-como-importar-datos-eficazmente-en-sage-sales-management.md)
- [Creación de Campos](https://support.forcemanager.net/es/articles/8662068-creacion-de-campos.md): Añade campos personalizados para almacenar información adicional y así adaptar los datos a las necesidades de tú empresa.
- [Gestión de Campos Estándar y Personalizados](https://support.forcemanager.net/es/articles/8613246-gestion-de-campos-estandar-y-personalizados.md)
- [Automatizaciones](https://support.forcemanager.net/es/articles/15897932-automatizaciones.md): Descubre cómo las Automatizaciones pueden ayudarte a eliminar tareas repetitivas y optimizar los procesos de tu negocio. Desde esta colección podrás aprender a crear, configurar y ampliar automatiz...
- [Automatizaciones: Simplifica y optimiza tus procesos diarios](https://support.forcemanager.net/es/articles/12291109-automatizaciones-simplifica-y-optimiza-tus-procesos-diarios.md): Automatiza procesos clave en Sage Sales Management y simplifica tu trabajo con la nueva funcionalidad de Automatizaciones.
- [¿Cómo crear y probar una automatización en Sage Sales Management?](https://support.forcemanager.net/es/articles/12602497-como-crear-y-probar-una-automatizacion-en-sage-sales-management.md)
- [Automatizaciones: ¿Puedo hacer condiciones combinando módulos diferentes?](https://support.forcemanager.net/es/articles/13367332-automatizaciones-puedo-hacer-condiciones-combinando-modulos-diferentes.md): Descubre cómo crear condiciones en automatizaciones combinando distintos módulos y entidades en Sage Sales Management para definir reglas más precisas y flexibles.
- [Automatizaciones en Sage Sales Management: cómo identificar y resolver errores](https://support.forcemanager.net/es/articles/12602479-automatizaciones-en-sage-sales-management-como-identificar-y-resolver-errores.md): Como detectar, revisar y solucionar errores en tus automatizaciones.
- [Automatizaciones FAQs](https://support.forcemanager.net/es/articles/12602515-automatizaciones-faqs.md): Preguntas y respuestas frecuentes sobre automatizaciones, su funcionamiento y puesta en marcha.
- [Bienvenido a Administración del CRM](https://support.forcemanager.net/es/articles/15897460-bienvenido-a-administracion-del-crm.md): Descubre la Plataforma de Administración de Sage Sales Management y conoce las principales áreas para administrar, personalizar y mantener tu CRM.

