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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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FlyFill, Mobile App, Email Integration