Support
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.
WINGMATE CONCIERGE SERVICE
PIPELINE MANAGER (PM) SERVICE
MOBILE APP
- How to use the Map View on the App
- How to Leave Updates/Notes on a Lead on the Mobile App
- How to Record and Add a Voice Note to a Lead on the Mobile App
- How to Assign a Lead on the Mobile App (Managers)
- Setting A Reminder on the Mobile App
- Viewing Reminders On The Mobile App
WEB DASHBOARD / SIMPLE CRM
- Wingmate for Gmail: Getting Started
- Wingmate for Outlook: Logging into the Task Pane
- Wingmate for Outlook: Installing the Add-in
- How to set up and navigate your program through the Admin Console (Managers/Admin only)
- How to Add a Lead from the Map View in the Dashboard/CRM
- How to Export Lead Information to a PDF