### FAQ

- [¿Qué información de sistema puedo consultar desde los registros de Sage Sales Management?](https://support.forcemanager.net/es/articles/11388972-que-informacion-de-sistema-puedo-consultar-desde-los-registros-de-sage-sales-management.md)
- [¿Cómo fusionar elementos?](https://support.forcemanager.net/es/articles/8613558-como-fusionar-elementos.md)
- [Contacta a tus clientes por WhatsApp](https://support.forcemanager.net/es/articles/8613543-contacta-a-tus-clientes-por-whatsapp.md)
- [¡Previsualiza tus archivos antes de descargarlos!](https://support.forcemanager.net/es/articles/8613566-previsualiza-tus-archivos-antes-de-descargarlos.md)
- [Metadatos en Sage Sales Management](https://support.forcemanager.net/es/articles/8613521-metadatos-en-sage-sales-management.md)
- [¿Se mantienen los filtros que aplico al cerrar y volver a iniciar la sesión?](https://support.forcemanager.net/es/articles/8613522-se-mantienen-los-filtros-que-aplico-al-cerrar-y-volver-a-iniciar-la-sesion.md)
- [Uso de Filtros Avanzados](https://support.forcemanager.net/es/articles/8613523-uso-de-filtros-avanzados.md)
- [Creación Rápida de Entidades](https://support.forcemanager.net/es/articles/8613526-creacion-rapida-de-entidades.md)
- [¿Cuándo recibo notificaciones?](https://support.forcemanager.net/es/articles/8613530-cuando-recibo-notificaciones.md)
- [¿Cómo añadir un elemento en seguimiento y qué implica?](https://support.forcemanager.net/es/articles/8613531-como-anadir-un-elemento-en-seguimiento-y-que-implica.md)
- [Creación Asociada de Entidades](https://support.forcemanager.net/es/articles/8613520-creacion-asociada-de-entidades.md)
- [¿Puedo exportar los datos?](https://support.forcemanager.net/es/articles/8613542-puedo-exportar-los-datos.md)
- [¿Cómo actualizar tu método de pago?](https://support.forcemanager.net/es/articles/8912464-como-actualizar-tu-metodo-de-pago.md): Añade/Modifica una tarjeta de crédito en el área de
- [¿Qué versión de Outlook necesito para instalar el complemento de Outlook en Sage Sales Management?](https://support.forcemanager.net/es/articles/9167744-que-version-de-outlook-necesito-para-instalar-el-complemento-de-outlook-en-sage-sales-management.md)
- [¿Necesitas ayuda?](https://support.forcemanager.net/es/articles/8613572-necesitas-ayuda.md)
- [Servicio de soporte conversacional](https://support.forcemanager.net/es/articles/8613570-servicio-de-soporte-conversacional.md)
- [¿Cómo puedo saber qué versión de navegador tengo?](https://support.forcemanager.net/es/articles/8613606-como-puedo-saber-que-version-de-navegador-tengo.md)
- [¿Qué versiones de navegadores son compatibles con Sage Sales Management?](https://support.forcemanager.net/es/articles/8613605-que-versiones-de-navegadores-son-compatibles-con-sage-sales-management.md)
- [¿Qué podemos ver desde el icono de usuario?](https://support.forcemanager.net/es/articles/8613601-que-podemos-ver-desde-el-icono-de-usuario.md)
- [¿Cómo añadir usuarios desde la versión de prueba?](https://support.forcemanager.net/es/articles/8613600-como-anadir-usuarios-desde-la-version-de-prueba.md)
- [¿Cómo acceder al Webinar?](https://support.forcemanager.net/es/articles/8613597-como-acceder-al-webinar.md)
- [¿Cómo puedo contactar con soporte?](https://support.forcemanager.net/es/articles/8613596-como-puedo-contactar-con-soporte.md)
- [¿Cómo consultar y descargar tus facturas?](https://support.forcemanager.net/es/articles/8613595-como-consultar-y-descargar-tus-facturas.md)
- [¿Qué significa atribuir una calificación a las empresas?](https://support.forcemanager.net/es/articles/8613590-que-significa-atribuir-una-calificacion-a-las-empresas.md)
- [¿Has olvidado tu contraseña?](https://support.forcemanager.net/es/articles/8613581-has-olvidado-tu-contrasena.md)
- [¿Cómo modificar el idioma?](https://support.forcemanager.net/es/articles/8613580-como-modificar-el-idioma.md)
- [¿Qué navegadores Web recomendamos?](https://support.forcemanager.net/es/articles/8613578-que-navegadores-web-recomendamos.md)
- [¿Cómo iniciar sesión desde la versión web?](https://support.forcemanager.net/es/articles/8613575-como-iniciar-sesion-desde-la-version-web.md)
- [¿Cómo darse de baja en Sage Sales Management?](https://support.forcemanager.net/es/articles/8613557-como-darse-de-baja-en-sage-sales-management.md): Guía para usuarios de Sage Sales Management \(SSM\). Este artículo no aplica a otros productos o servicios de Sage
- [¿Cómo crear vistas personalizadas en Empresas?](https://support.forcemanager.net/es/articles/8613613-como-crear-vistas-personalizadas-en-empresas.md)
- [Personaliza tu web de Sage Sales Management](https://support.forcemanager.net/es/articles/8613619-personaliza-tu-web-de-sage-sales-management.md)
- [¿Cómo cambiar mi contraseña en Sage Sales Management?](https://support.forcemanager.net/es/articles/8613611-como-cambiar-mi-contrasena-en-sage-sales-management.md)
- [Actualización masiva](https://support.forcemanager.net/es/articles/8613607-actualizacion-masiva.md): Edición masiva de empresas, contactos y oportunidades
- [¿Se pueden modificar los campos personalizados en Sage Sales Management?](https://support.forcemanager.net/es/articles/8613608-se-pueden-modificar-los-campos-personalizados-en-sage-sales-management.md)
- [Workflows](https://support.forcemanager.net/es/articles/8613617-workflows.md)
- [¿Cómo geolocalizar mis empresas de forma masiva?](https://support.forcemanager.net/es/articles/8613662-como-geolocalizar-mis-empresas-de-forma-masiva.md)
- [¿Cómo borrar caché y cookies?](https://support.forcemanager.net/es/articles/8613582-como-borrar-cache-y-cookies.md)
- [¿Cómo editar la geolocalización en eventos y tareas?](https://support.forcemanager.net/es/articles/8613660-como-editar-la-geolocalizacion-en-eventos-y-tareas.md)
- [Preguntas Frecuentes sobre Geolocalización y Check-in en Sage Sales Management](https://support.forcemanager.net/es/articles/10201077-preguntas-frecuentes-sobre-geolocalizacion-y-check-in-en-sage-sales-management.md): Cómo funciona la geolocalización y el Check-in en Sage Sales Management, incluyendo condiciones, finalidades, datos recopilados y medidas de seguridad.
- [¿Cómo diferenciar un Check-in de una visita?](https://support.forcemanager.net/es/articles/8613544-como-diferenciar-un-check-in-de-una-visita.md)
- [¿Cómo puedo compartir o enviar una actividad?](https://support.forcemanager.net/es/articles/8613541-como-puedo-compartir-o-enviar-una-actividad.md)
- [¿Qué es una gestión de tipo llamada telefónica?](https://support.forcemanager.net/es/articles/8613538-que-es-una-gestion-de-tipo-llamada-telefonica.md)
- [¿Cómo crear vistas personalizadas en Actividades?](https://support.forcemanager.net/es/articles/8613614-como-crear-vistas-personalizadas-en-actividades.md)
- [La videollamada como nueva actividad comercial](https://support.forcemanager.net/es/articles/8613618-la-videollamada-como-nueva-actividad-comercial.md)
- [¿Cómo puedo compartir una tarea con otro usuario?](https://support.forcemanager.net/es/articles/8613536-como-puedo-compartir-una-tarea-con-otro-usuario.md)
- [¿Cómo crear vistas personalizadas en el Calendario?](https://support.forcemanager.net/es/articles/8613615-como-crear-vistas-personalizadas-en-el-calendario.md)
- [Notificaciones de eventos en Web](https://support.forcemanager.net/es/articles/8613621-notificaciones-de-eventos-en-web.md)
- [¿Cómo personalizar los estados de las oportunidades?](https://support.forcemanager.net/es/articles/8613620-como-personalizar-los-estados-de-las-oportunidades.md)
- [¿Cómo firmar un documento?](https://support.forcemanager.net/es/articles/8613548-como-firmar-un-documento.md)
- [¿Cómo agregar documentos a Sage Sales Management?](https://support.forcemanager.net/es/articles/8613535-como-agregar-documentos-a-sage-sales-management.md)
- [¿Se puede eliminar un informe?](https://support.forcemanager.net/es/articles/8613539-se-puede-eliminar-un-informe.md)
- [¿Qué es un cita?](https://support.forcemanager.net/es/articles/8613641-que-es-un-cita.md)
- [¿Qué es la puntuación ForceActivity?](https://support.forcemanager.net/es/articles/8613643-que-es-la-puntuacion-forceactivity.md)
- [Sincronización bidireccional de correo y calendario](https://support.forcemanager.net/es/articles/8613645-sincronizacion-bidireccional-de-correo-y-calendario.md)
- [¿Por qué no puedo ver en la versión web la actividad que he realizado desde la app en mi dispositivo móvil?](https://support.forcemanager.net/es/articles/8613653-por-que-no-puedo-ver-en-la-version-web-la-actividad-que-he-realizado-desde-la-app-en-mi-dispositivo-movil.md)
- [¿Puedo trabajar offline?](https://support.forcemanager.net/es/articles/8613655-puedo-trabajar-offline.md)
- [¿Qué significa el icono de cargando cuando creo una empresa?](https://support.forcemanager.net/es/articles/8613659-que-significa-el-icono-de-cargando-cuando-creo-una-empresa.md)
- [Sincronizar el correo con Microsoft Office 365 \(Outlook / Exchange\)](https://support.forcemanager.net/es/articles/14685757-sincronizar-el-correo-con-microsoft-office-365-outlook-exchange.md): Configura la sincronización de tu correo de Microsoft Office 365 con Sage Sales Management para registrar automáticamente la actividad de email en el CRM.
- [Grabación de videollamadas](https://support.forcemanager.net/es/articles/8613634-grabacion-de-videollamadas.md)
- [¿Cómo compartir el detalle de una videollamada con un cliente?](https://support.forcemanager.net/es/articles/8613632-como-compartir-el-detalle-de-una-videollamada-con-un-cliente.md)
- [¿Video Check-in o Videollamada?](https://support.forcemanager.net/es/articles/8613633-video-check-in-o-videollamada.md)
- [¿Qué carpetas y documentos son visibles en el Gestor Documental?](https://support.forcemanager.net/es/articles/8613666-que-carpetas-y-documentos-son-visibles-en-el-gestor-documental.md)
- [¿Cumplimos algún estándar para la seguridad de la información?](https://support.forcemanager.net/es/articles/8613667-cumplimos-algun-estandar-para-la-seguridad-de-la-informacion.md)
- [¿Cómo funcionan las copias de seguridad y la protección de datos en Sage Sales Management?](https://support.forcemanager.net/es/articles/8613668-como-funcionan-las-copias-de-seguridad-y-la-proteccion-de-datos-en-sage-sales-management.md)
- [En caso de que Sage Sales Management contrate servicios de un tercero, ¿puede dar la información de los clientes?](https://support.forcemanager.net/es/articles/8613669-en-caso-de-que-sage-sales-management-contrate-servicios-de-un-tercero-puede-dar-la-informacion-de-los-clientes.md)
- [En caso de que el cliente solicite exportar sus datos para pasarlos a otro proveedor, ¿seria posible?](https://support.forcemanager.net/es/articles/8613670-en-caso-de-que-el-cliente-solicite-exportar-sus-datos-para-pasarlos-a-otro-proveedor-seria-posible.md)
- [En caso de investigación, ¿nos pueden solicitar información del cliente?](https://support.forcemanager.net/es/articles/8613671-en-caso-de-investigacion-nos-pueden-solicitar-informacion-del-cliente.md)
- [¿Cómo saber si tengo la última versión de Sage Sales Management?](https://support.forcemanager.net/es/articles/8613591-como-saber-si-tengo-la-ultima-version-de-sage-sales-management.md)
- [¿Cómo saber qué versión de Android tengo?](https://support.forcemanager.net/es/articles/8613593-como-saber-que-version-de-android-tengo.md)
- [¿Cómo sé si mi dispositivo está preparado para ser geolocalizado?](https://support.forcemanager.net/es/articles/8613663-como-se-si-mi-dispositivo-esta-preparado-para-ser-geolocalizado.md)
- [¿Cómo utilizar el micrófono para la transcripción en movilidad?](https://support.forcemanager.net/es/articles/8613545-como-utilizar-el-microfono-para-la-transcripcion-en-movilidad.md)
- [Integración con Siri](https://support.forcemanager.net/es/articles/8613561-integracion-con-siri.md)
- [Notificaciones en iOS](https://support.forcemanager.net/es/articles/8613565-notificaciones-en-ios.md)
- [¿Cómo activar el modo de ahorro de energía? ](https://support.forcemanager.net/es/articles/8613547-como-activar-el-modo-de-ahorro-de-energia.md)
- [¿Se puede guardar un borrador en Sage Sales Management?](https://support.forcemanager.net/es/articles/8613524-se-puede-guardar-un-borrador-en-sage-sales-management.md)
- [Creación rápida desde el Dashboard](https://support.forcemanager.net/es/articles/8613525-creacion-rapida-desde-el-dashboard.md)
- [¿Qué es la Magic Card?](https://support.forcemanager.net/es/articles/8613529-que-es-la-magic-card.md)
- [¿Cómo actualizar tu sistema operativo de iOS?](https://support.forcemanager.net/es/articles/8613571-como-actualizar-tu-sistema-operativo-de-ios.md)
- [¿Qué dispositivos Huawei soportamos?](https://support.forcemanager.net/es/articles/8613573-que-dispositivos-huawei-soportamos.md)
- [¿Cuáles son los requisitos mínimos para dispositivos Android?](https://support.forcemanager.net/es/articles/8613604-cuales-son-los-requisitos-minimos-para-dispositivos-android.md)
- [¿Cómo saber qué versión de Sage Sales Management tengo?](https://support.forcemanager.net/es/articles/8613584-como-saber-que-version-de-sage-sales-management-tengo.md)
- [¿Cuáles son los requisitos mínimos para dispositivos iOS?](https://support.forcemanager.net/es/articles/8613594-cuales-son-los-requisitos-minimos-para-dispositivos-ios.md)
- [¿Cómo borrar caché del dispositivo móvil?](https://support.forcemanager.net/es/articles/8613583-como-borrar-cache-del-dispositivo-movil.md)
- [¿Qué es el informe post-llamada?](https://support.forcemanager.net/es/articles/8613534-que-es-el-informe-post-llamada.md)
- [Añade imágenes a tus actividades](https://support.forcemanager.net/es/articles/8613527-anade-imagenes-a-tus-actividades.md)
- [¿Qué es el dashboard?](https://support.forcemanager.net/es/articles/8613636-que-es-el-dashboard.md)
- [¿Cómo funciona la opción actualizar datos en movilidad?](https://support.forcemanager.net/es/articles/8613658-como-funciona-la-opcion-actualizar-datos-en-movilidad.md)
- [Acciones predictivas iOS 12](https://support.forcemanager.net/es/articles/8613628-acciones-predictivas-ios-12.md)
- [Notificaciones avanzadas en iOS 12](https://support.forcemanager.net/es/articles/8613629-notificaciones-avanzadas-en-ios-12.md)
- [¿Conoces los nuevos Widgets en iOS?](https://support.forcemanager.net/es/articles/8613625-conoces-los-nuevos-widgets-en-ios.md)
- [¿Cómo escribir en formularios desde mi iPad?](https://support.forcemanager.net/es/articles/8613626-como-escribir-en-formularios-desde-mi-ipad.md)
- [¿Cómo dibujar en ForceManager?](https://support.forcemanager.net/es/articles/8613627-como-dibujar-en-forcemanager.md)
- [Utiliza Texto en Vivo \(Live Text\) de iOS en Sage Sales Management](https://support.forcemanager.net/es/articles/8613622-utiliza-texto-en-vivo-live-text-de-ios-en-sage-sales-management.md)
- [Conoce el widget XLarge](https://support.forcemanager.net/es/articles/8613623-conoce-el-widget-xlarge.md)
- [Personaliza las notificaciones en iOS 15](https://support.forcemanager.net/es/articles/8613624-personaliza-las-notificaciones-en-ios-15.md)
- [Sincronización de llamadas en movilidad en Sage Sales Management](https://support.forcemanager.net/es/articles/10626560-sincronizacion-de-llamadas-en-movilidad-en-sage-sales-management.md)
- [Configurar sincronización de llamadas en Android - Sage Sales Management Call Tracker](https://support.forcemanager.net/es/articles/8613649-configurar-sincronizacion-de-llamadas-en-android-sage-sales-management-call-tracker.md)
- [Configurar sincronización de llamadas en iOS - Caller ID](https://support.forcemanager.net/es/articles/10626570-configurar-sincronizacion-de-llamadas-en-ios-caller-id.md)

