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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.)
Admin Console: How to change the Custom Fields on your Pipeline
Analytics & What They Mean
Analytics: How to Filter Your Dashboard Using a Number Filter
Analytics: How to Filter Your Dashboard Using a Time Filter
Analytics: How to Filter Your Dashboard Using an Attribute Filter
Approvals: How Managers Can See Their Open Approvals
Approvals: How to Accept/Reject an Approval
Approvals: How to disable/delete an Approval Condition
Approvals: How to Set Up an Approval on a Custom Field
Approvals: How to Set Up an Approval on Purchase Pricing
Approvals: How to Turn On/Off Approvals for a Pipeline
Archiving A Lead
Attaching Documents to a Lead via the Desktop
Bonus Payouts To Your Lead Generators
Concierge: How to See your Account Manager
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 Add Users in Wingmate
How To Change Your Password via the CRM
How To Delete A Lead & Recover It
How to Delete/Disable a User Account
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
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