Use the login form below to sign in to your Sage Saleslogix account. If you have forgotten your password, please enter your email address and we will send you a reset link.
How to login to your Sage Saleslogix customer portal
To login to your Sage Saleslogix customer portal, follow these steps:
1. Navigate to the "My Account" page on your portal.
2. Enter your username and password in the appropriate fields and click "Log In".
3. You will be taken to the main customer portal page.
How to create a new account
If you don't have an account yet, you can create one now. To create a new account, follow these steps:
1. Go to sage-saleslogix.com and click on the "Sign In" button in the top right corner of the screen.
2. Enter your name and email address in the appropriate fields, and click on the "Sign Up" button.
3. You will be redirected to a confirmation page. Click on the "I Grant Access" button to confirm your registration.
4. Once you have confirmed your registration, you can access your account by clicking on the "Account" tab in the top left corner of the screen and then clicking on "My Account."
5. On the My Account page, click on the "New Account" button below the "Your Email Address" field to create a new account.
6. Enter your name and email address in the appropriate fields, and click on the "Create Account" button.
7. You will be redirected to a confirmation page. Click on the "I Grant Access" button to confirm your registration.
8. Once you have confirmed your registration, you can access your
How to add or edit a customer in your customer portal
Adding or editing a customer on your customer portal is easy! Here's how:
1. Log in to your customer portal and go to the "Customers" tab.
2. Click on the name of the customer you want to add or edit.
3. On the "Profile" page, you will see all of the information about that customer. You can update this information by clicking on the "Edit Profile" button.
4. To add a new field to your customer's profile, click on the "+" icon in the top-right corner of the screen. This will open up a new window where you can add new fields.
5. To edit an existing field, double-click on it.
How to cancel an order in your customer portal
If you need to cancel an order, you can do so in your customer portal.
To do this, first log in to your customer portal. You can find the customer portal on the Sage Saleslogix website or by using the Sage Saleslogix Customer Portal link on the Sage Saleslogix product page.
Next, click on the Orders tab.
You will see a list of all of your orders.
Scroll down until you see the order you want to cancel.
Click on the order's title to open its details.
On the Order Details page, click on the Cancel button next to the Order ID field.
The cancellation will take effect immediately and the order will be removed from your account.
How to view and print your sales history in your customer portal
If you have ever been curious about how your sales are doing, or if you need to print out a recent sales history for review, you can login to your customer portal and view your sales data. Here's how:
1. Log into your customer portal at sage.com/portal
2. Click on the "Sales" tab at the top of the page
3. Under "Sales History," you will see a list of recent orders and sales information for each account in your portal. You can print out this information by clicking on the "Print" button next to an order or sale record.