Working with Contacts

Keep all your contacts in one convenient place with a dedicated page for each contact. Effortlessly manage all contact information, update details, schedule follow-ups, and more—all at your fingertips.


Contacts

The Bulk Editing feature allows you to select and edit multiple contacts simultaneously with just one click. Save time and manage your contacts more efficiently.

Edit Multiple Contacts at Once

The Structured Sales Process (SSP) is the default pipeline designed for long-term sales journeys. Is designed to make sales SIMPLE, CLEAR, and SCALABLE. It provides a step-by-step system that eliminates guesswork and speeds up results, helping you to know exactly what to do at each stage.

Structured Sales Process (SSP) - Your Complete Guide to Systematic Sales Success

Custom Pipelines allow you to create flexible, purpose-driven sales flows alongside the default Structured Sales Process (SSP).
They are ideal for events, promotions, short-term campaigns, or specific sales scenarios where the standard SSP does not fully apply.
This page explains what custom pipelines are, when to use them, and how to manage contacts inside them.

Personalised Pipelines

The SAGA Assistant is a powerful tool that provides personalized recommendations for your next best action in the sales process. Get tailored guidance, pre-written scripts, and automated lead progression through the SSP system.

SAGA Assistant - Your Personal Guide for Smarter Sales Actions

Setting up your email client to open directly from SAGA contacts

Configuring Email Client

Feedback

Getting Started

To help you get started smoothly, here’s a quick overview of what you see when you first open SAGA and how to navigate it.

Quick Navigation Guide

Swift and Simple: A Short Tutorial on Cancelling Your Account with Confidence. Learn how to navigate to your profile, access your billing settings and cancel your plan with step-by-step instructions and screenshots.

Manage Subscription

Manage all your account and prospecting preferences from one place. This page brings together prospecting tools, personal account settings, and optional affiliate features—organized into clear tabs so everything is easy to find and update.

Settings

Onboarding is your starting point in SAGA. It covers the essentials of network marketing, shows you how to use SAGA at its full potential, and walks you through how to bring a prospect all the way from first contact to joining your team or buying your product.

Onboarding – Your Fast Track to Network Marketing

SAGA is an online management platform that you can access from both computer and mobile.
There is no mobile app for Android or iPhone, but you can still add the website to your phone's home screen for quick access.

Adding SAGA to your Phone

Stay on top of everything happening in SAGA — new leads, messages, and activity alerts — by enabling push notifications on your devices.

Push Notifications

Welcome to the SAGA Referral Program, your chance to earn epic rewards by sharing SAGA with your network.

Whether you're part of a growing team or just love what we do, this program lets you earn perks every time someone subscribes to SAGA using your unique link. Ready to grow together?

SAGA Referral Program: How It Works

No worries — it happens to everyone! Resetting your password takes less than 2 minutes. Here's exactly what to do.

Forgot Your Password?

Importing Contacts

Seamlessly transfer all your existing contacts into your SAGA Contacts from CSV files, mobile contacts, Instagram, and Facebook. Never lose track of any prospect again as you gather them all in one convenient place.

Import Contacts 

Import your phone contacts directly into SAGA with just a few taps. Works on both iOS (Safari) and Android (Chrome) devices. 

Import Mobile Contacts

Import your contact data from CSV files into SAGA. Supports Excel, Google Sheets, and all major spreadsheet formats. Complete guide with step-by-step instructions, field mapping, and troubleshooting tips.

Import CSV Contacts

Complete guide to downloading your Instagram connections data (followers and following) using Instagram's official export feature. Step-by-step instructions for all devices plus import into SAGA for professional follow-up.

Import Instagram Contacts

Complete guide to downloading your Facebook connections data (friends and followers) using Facebook's official 'Download Your Information' feature. Step-by-step instructions for all devices plus import into SAGA for professional follow-up.

Import Facebook Contacts 

Importing contacts from Linkedin

Email & Messaging

Email Broadcast lets you send bulk messages to your contact lists efficiently—all in a few clicks.

Email Broadcast & Mailing List

Create a Beautiful Email Broadcast

The Messaging page helps you stay on top of your leads by organizing follow‑ups and making communication fast and easy. It’s designed for sessions where you connect with leads, schedule follow‑ups, and track progress.

Messaging

Daily Productivity

Success in network marketing isn't about working more—it's about working smarter. Learn how to use Saga's Daily Tasks & Productivity tools to follow a clear daily plan and grow consistently with daily challenges, push notifications, and automated follow-ups.

SAGA Challenges & Tasks

You are rewarded for daily actions, everyone can participate! A fun and competitive way to engage with your team. Complete tasks to earn crowns and compete on the monthly leaderboard.

Leaderboard - Turn Tasks into Crowns and Your Team into Champions!

The Analytics page helps you understand how your contacts, conversations, and tools are performing over time.
Use it to track growth, measure engagement, and identify what actions lead to results.

Analytics Page – Help Guide

Library

Welcome to your Library — your central hub for organizing, editing, and sharing links, media, and documents with prospects or your team. Whether you're prospecting, educating, or closing, this guide will walk you through how to use your library efficiently.

SAGA Library

Scripts are short text blocks you can save, organize, and share to make communication with prospects fast, consistent, and effective. Whether you're sending onboarding instructions, sales messages, or follow-ups — scripts save time and help you stay on message.

Get the best out of our Scripts

Your entire Library and prospecting toolkit, right inside your keyboard. The SAGA Keyboard App lets you browse and share content without ever leaving the chat you're in — whether that's WhatsApp, Instagram DMs, iMessage, or any other messaging app on your phone.

SAGA Keyboard App

Prospecting Tools

Link Mate is your personal link hub — like a mini-website where you can showcase everything that matters most. Perfect to share on your social media bios or send directly to prospects, it helps people explore who you are, what you offer, and how to get in touch — all in one place.

Link Mate

Lead Magnets are powerful tools designed to help you grow your network by collecting new contacts in exchange for a valuable freebie. 

Lead Magnets 

Welcome to Forms — a powerful new way to generate, qualify, and convert leads directly inside SAGA. Follow this guide to create your first form step by step.

Forms

Info pages are personalized mini-sites that let individuals or teams showcase products, events, or opportunities in a simple, shareable format. In network marketing, they’re often used to introduce new offers, highlight success stories, or collect leads through forms.

Info Pages

The HTML block is one of the most powerful and underused features in Info Pages. It lets you add custom elements that aren't available through the standard builder. And the best part? You don't need to know how to code.

Using the HTML Block in Info Pages

Legal

Terms and Conditions

Terms and Conditions - LinkMate

WhatsApp Messaging

Follow these steps to connect your WhatsApp account in SAGA.


Connecting WhatsApp

When you connect WhatsApp to SAGA, there are a few common issues and limitations to be aware of. This page explains what to expect and what you can do if something goes wrong.