WEB DASHBOARD
Master the computer / web browser version of Wingmate.
- Adding an After Sales / Service or Hand-off Pipeline
- Admin/Manager - Training Videos On How To Set Up/Customize Your Program Through The Dashboard/CRM
- Analytics & What They Mean
- Archiving a Lead
- Assigning a Lead (Managers)
- Attaching Documents to a Lead/Intel in the CRM
- Bonus Payouts To Your Lead Generators
- Change & Edit Your Profile Settings
- Changing The Status Of A Lead
- Different Types of User Accounts
- Different Views Of The Dashboard/CRM
- EasyDocs: Adding a Purchasable Item in the Admin Console (Manager/Admin)
- EasyDocs: Document Generation
- Edit Communication Settings
- Export to a CSV File
- How Do I Drop or Reject a Lead?
- How Do I Generate A Payout Report (Manage Rewards)?
- How to Add a Lead from the Dashboard
- How To Add A Lead From The Map View In The Dashboard/CRM
- How To Change Your Password
- How to customize fields in the Dashboard/CRM video
- How To Customize Your Wingmate Custom Fields
- How To Delete A Lead
- How To Export Lead Information To A PDF
- How To Rate A Lead
- How To Set A Reminder And View All Reminders
- How to set up a "What is a good lead?" program on your dashboard/CRM video.
- How to set up and navigate your program through the Admin Console (Managers/Admin only)
- How To Set Up The "What Is A Good Lead?" Program
- How to Switch Between Pipelines/Campaigns