### Sage Copilot

- [Sage Copilot: Inteligencia artificial para acelerar tus ventas](https://support.forcemanager.net/es/articles/8650047-sage-copilot-inteligencia-artificial-para-acelerar-tus-ventas.md): Características principales de Sage Copilot
- [Sage Copilot: Copilot Insights](https://support.forcemanager.net/es/articles/11483868-sage-copilot-copilot-insights.md): Sage Copilot en Empresas
- [Sage Copilot – Resumen instantáneo desde los widgets de Actividades, Oportunidades y Pedidos](https://support.forcemanager.net/es/articles/11483849-sage-copilot-resumen-instantaneo-desde-los-widgets-de-actividades-oportunidades-y-pedidos.md)
- [Sage Copilot: Scan Card](https://support.forcemanager.net/es/articles/8613424-sage-copilot-scan-card.md)
- [Acciones por voz: registra información más rápidamente con Sage Copilot](https://support.forcemanager.net/es/articles/8613426-acciones-por-voz-registra-informacion-mas-rapidamente-con-sage-copilot.md): Utiliza Sage Copilot para crear nuevos registros o completar información existente utilizando lenguaje natural.
- [Sage Copilot: Cómo potenciar tu seguimiento comercial con el envío de Email Marketing](https://support.forcemanager.net/es/articles/8974785-sage-copilot-como-potenciar-tu-seguimiento-comercial-con-el-envio-de-email-marketing.md): Personalización con Sage Copilot, tracking de emails, y mucho más..
- [Sage Copilot: Cómo potenciar tu seguimiento comercial con el envío de Email Marketing desde tu dispositivo móvil](https://support.forcemanager.net/es/articles/10040933-sage-copilot-como-potenciar-tu-seguimiento-comercial-con-el-envio-de-email-marketing-desde-tu-dispositivo-movil.md)
- [Sage Copilot: Comienza a utilizar Email Marketing](https://support.forcemanager.net/es/articles/9046598-sage-copilot-comienza-a-utilizar-email-marketing.md): Este artículo te ofrece una breve guía para utilizar fácilmente Email Marketing.
- [Sage Copilot: Cómo utilizar plantillas con Email Marketing](https://support.forcemanager.net/es/articles/9166968-sage-copilot-como-utilizar-plantillas-con-email-marketing.md): Utiliza y guarda varias plantillas de correos electrónicos en formato de texto plano.
- [Emails masivos](https://support.forcemanager.net/es/articles/9419752-emails-masivos.md): Cómo utilizar Email Marketing para enviar emails masivos desde Sage Sales Management
- [¿En qué consiste la funcionalidad de email tracking y cómo hacer para que esta cumpla con el RGPD?](https://support.forcemanager.net/es/articles/9082560-en-que-consiste-la-funcionalidad-de-email-tracking-y-como-hacer-para-que-esta-cumpla-con-el-rgpd.md): Descripción de la funcionalidad de email tracking y detalle de las acciones a llevar a cabo para el cumplimiento con el RGPD.
- [Preguntas Frecuentes](https://support.forcemanager.net/es/articles/9046571-preguntas-frecuentes.md): Preguntas frecuentes de nuestra herramienta de Email Marketing.
- [Sage Copilot: Cómo Utilizar Sage Copilot en Tus Correos](https://support.forcemanager.net/es/articles/9324287-sage-copilot-como-utilizar-sage-copilot-en-tus-correos.md): Sage Copilot se integra en emails marketing y permite a los usuarios optimizar y agilizar la redacción de correos electrónicos.

### Empresas

- [Entender Empresas](https://support.forcemanager.net/es/articles/15646825-entender-empresas.md): Comprende qué es una empresa en Sage Sales Management, cómo se organiza su información y qué funciones encontrarás para gestionar tus cuentas comerciales.
- [¿Cómo acceder a empresas?](https://support.forcemanager.net/es/articles/8613257-como-acceder-a-empresas.md)
- [¿Cómo fusionar empresas?](https://support.forcemanager.net/es/articles/8613274-como-fusionar-empresas.md)
- [¿Cómo funciona la opción mapa de empresas?](https://support.forcemanager.net/es/articles/8613273-como-funciona-la-opcion-mapa-de-empresas.md)
- [¿Se pueden filtrar y buscar empresas?](https://support.forcemanager.net/es/articles/8613272-se-pueden-filtrar-y-buscar-empresas.md)
- [¿Qué indican los iconos en la lista de empresas de la app móvil?](https://support.forcemanager.net/es/articles/8613271-que-indican-los-iconos-en-la-lista-de-empresas-de-la-app-movil.md)
- [¿Cómo gestionar recomendaciones en empresas?](https://support.forcemanager.net/es/articles/8613270-como-gestionar-recomendaciones-en-empresas.md)
- [¿Cómo añadir imágenes a tus empresas?](https://support.forcemanager.net/es/articles/8613269-como-anadir-imagenes-a-tus-empresas.md)
- [¿Cómo puedo relacionar empresas?](https://support.forcemanager.net/es/articles/8613267-como-puedo-relacionar-empresas.md)
- [¿Qué son los Campos Destacados?](https://support.forcemanager.net/es/articles/8613265-que-son-los-campos-destacados.md)
- [¿Qué visualizo en una ficha de empresa?](https://support.forcemanager.net/es/articles/8613264-que-visualizo-en-una-ficha-de-empresa.md)
- [¿Cómo añadir o modificar la geolocalización de una empresa?](https://support.forcemanager.net/es/articles/8613263-como-anadir-o-modificar-la-geolocalizacion-de-una-empresa.md)
- [¿Cómo modificar o eliminar empresas?](https://support.forcemanager.net/es/articles/8613261-como-modificar-o-eliminar-empresas.md)
- [¿Cómo añadir mis empresas de forma manual?](https://support.forcemanager.net/es/articles/8613260-como-anadir-mis-empresas-de-forma-manual.md)
- [¿Cómo crear una empresa?](https://support.forcemanager.net/es/articles/8613259-como-crear-una-empresa.md)
- [Planificador de visitas](https://support.forcemanager.net/es/articles/9095822-planificador-de-visitas.md): Programa eventos o tareas rápidamente para fechas específicas, optimizando una ruta de visitas automáticamente.
- [Planificador de ruta comercial](https://support.forcemanager.net/es/articles/9344821-planificador-de-ruta-comercial.md): Optimizar la eficiencia y productividad de tu equipo comercial mediante una mejor organización de sus rutas.
- [¿Qué es una empresa?](https://support.forcemanager.net/es/articles/8613637-que-es-una-empresa.md)

### Contactos

- [¿Qué es un contacto?](https://support.forcemanager.net/es/articles/8613275-que-es-un-contacto.md)
- [¿Cómo acceder a contactos?](https://support.forcemanager.net/es/articles/8613276-como-acceder-a-contactos.md)
- [¿Cómo crear un contacto?](https://support.forcemanager.net/es/articles/8613277-como-crear-un-contacto.md)
- [¿Cómo añadir una imagen a un contacto?](https://support.forcemanager.net/es/articles/8613278-como-anadir-una-imagen-a-un-contacto.md)
- [¿Cómo crear un contacto con Scan Card?](https://support.forcemanager.net/es/articles/8613279-como-crear-un-contacto-con-scan-card.md)
- [¿Qué campos tiene un contacto?](https://support.forcemanager.net/es/articles/8613280-que-campos-tiene-un-contacto.md)
- [¿Qué opciones puedo hacer en una ficha de contacto?](https://support.forcemanager.net/es/articles/8613282-que-opciones-puedo-hacer-en-una-ficha-de-contacto.md)
- [¿Cómo modificar o eliminar contactos?](https://support.forcemanager.net/es/articles/8613283-como-modificar-o-eliminar-contactos.md)
- [¿Cómo fusionar contactos?](https://support.forcemanager.net/es/articles/8613284-como-fusionar-contactos.md)

### Actividades 

- [Entender Actividades](https://support.forcemanager.net/es/articles/12579879-entender-actividades.md): Comprende cómo se organiza el módulo Actividades y conoce las diferencias entre actividades, tareas y eventos para registrar correctamente la actividad comercial.
- [¿Cómo puedo exportar mi actividad?](https://support.forcemanager.net/es/articles/8613316-como-puedo-exportar-mi-actividad.md)
- [¿Cómo funciona el menú Actividades?](https://support.forcemanager.net/es/articles/8613304-como-funciona-el-menu-actividades.md)
- [Uso de Filtros en el menú Actividades](https://support.forcemanager.net/es/articles/8613311-uso-de-filtros-en-el-menu-actividades.md)
- [¿Cómo acceder a las actividades?](https://support.forcemanager.net/es/articles/8613306-como-acceder-a-las-actividades.md)
- [Funcionalidades de la lista de Actividades](https://support.forcemanager.net/es/articles/8613307-funcionalidades-de-la-lista-de-actividades.md)
- [¿Qué tipos de actividades hay?](https://support.forcemanager.net/es/articles/8613317-que-tipos-de-actividades-hay.md)
- [¿Qué información me da una ficha de actividad?](https://support.forcemanager.net/es/articles/8613312-que-informacion-me-da-una-ficha-de-actividad.md)
- [Actividades de WhatsApp en Sage Sales Management](https://support.forcemanager.net/es/articles/8613324-actividades-de-whatsapp-en-sage-sales-management.md)
- [Enlaza Emails y Llamadas a tus Oportunidades](https://support.forcemanager.net/es/articles/8613325-enlaza-emails-y-llamadas-a-tus-oportunidades.md)
- [¿Qué es una tarea?](https://support.forcemanager.net/es/articles/8613343-que-es-una-tarea.md)
- [¿Cómo acceder a tareas?](https://support.forcemanager.net/es/articles/8613344-como-acceder-a-tareas.md)
- [¿Qué campos tiene una tarea?](https://support.forcemanager.net/es/articles/8613346-que-campos-tiene-una-tarea.md)
- [¿Cómo crear una tarea?](https://support.forcemanager.net/es/articles/8613347-como-crear-una-tarea.md)
- [¿Qué opciones se pueden hacer en la lista de tareas?](https://support.forcemanager.net/es/articles/8613348-que-opciones-se-pueden-hacer-en-la-lista-de-tareas.md)
- [Adjunta imágenes a tus Actividades](https://support.forcemanager.net/es/articles/8613309-adjunta-imagenes-a-tus-actividades.md)
- [¿Cómo editar o eliminar una actividad?](https://support.forcemanager.net/es/articles/8613310-como-editar-o-eliminar-una-actividad.md)
- [¿Cómo crear una actividad?](https://support.forcemanager.net/es/articles/8613308-como-crear-una-actividad.md)
- [¿Cómo compartir una actividad?](https://support.forcemanager.net/es/articles/8613313-como-compartir-una-actividad.md)
- [Conversaciones en Actividades - Estructura](https://support.forcemanager.net/es/articles/8613329-conversaciones-en-actividades-estructura.md)
- [Conversaciones en Actividades](https://support.forcemanager.net/es/articles/8613328-conversaciones-en-actividades.md)
- [Conversaciones en Actividades - Inicia una conversación](https://support.forcemanager.net/es/articles/8613330-conversaciones-en-actividades-inicia-una-conversacion.md)
- [Conversaciones en Actividades - Notificaciones](https://support.forcemanager.net/es/articles/8613331-conversaciones-en-actividades-notificaciones.md)
- [Conversaciones en Actividades - Preguntas Frecuentes](https://support.forcemanager.net/es/articles/8613332-conversaciones-en-actividades-preguntas-frecuentes.md)
- [Registra tus correos de Outlook en Actividades](https://support.forcemanager.net/es/articles/8613326-registra-tus-correos-de-outlook-en-actividades.md)
- [¿Cómo ver tu recorrido diario?](https://support.forcemanager.net/es/articles/8613323-como-ver-tu-recorrido-diario.md)
- [Comparar ruta del día](https://support.forcemanager.net/es/articles/9273074-comparar-ruta-del-dia.md): Una útil herramienta de seguimiento de visitas para jefes de equipo comercial.
- [¿Qué es un reporte de visita?](https://support.forcemanager.net/es/articles/8613315-que-es-un-reporte-de-visita.md)
- [Check-in: registra visitas y reporta por voz en Sage Sales Management](https://support.forcemanager.net/es/articles/8613318-check-in-registra-visitas-y-reporta-por-voz-en-sage-sales-management.md): El Check-in te permite registrar visitas comerciales desde la aplicación móvil de Sage Sales Management, ya sea manualmente o mediante voz con Sage Copilot.
- [Check- in superior a 350 metros](https://support.forcemanager.net/es/articles/8613319-check-in-superior-a-350-metros.md)
- [¿Qué es el check-out?](https://support.forcemanager.net/es/articles/8613320-que-es-el-check-out.md)
- [¿Qué es el Fast check-in?](https://support.forcemanager.net/es/articles/8613322-que-es-el-fast-check-in.md)
- [¿Qué es el calendario?](https://support.forcemanager.net/es/articles/8613333-que-es-el-calendario.md)
- [¿Cómo acceder a tu calendario?](https://support.forcemanager.net/es/articles/8613334-como-acceder-a-tu-calendario.md)
- [¿En qué formatos de visualización puedo ver el calendario?](https://support.forcemanager.net/es/articles/8613335-en-que-formatos-de-visualizacion-puedo-ver-el-calendario.md)
- [¿Qué permite la opción mapa del menú del calendario?](https://support.forcemanager.net/es/articles/8613337-que-permite-la-opcion-mapa-del-menu-del-calendario.md)
- [¿Cómo crear una cita?](https://support.forcemanager.net/es/articles/8613338-como-crear-una-cita.md)
- [¿Cómo añadir invitados a un evento?](https://support.forcemanager.net/es/articles/8613339-como-anadir-invitados-a-un-evento.md)
- [¿Qué puedes ver desde el detalle de un evento?](https://support.forcemanager.net/es/articles/8613340-que-puedes-ver-desde-el-detalle-de-un-evento.md)
- [¿Cómo hacer Check-in si se ha agendado una visita en el Calendario?](https://support.forcemanager.net/es/articles/8613341-como-hacer-check-in-si-se-ha-agendado-una-visita-en-el-calendario.md)
- [Reporta tus videollamadas automáticamente](https://support.forcemanager.net/es/articles/8613342-reporta-tus-videollamadas-automaticamente.md)
- [Sincronización de Calendarios en Outlook mediante CalDAV](https://support.forcemanager.net/es/articles/11477294-sincronizacion-de-calendarios-en-outlook-mediante-caldav.md)
- [Configurar un calendario CalDAV en Thunderbird](https://support.forcemanager.net/es/articles/11477385-configurar-un-calendario-caldav-en-thunderbird.md)

