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  • How to set up the "What is a good lead?" program
  • Logging Your Activity On A Lead
  • Message your team via the Admin Console on Wingmate
  • Change and edit your profile settings
  • Attaching Documents to a Lead/Intel in the CRM
  • Lead Linking
  • Adding an After Sales / Service or Hand-off Pipeline
  • Export to a CSV File
  • Run a Search Using Filters in the Dashboard/CRM and Export to a CSV File
  • Edit Communication Settings
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Change and edit your profile settings

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Wingmate
Updated July 12, 2022 17:26
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Related articles

  • Attaching Documents to a Lead/Intel in the CRM
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