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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.

PIPELINE MANAGER (PM) SERVICE

  • Give your PM the ability to chase ALL Leads
  • PM Service Guide - Expectations and Process

MOBILE APP

  • Mobile App Training Video and Overview for Sales.
  • Mobile App / Frontline Training Video & Overview
  • Getting Started with the Mobile App
  • How do I download the mobile app?
  • How does the mobile app work?
  • How do I find out about what my management wants me to look out for?
See all 17 articles

WEB DASHBOARD / SIMPLE 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
  • Training Videos and Overview of the Dashboard/Simple CRM and Mobile App for Managers and Sales
See all 39 articles