### Oportunidades

- [¿Qué es una oportunidad?](https://support.forcemanager.net/es/articles/8613285-que-es-una-oportunidad.md)
- [¿Cómo acceder a oportunidades?](https://support.forcemanager.net/es/articles/8613287-como-acceder-a-oportunidades.md)
- [¿Cómo crear una oportunidad?](https://support.forcemanager.net/es/articles/8613288-como-crear-una-oportunidad.md)
- [¿Qué campos tiene una oportunidad?](https://support.forcemanager.net/es/articles/8613289-que-campos-tiene-una-oportunidad.md)
- [¿Qué opciones puedes hacer en una ficha de oportunidades?](https://support.forcemanager.net/es/articles/8613290-que-opciones-puedes-hacer-en-una-ficha-de-oportunidades.md)
- [¿Cómo hacer un Check-in desde oportunidades?](https://support.forcemanager.net/es/articles/8613291-como-hacer-un-check-in-desde-oportunidades.md)
- [¿Cómo filtrar o buscar oportunidades?](https://support.forcemanager.net/es/articles/8613293-como-filtrar-o-buscar-oportunidades.md)
- [¿Qué significan los iconos que aparecen en la lista de oportunidades en movilidad?](https://support.forcemanager.net/es/articles/8613294-que-significan-los-iconos-que-aparecen-en-la-lista-de-oportunidades-en-movilidad.md)
- [¿Cómo modificar o eliminar una oportunidad?](https://support.forcemanager.net/es/articles/8613296-como-modificar-o-eliminar-una-oportunidad.md)
- [¿Cómo geolocalizar nuevas oportunidades?](https://support.forcemanager.net/es/articles/8613298-como-geolocalizar-nuevas-oportunidades.md)
- [¿Qué es el pipeline de oportunidades?](https://support.forcemanager.net/es/articles/8613299-que-es-el-pipeline-de-oportunidades.md)
- [Multiple Pipelines](https://support.forcemanager.net/es/articles/8613301-multiple-pipelines.md)
- [¿Cómo fusionar oportunidades?](https://support.forcemanager.net/es/articles/8613302-como-fusionar-oportunidades.md)
- [¿Qué es un pipeline?](https://support.forcemanager.net/es/articles/8613303-que-es-un-pipeline.md)

### Productos

- [Cómo gestionar tus productos en Sage Sales Manager](https://support.forcemanager.net/es/articles/8613366-como-gestionar-tus-productos-en-sage-sales-manager.md)
- [Unidades de medida en Sage Sales Management](https://support.forcemanager.net/es/articles/15463398-unidades-de-medida-en-sage-sales-management.md): Gestiona varias unidades de medida para un mismo producto en Sage Sales Management mediante reglas de conversión y controles de cantidad que garantizan una gestión coherente de los productos y una ...
- [Entender Productos](https://support.forcemanager.net/es/articles/15969325-entender-productos.md): Descubre cómo funciona el catálogo de productos de Sage Sales Management y encuentra toda la documentación relacionada con la gestión de productos desde un único punto de acceso.

### Ofertas y Pedidos

- [Pedidos](https://support.forcemanager.net/es/articles/8613372-pedidos.md)
- [¿Cómo editar un pedido?](https://support.forcemanager.net/es/articles/8613373-como-editar-un-pedido.md)
- [¿Cómo añadir una dirección de envío a un pedido?](https://support.forcemanager.net/es/articles/8613374-como-anadir-una-direccion-de-envio-a-un-pedido.md)
- [¿Cómo añadir pedidos?](https://support.forcemanager.net/es/articles/8613375-como-anadir-pedidos.md)
- [¿Cómo añadir productos en un pedido?](https://support.forcemanager.net/es/articles/8613376-como-anadir-productos-en-un-pedido.md)
- [¿Cómo compartir un pedido?](https://support.forcemanager.net/es/articles/8613378-como-compartir-un-pedido.md)
- [¿Cómo firmar un pedido?](https://support.forcemanager.net/es/articles/8613379-como-firmar-un-pedido.md)
- [¿Cómo filtrar o buscar pedidos?](https://support.forcemanager.net/es/articles/8613380-como-filtrar-o-buscar-pedidos.md)
- [Configuración de decimales en Pedidos y productos](https://support.forcemanager.net/es/articles/14430418-configuracion-de-decimales-en-pedidos-y-productos.md): Aprende cómo configurar los decimales en Sage Sales Management para adaptar la visualización de precios, cantidades y valores numéricos.
- [Gestión de gastos de transporte en Sage Sales Management](https://support.forcemanager.net/es/articles/15029005-gestion-de-gastos-de-transporte-en-sage-sales-management.md): La funcionalidad de gastos de transporte permite mostrar importes de envío o transporte dentro de los documentos comerciales utilizando productos configurados como transporte.
- [Gestión de impuestos en Sage Sales Management](https://support.forcemanager.net/es/articles/15054052-gestion-de-impuestos-en-sage-sales-management.md): La funcionalidad Core Tax Management permite gestionar impuestos directamente en Sage Sales Management mediante perfiles fiscales de cliente, impuestos base de producto y cálculos fiscales en docum...
- [Resumen financiero en el pie de los pedidos de venta](https://support.forcemanager.net/es/articles/15055855-resumen-financiero-en-el-pie-de-los-pedidos-de-venta.md): El nuevo resumen financiero del pedido proporciona una visión más clara y estructurada de los principales importes financieros dentro de los pedidos de venta.
- [Aplicar descuentos en ofertas y pedidos](https://support.forcemanager.net/es/articles/15476335-aplicar-descuentos-en-ofertas-y-pedidos.md): Aplica descuentos mediante importe o porcentaje en presupuestos y pedidos, tanto a nivel de documento como de línea de producto, y visualiza automáticamente su impacto en los importes calculados.

### Documentos

- [¿Qué son los documentos?](https://support.forcemanager.net/es/articles/8613349-que-son-los-documentos.md)
- [¿Cómo funciona el menú documentos?](https://support.forcemanager.net/es/articles/8613351-como-funciona-el-menu-documentos.md)
- [¿Cómo funciona la búsqueda de documentos?](https://support.forcemanager.net/es/articles/8613352-como-funciona-la-busqueda-de-documentos.md)
- [¿Cómo se añade un documento?](https://support.forcemanager.net/es/articles/8613353-como-se-anade-un-documento.md)
- [¿Cómo añadir documentos en la ficha de empresa?](https://support.forcemanager.net/es/articles/8613354-como-anadir-documentos-en-la-ficha-de-empresa.md)
- [¿Cómo modificar o eliminar una carpeta o documento?](https://support.forcemanager.net/es/articles/8613355-como-modificar-o-eliminar-una-carpeta-o-documento.md)
- [¿Qué puedo hacer con un documento?](https://support.forcemanager.net/es/articles/8613356-que-puedo-hacer-con-un-documento.md)

