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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.

WINGMATE CONCIERGE SERVICE

  • Wingmate Concierge Service

PIPELINE MANAGER (PM) SERVICE

  • Track your Pipeline Manager's Activity
  • Give your PM the ability to chase ALL Leads
  • PM Service Guide - Process and Expectations

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
See all 22 articles

WEB DASHBOARD / SIMPLE CRM

  • How to Add a Lead from the Map View in the Dashboard/CRM
  • How to Export Lead Information to a PDF
  • 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
See all 43 articles