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CRM/Pipeline Management Platform
CRM/Pipeline Management Platform
Master the desktop version of Wingmate.
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
Different Views Of The CRM
Export To A CSV File
Health Line on Leads: What Do They Mean?
How Do I Generate A Payout Report (Manage Rewards)?
How Do I Reset My Password via the CRM?
How to Add a Lead via the CRM
How To Change Your Password via the CRM
How To Delete A Lead & Recover It
How To Export Lead Information To A PDF
How To Link A Lead
How to Move A Lead via the CRM
How To Rate A Lead
How To Set A Reminder And View All Reminders
How to Switch Between Pipelines/Campaigns
How To Update Custom Fields
How To Update Leads On The CRM
How To Use The Map View
How To View Your Campaign/Pipeline Activity
Logging Your Activity On A Lead
Managers With Admin Access: How To Customize Your Wingmate Custom Fields Tutorial
Managers with Admin Access: How To Set Up The "What Is A Good Lead?" Program
Managers: How To Assign a Lead(s) via the Desktop
Overview of the CRM
Run a Search Using Filters in the CRM and Export to a CSV File
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FlyFill, Mobile App, Email Integration