### Métricas e Informes

- [Análisis de Ventas](https://support.forcemanager.net/es/articles/8613387-analisis-de-ventas.md)
- [Distribución: Distribución por estado](https://support.forcemanager.net/es/articles/8613405-distribucion-distribucion-por-estado.md)
- [Distribución: Distribución Geográfica](https://support.forcemanager.net/es/articles/8613403-distribucion-distribucion-geografica.md)
- [Conversión: Funnel de empresas](https://support.forcemanager.net/es/articles/8613400-conversion-funnel-de-empresas.md)
- [Conversión: Funnel de oportunidades](https://support.forcemanager.net/es/articles/8613398-conversion-funnel-de-oportunidades.md)
- [Intensidad: Ranking de Actividad](https://support.forcemanager.net/es/articles/8613392-intensidad-ranking-de-actividad.md)
- [Conversión: Previsión de oportunidades](https://support.forcemanager.net/es/articles/8613396-conversion-prevision-de-oportunidades.md)
- [Gráfico "Indicadores de actividad"](https://support.forcemanager.net/es/articles/8613399-grafico-indicadores-de-actividad.md): Configura el gráfico para analizar de manera óptima la evolución de la actividad en Sage Sales Management y tomar mejores decisiones estratégicas.
- [Conversión: Pipeline de oportunidades](https://support.forcemanager.net/es/articles/8613395-conversion-pipeline-de-oportunidades.md)
- [Intensidad: Indicadores de Actividad](https://support.forcemanager.net/es/articles/8613391-intensidad-indicadores-de-actividad.md): Con esta funcionalidad, puedes realizar un seguimiento detallado de todas las actividades comerciales y optimizar tus estrategias de ventas.
- [Intensidad: Objetivos](https://support.forcemanager.net/es/articles/8613389-intensidad-objetivos.md): Con esta funcionalidad, podrás gestionar tus metas de manera sencilla y mantener el control de tu rendimiento comercial.
- [Intensidad: Actividad](https://support.forcemanager.net/es/articles/8613388-intensidad-actividad.md)
- [Puntuación de actividad](https://support.forcemanager.net/es/articles/8613386-puntuacion-de-actividad.md): Métrica para analizar el rendimiento de tu equipoOptimiza tu estrategia comercial midiendo lo que realmente importa.
- [Distribución: Empresas más activas](https://support.forcemanager.net/es/articles/8613404-distribucion-empresas-mas-activas.md)
- [Distribución: Cobertura de cartera](https://support.forcemanager.net/es/articles/8613393-distribucion-cobertura-de-cartera.md): Con esta funcionalidad, podrás mejorar la gestión de tus visitas y optimizar tus recursos comerciales.
- [Administrador de widgets](https://support.forcemanager.net/es/articles/8613384-administrador-de-widgets.md)
- [Conversión: Ranking de Ventas](https://support.forcemanager.net/es/articles/8613409-conversion-ranking-de-ventas.md)
- [Conversión: Diagrama Actividad / Ventas](https://support.forcemanager.net/es/articles/8613408-conversion-diagrama-actividad-ventas.md)
- [Distribución: Distribución horaria](https://support.forcemanager.net/es/articles/8613407-distribucion-distribucion-horaria.md)
- [¿Qué es un informe?](https://support.forcemanager.net/es/articles/8613357-que-es-un-informe.md)
- [¿Cómo accedes a los informes?](https://support.forcemanager.net/es/articles/8613358-como-accedes-a-los-informes.md)
- [¿Qué tipos de informes existen?](https://support.forcemanager.net/es/articles/8613359-que-tipos-de-informes-existen.md): En el apartado de informes, hay tres tipos de informes, los cuales te explicaremos en detalle en los siguientes párrafos.
- [Informe sobre el Histórico de Objetivos en Sage Sales Management](https://support.forcemanager.net/es/articles/8613360-informe-sobre-el-historico-de-objetivos-en-sage-sales-management.md): El informe de Histórico de Objetivos proporciona una visión clara y estructurada del progreso hacia las metas establecidas.
- [Informe de actividad semanal para planes Starter](https://support.forcemanager.net/es/articles/8613361-informe-de-actividad-semanal-para-planes-starter.md)
- [Informe de actividad semanal para planes Professional y Performance](https://support.forcemanager.net/es/articles/8613362-informe-de-actividad-semanal-para-planes-professional-y-performance.md)
- [Informe de cuadro de mando agregado](https://support.forcemanager.net/es/articles/8613363-informe-de-cuadro-de-mando-agregado.md)
- [Informe de empresas no visitadas, por ciclo de visita](https://support.forcemanager.net/es/articles/8613364-informe-de-empresas-no-visitadas-por-ciclo-de-visita.md)
- [Informe de Oportunidades](https://support.forcemanager.net/es/articles/8613365-informe-de-oportunidades.md)
- [Cómo incrustar dashboards de Power BI en Sage Sales Management](https://support.forcemanager.net/es/articles/11831076-como-incrustar-dashboards-de-power-bi-en-sage-sales-management.md)
- [Dashboards](https://support.forcemanager.net/es/articles/8698123-dashboards.md): Business Intelligence diseñada para recopilar información de tu negocio y potenciar tu estrategia de ventas.
- [Analytics Pro](https://support.forcemanager.net/es/articles/9031927-analytics-pro.md): Business Intelligence para impulsar tus ventas

### Integraciones

- [Integración de Mailchimp con Sage Sales Management](https://support.forcemanager.net/es/articles/8613454-integracion-de-mailchimp-con-sage-sales-management.md): Con esta integración, podrás optimizar tus campañas de email marketing directamente desde Sage Sales Management.
- [Zendesk](https://support.forcemanager.net/es/articles/8613458-zendesk.md)
- [Outlook Pluggin](https://support.forcemanager.net/es/articles/8867038-outlook-pluggin.md): Aumenta tu productividad agregando Sage Sales Management a tu bandeja de entrada de Outlook.
- [Ringover](https://support.forcemanager.net/es/articles/10819286-ringover.md): La integración con Ringover permite gestionar llamadas de manera centralizada
- [Zoom](https://support.forcemanager.net/es/articles/8613459-zoom.md)
- [Microsoft Teams](https://support.forcemanager.net/es/articles/8613456-microsoft-teams.md)
- [Zapier](https://support.forcemanager.net/es/articles/8613457-zapier.md): Conceptos básicos y configuración.
- [¿Qué opciones de integración están disponibles para Zapier en Sage Sales Management?](https://support.forcemanager.net/es/articles/8867182-que-opciones-de-integracion-estan-disponibles-para-zapier-en-sage-sales-management.md): Descubre cómo ahorrar tiempo con esta útil integración. Catálogo de integraciones de Zapier.
- [Introducción a la Integración de Sage Sales Management con Make](https://support.forcemanager.net/es/articles/8613455-introduccion-a-la-integracion-de-sage-sales-management-con-make.md)
- [Creación de Flujos de Trabajo con Sage Sales Management y Make](https://support.forcemanager.net/es/articles/10575389-creacion-de-flujos-de-trabajo-con-sage-sales-management-y-make.md)

