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  1. Wingmate Support
  2. CRM/Pipeline Management Platform

CRM/Pipeline Management Platform

Master the desktop version of Wingmate.
  • How to See and Clear Your Notifications
  • How To Set A Reminder And View All Reminders
  • How to Switch Between Pipelines/Campaigns
  • How To Update Leads On The CRM
  • How To Use The Map View
  • How To View Your Campaign/Pipeline Activity
  • Leads: How to Add Images to a Lead
  • Leads: How to Delete Images from a Lead
  • Leads: How to Re-Arrange Images on a Lead
  • 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
  • Mass Update: How to mass delete Leads
  • Mission Control: Building a Dashboard
  • Mission Control: Building a Visual
  • Mission Control: Connecting to S3 Storage
  • Mission Control: Create a Data Source
  • Overview of the CRM
  • Reminders: How to Complete or Cancel a Reminder
  • Reminders: How to Push Back a Reminder
  • Run a Search Using Filters in the CRM and Export to a CSV File
  • Score Card: How to add or delete targets for a User
  • Score Card: How to Enable Score Card and Set Your First Targets
  • Score Card: How to see your Score Card
  • Score Card: How to view all Users' Score Cards
  • Score Card: Settings the Score Card Cadence and Save Date
  • Segments: Creating a Segment in Wingmate
  • Segments: Deleting a Segment in Wingmate
  • Segments: Sharing a Segment in Wingmate
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