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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
Salespersons: How To Use The Mobile App
Lead Generators/App Users: How To Use The Mobile App
Demo: Pipeline Analytics, Segments, and Pipeline Activity
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.)
Admin Console: How to change the Custom Fields on your Pipeline
Analytics & What They Mean
Analytics: How to Filter Your Dashboard Using a Number Filter
Analytics: How to Filter Your Dashboard Using a Time Filter
Analytics: How to Filter Your Dashboard Using an Attribute Filter
See all 63 articles
API Access & Integrations
Wingmate Outlook: How to Track Emails back to a Lead(s)
Wingmate Outlook: How to Add a New Lead from an Email
Outlook: What type of Email Accounts can use the Outlook app?
Wingmate for Outlook: How to Install the Add-In with a Personal Outlook Account
Integrating with Wingmate: Using Wingmate's API and Webhooks
Integrating with Wingmate: Retrieving your Pipeline API Token
See all 10 articles
EasyDocs
DocuSign: Declining/Voiding an EasyDocs Agreement with DocuSign
EasyDocs Admin: Create and Edit Quote Template with HTML Editor
EasyDocs Admin: Create Quote Template by Uploading a File
EasyDocs Admin: Update Quote Template After Uploading a File
Getting Started: What is EasyDocs?
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
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 23 articles
Rolodex
Welcome to Wingmate Rolodex
Rolodex Tutorial: 1/2 How to Find & Add Companies to Your Pipeline
Rolodex Tutorial 2/2: Find Contacts for your Prospects
Rolodex: Viewing Usage History
Territories
Territories: Assigning a Territory in Wingmate
Territories: Adding a Territory in Wingmate
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FlyFill, Mobile App, Email Integration