### Integraciones con Sage

- [Sage: Widget Estado de la sincronización de Documentos de Venta](https://support.forcemanager.net/es/articles/12993856-sage-widget-estado-de-la-sincronizacion-de-documentos-de-venta.md): El Widget de Estado de la sincronización te muestra en qué punto está la sincronización de un Documento de Venta entre Sage Sales Management y Sage.
- [Estado de la sincronización con Sage](https://support.forcemanager.net/es/articles/14107290-estado-de-la-sincronizacion-con-sage.md): Cómo comprobar el estado de sincronización con Sage Accounting en SSM
- [Sage 50 ES: Descarga e Instalación](https://support.forcemanager.net/es/articles/14168848-sage-50-es-descarga-e-instalacion.md): Descarga e instala el conector de Sage 50 para comenzar a trabajar con Sage Sales Management.
- [Sage 50 ES: Configuración inicial](https://support.forcemanager.net/es/articles/14168883-sage-50-es-configuracion-inicial.md): Conoce qué ocurre durante la configuración inicial del conector y qué necesitas antes de comenzar
- [Sage 50 ES: Funcionalidades de la integración](https://support.forcemanager.net/es/articles/8613444-sage-50-es-funcionalidades-de-la-integracion.md): Descubre qué datos se sincronizan entre Sage 50 y Sage Sales Management, cómo se comportan y qué puedes hacer en cada sistema para trabajar de forma coordinada.
- [Sage 50 ES: ¿Cómo funciona la sincronización?](https://support.forcemanager.net/es/articles/14167155-sage-50-es-como-funciona-la-sincronizacion.md): Comprende cómo se sincronizan los datos entre Sage 50 y Sage Sales Management, cuándo se actualizan y qué ocurre cuando realizas cambios en cada sistema.
- [Sage 50 ES: ¿Qué sistema gestiona cada dato?](https://support.forcemanager.net/es/articles/14167271-sage-50-es-que-sistema-gestiona-cada-dato.md): Descubre en qué sistema debes gestionar cada tipo de dato dentro de la integración entre Sage 50 y Sage Sales Management para evitar errores y trabajar de forma eficiente.
- [Sage 50 ES: ¿Cómo se sincroniza cada tipo de dato entre Sage 50 y Sage Sales Management?](https://support.forcemanager.net/es/articles/9276745-sage-50-es-como-se-sincroniza-cada-tipo-de-dato-entre-sage-50-y-sage-sales-management.md): Consulta de forma rápida cómo se sincroniza cada tipo de dato entre Sage 50 y Sage Sales Management.
- [Sage 50 ES: Widget de ventas de Sage 50](https://support.forcemanager.net/es/articles/11515758-sage-50-es-widget-de-ventas-de-sage-50.md): Visualiza rápidamente los importes facturados por empresa directamente desde Sage Sales Management gracias al widget de ventas integrado con Sage 50.
- [Sage 50 ES: ¿Cómo crear y sincronizar un cliente potencial?](https://support.forcemanager.net/es/articles/8613428-sage-50-es-como-crear-y-sincronizar-un-cliente-potencial.md): Aprende cómo crear clientes potenciales en Sage 50 o en Sage Sales Management y cómo se sincronizan entre ambos sistemas.
- [Sage 50 ES: Gestión de Stock en la Integración de Sage 50](https://support.forcemanager.net/es/articles/10756493-sage-50-es-gestion-de-stock-en-la-integracion-de-sage-50.md): Consulta y comprende cómo se actualiza el stock de tus productos en Sage Sales Management a partir de los datos sincronizados desde Sage 50.
- [Sage 50 ES: Limitaciones de la integración](https://support.forcemanager.net/es/articles/14168493-sage-50-es-limitaciones-de-la-integracion.md): Conoce las principales limitaciones de la integración entre Sage 50 y Sage Sales Management para entender qué acciones debes realizar en cada sistema y evitar comportamientos inesperados
- [Sage 50 ES: Comportamiento de decimales en la integración](https://support.forcemanager.net/es/articles/14354892-sage-50-es-comportamiento-de-decimales-en-la-integracion.md): Los decimales en Sage 50 ES dependen de la configuración en Sage y determinan los límites y el comportamiento de precios, cantidades y totales en Sales Orders y los precios que vemos en los Productos.
- [Sage 50 ES: Preguntas y respuestas](https://support.forcemanager.net/es/articles/14168994-sage-50-es-preguntas-y-respuestas.md): Encuentra respuestas rápidas a las dudas más comunes sobre la integración entre Sage 50 y Sage Sales Management.
- [Sage 50 ES: ¿Cómo descargo los logs en Sage50?](https://support.forcemanager.net/es/articles/8613432-sage-50-es-como-descargo-los-logs-en-sage50.md): Aprende cómo localizar y descargar los archivos de logs de Sage 50 para analizar incidencias o compartirlos con soporte.
- [Sage 50 ES: La sincronización ha dejado de funcionar](https://support.forcemanager.net/es/articles/11515470-sage-50-es-la-sincronizacion-ha-dejado-de-funcionar.md): Sigue estos pasos para identificar y resolver los problemas más comunes cuando la sincronización entre Sage 50 y Sage Sales Management deja de funcionar.
- [Sage 50 ES: Consultar, actualizar y gestionar el conector](https://support.forcemanager.net/es/articles/9305207-sage-50-es-consultar-actualizar-y-gestionar-el-conector.md): Aprende cómo consultar la versión del conector, actualizarlo y gestionar la sincronización para asegurar su correcto funcionamiento.
- [Integración entre Sage 200 y Sage Sales Management](https://support.forcemanager.net/es/articles/16392884-integracion-entre-sage-200-y-sage-sales-management.md): Conoce cómo funciona la integración entre Sage 200 y Sage Sales Management, qué información se sincroniza entre ambos sistemas y dónde encontrar la documentación necesaria para configurar, utilizar...
- [Sage 200 ES: Pasos previos a la instalación de Sage200](https://support.forcemanager.net/es/articles/9215223-sage-200-es-pasos-previos-a-la-instalacion-de-sage200.md): Prepara tu entorno antes de instalar el conector para evitar errores durante la configuración y garantizar una integración correcta desde el inicio.
- [Sage 200 ES: Requisitos técnicos del conector](https://support.forcemanager.net/es/articles/14752799-sage-200-es-requisitos-tecnicos-del-conector.md): Consulta los requisitos técnicos necesarios para instalar y ejecutar correctamente el conector.
- [Sage 200 ES: Instalación del conector con Sage200](https://support.forcemanager.net/es/articles/9215403-sage-200-es-instalacion-del-conector-con-sage200.md): Instala el conector de Sage 200 y configura la conexión con tu base de datos para iniciar la integración.
- [Sage 200 ES: Descripción Funcional de Integración](https://support.forcemanager.net/es/articles/9310655-sage-200-es-descripcion-funcional-de-integracion.md): Descubre cómo funciona la integración entre Sage 200 y Sage Sales Management y qué datos se sincronizan entre ambos sistemas.
- [Sage 200 ES: ¿Cómo actualizar el conector de Sage200?](https://support.forcemanager.net/es/articles/9362394-sage-200-es-como-actualizar-el-conector-de-sage200.md): Sigue los pasos de este artículo para actualizar el conector con Sage200 y así tener la última versión.
- [Sage 200 ES: Gestión de Implementaciones](https://support.forcemanager.net/es/articles/12065896-sage-200-es-gestion-de-implementaciones.md): Vincula tu empresa de Sage 200 con Sage Sales Management y gestiona la conexión desde el configurador del conector.
- [Sage 200 ES: Reasignar comisionistas](https://support.forcemanager.net/es/articles/15390907-sage-200-es-reasignar-comisionistas.md): Prepara la reasignación de clientes, potenciales y documentos de venta según el comisionista definido en Sage 200 para que se aplique durante la siguiente sincronización.
- [Sage 200 ES: Configuración de la integración multiempresa](https://support.forcemanager.net/es/articles/14494993-sage-200-es-configuracion-de-la-integracion-multiempresa.md): Configura la integración multiempresa para conectar varias compañías de Sage 200 en una única implementación de Sage Sales Management.
- [Sage 200 ES: Parámetros de configuración del conector](https://support.forcemanager.net/es/articles/14779609-sage-200-es-parametros-de-configuracion-del-conector.md): Conoce los parámetros clave que definen el comportamiento del conector entre Sage 200 y Sage Sales Management.
- [Sage 200 ES: ¿Cómo crear y sincronizar un cliente potencial?](https://support.forcemanager.net/es/articles/14999891-sage-200-es-como-crear-y-sincronizar-un-cliente-potencial.md): Aprende cómo crear clientes potenciales en Sage 200 o en Sage Sales Management y cómo se sincronizan entre ambos sistemas.
- [Sage 200 ES: Importación y exportación en Administración avanzada](https://support.forcemanager.net/es/articles/15562501-sage-200-es-importacion-y-exportacion-en-administracion-avanzada.md): Comprende cómo las importaciones y exportaciones masivas pueden afectar a una implementación conectada con Sage 200 y qué precauciones debes tomar para evitar duplicados, conflictos de sincronizaci...
- [Sage 200 ES: Funcionalidades de la integración](https://support.forcemanager.net/es/articles/9310618-sage-200-es-funcionalidades-de-la-integracion.md): Descubre las principales funcionalidades de la integración entre Sage 200 y Sage Sales Management y cómo afectan a la gestión comercial y de datos.
- [Sage 200 ES: Correspondencia de entidades y campos integrados](https://support.forcemanager.net/es/articles/16002550-sage-200-es-correspondencia-de-entidades-y-campos-integrados.md): Consulta cómo se relacionan las entidades de Sage 200 con Sage Sales Management, qué dirección de sincronización utiliza cada una y dónde encontrar la correspondencia de sus campos integrados.
- [Sage 200 ES: Correspondencia de campos integrados de clientes y potenciales](https://support.forcemanager.net/es/articles/16002613-sage-200-es-correspondencia-de-campos-integrados-de-clientes-y-potenciales.md): Consulta la correspondencia entre los campos de clientes y potenciales en Sage Sales Management y Sage 200, y comprende cómo cambia la sincronización según el tipo de registro.
- [Sage 200 ES: Correspondencia de campos integrados de contactos](https://support.forcemanager.net/es/articles/16012907-sage-200-es-correspondencia-de-campos-integrados-de-contactos.md): Consulta la correspondencia entre los campos de los contactos en Sage Sales Management y Sage 200, y conoce cómo se sincroniza la información entre ambas aplicaciones.
- [Sage 200 ES: Correspondencia de campos integrados de productos](https://support.forcemanager.net/es/articles/16012945-sage-200-es-correspondencia-de-campos-integrados-de-productos.md): Consulta la correspondencia entre los campos de los productos en Sage Sales Management y Sage 200, y conoce cómo se sincroniza la información del catálogo de productos entre ambas aplicaciones.
- [Sage 200 ES: Correspondencia de campos integrados de documentos de venta](https://support.forcemanager.net/es/articles/16014743-sage-200-es-correspondencia-de-campos-integrados-de-documentos-de-venta.md): Consulta la correspondencia entre los campos de los documentos de venta en Sage Sales Management y Sage 200, y comprende cómo influye el estado del documento en la sincronización de la información.
- [Sage 200 ES: Correspondencia de campos integrados de líneas de documentos de venta](https://support.forcemanager.net/es/articles/16014784-sage-200-es-correspondencia-de-campos-integrados-de-lineas-de-documentos-de-venta.md): Consulta la correspondencia entre los campos de las líneas de documentos de venta en Sage Sales Management y Sage 200, y comprende cómo se sincroniza la información de cada línea durante el proceso...
- [Sage 200 ES: Correspondencia de campos integrados de monedas](https://support.forcemanager.net/es/articles/16014846-sage-200-es-correspondencia-de-campos-integrados-de-monedas.md): Consulta la correspondencia entre los campos de las monedas en Sage Sales Management y Sage 200, y conoce cómo se sincroniza la información utilizada para la gestión de divisas.
- [Sage 200 ES: Correspondencia de campos integrados de tarifas](https://support.forcemanager.net/es/articles/16014871-sage-200-es-correspondencia-de-campos-integrados-de-tarifas.md): Consulta la correspondencia entre los campos de las tarifas en Sage Sales Management y Sage 200, y conoce cómo se sincroniza la información utilizada para la gestión comercial.
- [Sage 200 ES: Correspondencia de campos integrados de familias de producto](https://support.forcemanager.net/es/articles/16014911-sage-200-es-correspondencia-de-campos-integrados-de-familias-de-producto.md): Consulta la correspondencia entre los campos de las familias de producto en Sage Sales Management y Sage 200, y conoce cómo se sincroniza la información utilizada para clasificar el catálogo de pro...
- [Sage 200 ES: Limitaciones de la integración](https://support.forcemanager.net/es/articles/14322993-sage-200-es-limitaciones-de-la-integracion.md): Conoce las principales limitaciones de la integración entre Sage 200 y Sage Sales Management para entender qué acciones debes realizar en cada sistema y evitar comportamientos inesperados.
- [Sage 200 ES: Gestión de stock en la integración](https://support.forcemanager.net/es/articles/15012729-sage-200-es-gestion-de-stock-en-la-integracion.md): Consulta cómo se gestiona actualmente la información de stock en la integración entre Sage 200 y Sage Sales Management.
- [Sage 200 ES: Registros huérfanos e incidencias habituales en la integración](https://support.forcemanager.net/es/articles/14322994-sage-200-es-registros-huerfanos-e-incidencias-habituales-en-la-integracion.md): Conoce qué situaciones pueden provocar que algunos registros no se sincronicen con Sage Sales Management y cómo resolverlas
- [Sage 200 ES: ¿La sincronización ha dejado de funcionar?](https://support.forcemanager.net/es/articles/11517057-sage-200-es-la-sincronizacion-ha-dejado-de-funcionar.md): Revisa los puntos clave para identificar por qué el conector ha dejado de sincronizar datos y cómo restablecer su funcionamiento.
- [Sage 200 ES: Error al sincronizar datos por campos o estructura](https://support.forcemanager.net/es/articles/15013557-sage-200-es-error-al-sincronizar-datos-por-campos-o-estructura.md): Conoce por qué algunos datos pueden no sincronizarse correctamente entre Sage 200 y Sage Sales Management cuando existen diferencias en campos, configuración o longitud de datos.
- [Sage 200 ES: Problemas al crear ofertas](https://support.forcemanager.net/es/articles/15013658-sage-200-es-problemas-al-crear-ofertas.md): Conoce las principales causas por las que una oferta puede no validarse correctamente, no sincronizarse con Sage 200 o mostrar discrepancias de precio entre Sage 200 y Sage Sales Management.
- [Sage 200 ES: Preguntas frecuentes](https://support.forcemanager.net/es/articles/14322995-sage-200-es-preguntas-frecuentes.md): Consulta las respuestas a las dudas más habituales sobre la integración entre Sage 200 y Sage Sales Management.

