3. The dialog will pop-up, click ‘Export’. You will receive the file as ‘deal.csv’ which are the entire data on the pipeline page. If there are many pipelines, you have to separately download in each pipeline.
Normally, for excel format, if it is a CSV file. The UTF-8 will not be set us, therefore, Thai version will not be able to read by the format (This example is MS Excel Version 16.x 2019 which some version might be some differences in menu positions)
In the Sales procedure, sales quotation is another important step that needs fast action in order to close the deal and to create revenue for the company. Wisible LIne Assistant can assist the sales team to approve the quotation quickly and conveniently. When the quotation is made and the approval request has been sent to…
The first step for everyone who would like to use Wisible, it is really simple, just follow all these steps: 1. Login to Wisible Website Once you enter into the first page of Wisible website, find ‘+Add Deal’ button on the top left corner under your company name. 2. Starting with Creating New Deal into…
Apart from creating new deals, adding notes through Wisible Line Assistant, you are able to assign task to remind yourself as well. By just clicking on the menu ‘Adding New Task (Add Task)’ on the bottom left corner. Choose a deal that you would like to add from the displaying list. You can click on…
For maximum efficiency in using Wisible with the team, you can simply invite your team to use Wisible within a few steps. 1. Enter to sub-menu ‘Invite Team’ Go to 9 dots menu on the top right corner on Wisible page, then choose ‘Invite Team’ 2. Enter ‘Invite Team’ Page After clicking the ‘Invite Team’…
