Logo
Support Submit a request Back to Wingmate
  1. Wingmate Support
  2. WEB DASHBOARD / SIMPLE CRM

WEB DASHBOARD / SIMPLE CRM

Follow New articles New articles and comments

The web dashboard is used by salespeople and managers to track leads from the field.

  • 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
  • Attaching Documents to a Lead/Intel in the 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
  • Overview and Training Video of the Web Dashboard / Simple CRM for Mangers and Sales
  • How to view your Campaign/Pipeline Activity
  • Admin/Manager - Training videos on how to set up/customize your program through the dashboard/CRM.
  • Overview of the CRM/Dashboard
  • Different views of the Dashboard/CRM
  • How to set up a "What is a good lead?" program on your dashboard/CRM video.
  • Multiple pipelines/Campaigns video
  • Training video on how to Customize Sale Cycle Stages
  • How to customize fields in the Dashboard/CRM video
  • How to Switch Between Pipelines/Campaigns
  • Setting up your rewards program video
  • Analytics and what they mean
  • Attaching documents to a lead/intel in the CRM
  • Different Types of User Accounts
  • How to Update Custom Fields
  • How to Update Leads
  • How to Use the Map View
  • How to Rate a Lead
  • How to Add a Lead from the Dashboard
  • 1
  • 2
  • ›
  • »