### Add-ons

- [Campañas de Email](https://support.forcemanager.net/es/articles/15272289-campanas-de-email.md): Campañas de Email es un add-on de Sage Sales Management diseñado para crear, enviar y realizar seguimiento de campañas de email masivas directamente desde la plataforma.
- [Configurar un remitente para campañas de email](https://support.forcemanager.net/es/articles/15272378-configurar-un-remitente-para-campanas-de-email.md): Configura la identidad de remitente utilizada en tus campañas de email, incluyendo dirección de envío, reply-to, dirección postal y autenticación del dominio para mejorar la entregabilidad y cumpli...
- [Cómo verificar tu dominio para campañas de email](https://support.forcemanager.net/es/articles/14960435-como-verificar-tu-dominio-para-campanas-de-email.md): Antes de enviar campañas de email, necesitas autenticar tu dominio. Este proceso permite que proveedores como Gmail u Outlook reconozcan tus envíos como seguros, mejorando la entregabilidad y evita...
- [Crear y gestionar plantillas de Campañas de Email](https://support.forcemanager.net/es/articles/15272466-crear-y-gestionar-plantillas-de-campanas-de-email.md): La sección de plantillas de Campañas de email te permite crear diseños reutilizables para tus campañas de email. Puedes utilizar un editor visual o un editor HTML.
- [Crear y enviar una campaña de email](https://support.forcemanager.net/es/articles/15272586-crear-y-enviar-una-campana-de-email.md): El proceso de creación guía paso a paso la configuración del remitente, destinatarios, asunto y diseño de la campaña para garantizar envíos más seguros, segmentados y eficientes.
- [Preparar suscriptores y el Estado de marketing](https://support.forcemanager.net/es/articles/15272432-preparar-suscriptores-y-el-estado-de-marketing.md): Antes de enviar una campaña de email, es necesario preparar los registros que podrán recibir comunicaciones comerciales.
- [Gestiona el Estado de marketing de Empresas y Contactos](https://support.forcemanager.net/es/articles/16050154-gestiona-el-estado-de-marketing-de-empresas-y-contactos.md): Gestiona el Estado de marketing de Empresas y Contactos, consulta su historial de cambios y comprende cómo afectan los distintos eventos al consentimiento de los destinatarios.
- [Gestiona listas de destinatarios](https://support.forcemanager.net/es/articles/16050790-gestiona-listas-de-destinatarios.md): Crea y gestiona listas de destinatarios para agrupar Empresas y Contactos y reutilizarlos como público objetivo en tus campañas de email.
- [Comprender las métricas y analíticas de campañas](https://support.forcemanager.net/es/articles/15272643-comprender-las-metricas-y-analiticas-de-campanas.md): Marketing Campaigns proporciona métricas y analíticas que te permiten evaluar el rendimiento de tus campañas de email directamente desde Sage Sales Management.
- [GoalManager](https://support.forcemanager.net/es/articles/8613463-goalmanager.md): GoalManager permite a los equipos comerciales establecer metas , hacer seguimiento de su progreso en tiempo real y optimizar su rendimiento.
- [Goal Manager: Tipos de Asignación de Objetivos](https://support.forcemanager.net/es/articles/8613464-goal-manager-tipos-de-asignacion-de-objetivos.md): La versión Premium de GoalManager permite asignar y gestionar objetivos tanto individuales como de equipo. A continuación, explicamos cada uno de ellos
- [Goal Manager: Configuración de Objetivos](https://support.forcemanager.net/es/articles/10575980-goal-manager-configuracion-de-objetivos.md): Configuración de Objetivos en Sage Sales Management
- [News Manager: Comunicación Interna Eficiente en Sage Sales Management](https://support.forcemanager.net/es/articles/8613462-news-manager-comunicacion-interna-eficiente-en-sage-sales-management.md)
- [Sales Campaigns en Sage Sales Management](https://support.forcemanager.net/es/articles/8613461-sales-campaigns-en-sage-sales-management.md): Sales Campaigns te permite organizar, lanzar y realizar el seguimiento de campañas comerciales directamente desde Sage Sales Management,
- [Configurar Sales Campaigns](https://support.forcemanager.net/es/articles/10600009-configurar-sales-campaigns.md): La configuración de Sales Campaigns permite definir permisos, gestionar campañas y controlar qué acciones pueden realizar los usuarios según el estado de cada campaña.
- [Sales Campaigns: preguntas frecuentes y resolución de problemas](https://support.forcemanager.net/es/articles/15175750-sales-campaigns-preguntas-frecuentes-y-resolucion-de-problemas.md): Este artículo reúne las dudas más habituales relacionadas con Sales Campaigns en Sage Sales Management.
- [SignatureManager](https://support.forcemanager.net/es/articles/8613465-signaturemanager.md): Signature Manager es un add-on de ForceManager que facilita la firma de tus documentos de forma legal y totalmente digital.
- [La legalidad de las firmas digitales por país](https://support.forcemanager.net/es/articles/8870735-la-legalidad-de-las-firmas-digitales-por-pais.md): Este articulo comparte información realizada por el proveedor del servicio Signaturit.
- [Signature Manager : Cómo usar Signature Manager en la versión web y en dispositivos móviles.](https://support.forcemanager.net/es/articles/10576859-signature-manager-como-usar-signature-manager-en-la-version-web-y-en-dispositivos-moviles.md): Signature Manager te permite gestionar la firma de documentos en formato PDF o DOC directamente desde Sage Sales Management.
- [Sage Copilot: Asistente Personalizado](https://support.forcemanager.net/es/articles/9464351-sage-copilot-asistente-personalizado.md): Un experto en tu negocio siempre contigo.
- [Sage Copilot: Reporte inteligente por voz](https://support.forcemanager.net/es/articles/9616213-sage-copilot-reporte-inteligente-por-voz.md): Reporte de actividad por voz con IA gracias a Sage Copilot
- [Sage Copilot: Reporte inteligente por voz. Completa formularios con Sage Copilot](https://support.forcemanager.net/es/articles/11623506-sage-copilot-reporte-inteligente-por-voz-completa-formularios-con-sage-copilot.md)

### API developer's guide

- [Version 4](https://support.forcemanager.net/es/articles/8613470-version-4.md)
- [Introduction](https://support.forcemanager.net/es/articles/8613471-introduction.md)
- [Requirements](https://support.forcemanager.net/es/articles/8613472-requirements.md)
- [Using cURL to consume Sage Sales Management API](https://support.forcemanager.net/es/articles/8613473-using-curl-to-consume-sage-sales-management-api.md)
- [Service endpoint](https://support.forcemanager.net/es/articles/8613474-service-endpoint.md)
- [Data transfer](https://support.forcemanager.net/es/articles/8613475-data-transfer.md)
- [Authentication in Sage Sales Management API](https://support.forcemanager.net/es/articles/8613476-authentication-in-sage-sales-management-api.md)
- [Sage Sales Management API versions](https://support.forcemanager.net/es/articles/8613477-sage-sales-management-api-versions.md)
- [Entity types](https://support.forcemanager.net/es/articles/8613478-entity-types.md)
- [Using RESTful API](https://support.forcemanager.net/es/articles/8613479-using-restful-api.md)
- [Annex I. Examples](https://support.forcemanager.net/es/articles/8613480-annex-i-examples.md)
- [Annex II: Sage Sales Management Query Language](https://support.forcemanager.net/es/articles/8613481-annex-ii-sage-sales-management-query-language.md)
- [Java examples](https://support.forcemanager.net/es/articles/8613482-java-examples.md)
- [C\# .NET examples](https://support.forcemanager.net/es/articles/8613483-c-net-examples.md)

