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Welcome to Wingmate College. The resources below will give you the knowledge you need to start using the Wingmate platform effectively. Whether you're a frontline user, sales person, or manager we've got you covered below.
LEARNING MODULES
Managers: How To Use The Mobile App
How To Use FlyFill: Leverage AI To Scan Storefronts and Business Cards
Salespersons: How To Use The Mobile App
Lead Generators/App Users: How To Use The Mobile App
How To Add Multiple Contacts via The CRM
Add Multiple Contacts via The Mobile App
See all 15 articles
CRM/Pipeline Management Platform
Adding An Extra Pipeline (i.e. After-Sales, Service, Ticket, etc.)
Analytics & What They Mean
Archiving A Lead
Attaching Documents to a Lead via the Desktop
Bonus Payouts To Your Lead Generators
Different Types of User Accounts
See all 30 articles
MOBILE APP
Adding Emoji Reactions Via the Mobile App
Adding Picture Comments via The Mobile App
Attaching A Document To A Lead via the Mobile App
Frontline User/Lead Generator: Monitor a Lead's Status
How Do I Capture A Lead?
How Does Geo-Coding Work? Can I Change The Address In The App?
See all 22 articles
WINGMATE ECOSYSTEM
Team Resource Library
Wingmate for Gmail: Getting Started
Wingmate for Outlook: Logging into the Task Pane
Wingmate for Outlook: Getting Started
Wingmate Concierge Service
INSIDE SALES SERVICE
How To Flag And Un-Flag Leads via the CRM
Enable your PM to follow up on ALL Leads!
Track your Pipeline Manager's Activity
PM Service Guide - Process and Expectations
EASYDOCS
Getting Started: What is EasyDocs?
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FlyFill, Mobile App, Email Integration