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)
Setting up total sales target for the team and assigning individual sales commission by following these steps: 1. Entering sub-menu SALES TARGET SETTING Go to top right corner of the screen, click on ‘Sales Target Setting’ 2. Enter to ‘SALES TARGET SETTING’ page Fill in the target number for the total sales of your team…
หลังจากที่คุณ Connect Wisible Linebot เรียบร้อย คุณจะพบกับเมนู 6 เมนู ที่สามารถทำงานผ่าน Wisible Line assistant ได้มาเริ่มที่ลำดับแรก เมนูซ้ายสุดแถวบน สร้างดีลใหม่ (Add Deal) คุณสามารถสร้างดีลแบบเร่งด่วนผ่านเมนูดังกล่าวได้เพียงเเค่ตอบคำถามต่อไปนี้ให้ครบ คำถามที่สอง Deal is a company or a person กดเลือกว่าลูกค้าของคุณในดีลนี้เป็น บริษัท หรือบุคคลธรรมดา คำถามที่สาม Please enter the company name/ the person name พิมพ์ชื่อบริษัทหรือบุคคลที่เป็นลูกค้าในดีลนี้ของคุณ คำถามที่สี่ Please enter the deal value (number only) กรอกเฉพาะตัวเลขมูลค่าคาดคะเนของดีลนี้ลงไป หรือจะเลือกจากที่เราแนะนำก็ได้เช่นกัน คำถามที่ห้าเฉพาะ user ที่มีสิทธิ์เข้าถึง Pipeline มากกว่า 1…
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 anyone who is using email with Microsoft, you can connect to Wisible with Microsoft account as well which have 3 main steps as follows: 1. 2-Step Verification To increase safety level and protect from any surveillance that might try to use your email, you can turn on 2-step verification by following these steps; 2….
To set up for Quotation Management Feature which is a special extra extension for working together with Master Product Feature so that your team can create a simple quotation by themselves by following these steps (For those who are using with Admin and Super Admin level only that will be allowed to set up this…
The difference of 3 Wisible user levels 1.Super Admin (Recommended for the management level who needs to see the overview of the company) 2.Admin (Recommended for the leader level in each sale team, to manage specific information of their own team.) 3.User (Recommended for sales representative level so that they can focus particularly on their…
We use cookies to improve performance and enhance the user experience on your website. You can learn more about this in our Privacy Policy, and you can manage your own privacy settings by clicking on "Setting".
The type of cookie is necessary for the website to function properly, allowing you to use it normally and access the website. You cannot disable this cookie in our website system.