### Admin Sage Sales Management

- [¿Qué es un entorno en Sage Sales Management?](https://support.forcemanager.net/es/articles/13333593-que-es-un-entorno-en-sage-sales-management.md): Descubre cómo funcionan los Entornos en Sage Sales Management para gestionar la visibilidad, el acceso de usuarios y la segmentación de datos.
- [MultiEntorno: trabajar con distintos grupos de empresas](https://support.forcemanager.net/es/articles/13713112-multientorno-trabajar-con-distintos-grupos-de-empresas.md): MultiEntorno permite gestionar distintos grupos de empresas de forma independiente dentro de la misma aplicación.
- [¿Qué es el usuario Sage Sales Management Admin?](https://support.forcemanager.net/es/articles/8613190-que-es-el-usuario-sage-sales-management-admin.md)
- [¿Qué permite el usuario Sage Sales Management Admin?](https://support.forcemanager.net/es/articles/8613191-que-permite-el-usuario-sage-sales-management-admin.md)
- [Doble autenticación en el acceso a Sage Sales Management Admin](https://support.forcemanager.net/es/articles/8613192-doble-autenticacion-en-el-acceso-a-sage-sales-management-admin.md)
- [¿Cómo funciona el menú Usuarios?](https://support.forcemanager.net/es/articles/8613193-como-funciona-el-menu-usuarios.md)
- [¿Qué permite el menú Usuarios?](https://support.forcemanager.net/es/articles/8613194-que-permite-el-menu-usuarios.md)
- [¿Cómo crear un usuario?](https://support.forcemanager.net/es/articles/8613195-como-crear-un-usuario.md)
- [¿Cómo duplicar un usuario?](https://support.forcemanager.net/es/articles/8613196-como-duplicar-un-usuario.md)
- [¿Cómo funciona el "modo Jerárquico" de usuarios?](https://support.forcemanager.net/es/articles/8613197-como-funciona-el-modo-jerarquico-de-usuarios.md)
- [¿Cómo funciona el "modo Tabla" de usuarios?](https://support.forcemanager.net/es/articles/8613198-como-funciona-el-modo-tabla-de-usuarios.md)
- [¿Cómo funciona el "Resumen de entorno" de usuarios?](https://support.forcemanager.net/es/articles/8613199-como-funciona-el-resumen-de-entorno-de-usuarios.md)
- [¿Cómo unificar tus contraseñas?](https://support.forcemanager.net/es/articles/8613200-como-unificar-tus-contrasenas.md)
- [Configuración de sincronización por SCIM](https://support.forcemanager.net/es/articles/8613201-configuracion-de-sincronizacion-por-scim.md)
- [Sage Sales Management Azure AD Single Sign-On \(SSO\) Setup Guide](https://support.forcemanager.net/es/articles/8979304-sage-sales-management-azure-ad-single-sign-on-sso-setup-guide.md): Guide on setting up Azure AD as SSO for ForceManager, using OAuth 2.0 and OpenID.
- [¿Cómo saber si mi equipo tiene el correo y el calendario sincronizado?](https://support.forcemanager.net/es/articles/9766549-como-saber-si-mi-equipo-tiene-el-correo-y-el-calendario-sincronizado.md)
- [¿Puedo modificar la moneda y la zona horaria?](https://support.forcemanager.net/es/articles/8613610-puedo-modificar-la-moneda-y-la-zona-horaria.md)
- [¿Qué es un rol?](https://support.forcemanager.net/es/articles/8613202-que-es-un-rol.md)
- [¿Cómo funciona el menú permisos?](https://support.forcemanager.net/es/articles/8613203-como-funciona-el-menu-permisos.md)
- [¿Qué son los Campos?](https://support.forcemanager.net/es/articles/8613204-que-son-los-campos.md)
- [¿Cómo funciona el menú Campos?](https://support.forcemanager.net/es/articles/8613205-como-funciona-el-menu-campos.md)
- [Gestión de campos avanzada](https://support.forcemanager.net/es/articles/8613208-gestion-de-campos-avanzada.md)
- [¿Cómo funciona la Gestión de duplicados?](https://support.forcemanager.net/es/articles/8613209-como-funciona-la-gestion-de-duplicados.md)
- [Smart Fields](https://support.forcemanager.net/es/articles/11053025-smart-fields.md): Cómo configurar relaciones condicionales entre campos
- [Campos dinámicos y Campos dependientes](https://support.forcemanager.net/es/articles/9886558-campos-dinamicos-y-campos-dependientes.md)
- [Indicador de sincronización con Sage Accounting en campos y listas de valores](https://support.forcemanager.net/es/articles/13632259-indicador-de-sincronizacion-con-sage-accounting-en-campos-y-listas-de-valores.md): Este indicador informativo en el área de Administración te permite identificar fácilmente qué campos, listas y valores están integrados y sincronizados con Sage Accounting.
- [¿Cómo funciona el menú Listas de valores?](https://support.forcemanager.net/es/articles/8613211-como-funciona-el-menu-listas-de-valores.md)
- [¿Qué son las Listas de valores?](https://support.forcemanager.net/es/articles/8613212-que-son-las-listas-de-valores.md)
- [¿Qué permite el menú Listas de Valores?](https://support.forcemanager.net/es/articles/8613213-que-permite-el-menu-listas-de-valores.md)
- [¿Cómo crear nuevas listas de valores?](https://support.forcemanager.net/es/articles/8613214-como-crear-nuevas-listas-de-valores.md)
- [Cómo añadir valores en una lista de valores](https://support.forcemanager.net/es/articles/8613215-como-anadir-valores-en-una-lista-de-valores.md): Aprende a añadir nuevos valores en una lista de valores desde Sage Sales Management y cómo configurarlos correctamente.
- [¿Qué son las Reglas de Validación?](https://support.forcemanager.net/es/articles/8613216-que-son-las-reglas-de-validacion.md)
- [Reglas de validación disponibles en Sage Sales Management](https://support.forcemanager.net/es/articles/8613217-reglas-de-validacion-disponibles-en-sage-sales-management.md)
- [¿Cómo activar las reglas de validación?](https://support.forcemanager.net/es/articles/8613218-como-activar-las-reglas-de-validacion.md)
- [Documentación técnica](https://support.forcemanager.net/es/articles/9526370-documentacion-tecnica.md): Documentación técnica para configurar las reglas de validación en Sage Sales Management
- [¿Cómo funciona el menú parámetros?](https://support.forcemanager.net/es/articles/8613219-como-funciona-el-menu-parametros.md)
- [¿Qué permiten los parámetros disponibles?](https://support.forcemanager.net/es/articles/8613221-que-permiten-los-parametros-disponibles.md)
- [¿Cómo filtrar y editar parámetros?](https://support.forcemanager.net/es/articles/8613222-como-filtrar-y-editar-parametros.md)
- [¿Qué son los Literales?](https://support.forcemanager.net/es/articles/8613231-que-son-los-literales.md)
- [¿Cómo buscar Literales?](https://support.forcemanager.net/es/articles/8613232-como-buscar-literales.md)
- [¿Cómo modificar Literales?](https://support.forcemanager.net/es/articles/8613233-como-modificar-literales.md)
- [¿Qué permite el menú Importar y Exportar?](https://support.forcemanager.net/es/articles/8613227-que-permite-el-menu-importar-y-exportar.md)
- [¿Cómo realizar importaciones para añadir nuevos datos?](https://support.forcemanager.net/es/articles/8613228-como-realizar-importaciones-para-anadir-nuevos-datos.md)
- [¿Cómo actualizar masivamente tus datos?](https://support.forcemanager.net/es/articles/8613230-como-actualizar-masivamente-tus-datos.md)
- [¿Qué son los widgets en Sage Sales Management?](https://support.forcemanager.net/es/articles/8613223-que-son-los-widgets-en-sage-sales-management.md)
- [¿Qué es un Widget?](https://support.forcemanager.net/es/articles/8613224-que-es-un-widget.md)
- [Sage 50 Mobile ES: Preguntas Frecuentes y Resolución de problemas.](https://support.forcemanager.net/es/articles/12840684-sage-50-mobile-es-preguntas-frecuentes-y-resolucion-de-problemas.md): Aquí encontrarás respuestas a las dudas más frecuentes y soluciones prácticas para resolver posibles incidencias durante el uso de la aplicación.
- [Sage 50 Mobile ES: Configuración de aplicación móvil de Sage 50](https://support.forcemanager.net/es/articles/13225440-sage-50-mobile-es-configuracion-de-aplicacion-movil-de-sage-50.md): Este artículo explica cómo activar y configurar la aplicación de Sage 50 desde Sage 50. El proceso es sencillo y permite dejar preparada la aplicación móvil para sincronizar datos y empezar a traba...
- [Sage 50 Mobile ES: ¿Qué es Sage ID?](https://support.forcemanager.net/es/articles/12598224-sage-50-mobile-es-que-es-sage-id.md): El Sage ID es el sistema de acceso unificado de Sage mediante el cual un usuario se autentica para acceder a productos, servicios y aplicaciones de Sage.
- [Sage 50 Mobile ES: ¿Por qué necesitas un usuario principal?](https://support.forcemanager.net/es/articles/12598309-sage-50-mobile-es-por-que-necesitas-un-usuario-principal.md): El usuario principal desempeña un papel esencial en la integración entre Sage 50 y su aplicación móvil.
- [Sage 50 Mobile ES: ¿Qué es el número de serie en Sage 50 y cómo localizarlo?](https://support.forcemanager.net/es/articles/12750454-sage-50-mobile-es-que-es-el-numero-de-serie-en-sage-50-y-como-localizarlo.md): El número de serie es el identificador único de la licencia del software
- [Sage 50 Mobile ES: Cómo sincronizar un dossier](https://support.forcemanager.net/es/articles/12750470-sage-50-mobile-es-como-sincronizar-un-dossier.md): Para que la aplicación pueda trabajar con los datos de Sage es necesario sincronizar un dossier.
- [Sage 50 Mobile ES: ¿Cómo empezar a usar la aplicación móvil de Sage 50?](https://support.forcemanager.net/es/articles/12598446-sage-50-mobile-es-como-empezar-a-usar-la-aplicacion-movil-de-sage-50.md)
- [Sage 50 Mobile ES: : Cómo entender el Dashboard en la aplicación móvil Sage 50](https://support.forcemanager.net/es/articles/11790788-sage-50-mobile-es-como-entender-el-dashboard-en-la-aplicacion-movil-sage-50.md)
- [Sage 50 Mobile ES: Cómo funciona tu Panel Financiero en la aplicación de Sage 50](https://support.forcemanager.net/es/articles/12637311-sage-50-mobile-es-como-funciona-tu-panel-financiero-en-la-aplicacion-de-sage-50.md): Conoce cómo se calcula y qué información muestra el Panel Financiero de Sage 50, tu punto de partida para analizar las métricas clave de tu negocio.
- [Sage 50 Mobile ES: Widget Beneficio Comercial](https://support.forcemanager.net/es/articles/12780991-sage-50-mobile-es-widget-beneficio-comercial.md): Qué muestra el widget de Beneficio Comercial, su origen, cómo se calcula y por qué es clave para tu empresa.
- [Sage 50 Mobile ES: Widget Top Ventas](https://support.forcemanager.net/es/articles/12781040-sage-50-mobile-es-widget-top-ventas.md): Qué muestra el widget de Top Ventas, su origen, cómo se calcula y por qué es clave para tu empresa.
- [Sage 50 Mobile ES: Widget Top Compras](https://support.forcemanager.net/es/articles/12781049-sage-50-mobile-es-widget-top-compras.md): Qué muestra el widget de Top Compras, su origen, cómo se calcula y por qué es clave para tu empresa.
- [Sage 50 Mobile ES: Widget Ventas y Compras](https://support.forcemanager.net/es/articles/12781011-sage-50-mobile-es-widget-ventas-y-compras.md): Qué muestra el widget de Ventas y Compras, su origen, cómo se calcula y por qué es clave para tu empresa.
- [Sage 50 Mobile ES: Copilot Widget Cobros y Pagos](https://support.forcemanager.net/es/articles/12781014-sage-50-mobile-es-copilot-widget-cobros-y-pagos.md): Qué muestra el widget de Cobros y Pagos, su origen, cómo se calcula y por qué es clave para tu empresa.
- [Sage 50 Mobile ES: Pautas generales para el cálculo de los indicadores](https://support.forcemanager.net/es/articles/12780898-sage-50-mobile-es-pautas-generales-para-el-calculo-de-los-indicadores.md): Criterios generales utilizados para calcular los valores mostrados en el Dashboard de Sage 50.

### Información Legal

- [Términos y Condiciones](https://support.forcemanager.net/es/articles/15480334-terminos-y-condiciones.md): Cómo consultas los Términos y Condiciones
- [Política de Privacidad](https://support.forcemanager.net/es/articles/15480445-politica-de-privacidad.md): Consultar la Política de Privacidad