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)
If entering ‘Deal Detail’ page, on the left hand side of the page, you will be able to see the ‘File Sharing’ menu for uploading important files related to that deal. Of course, we would like you to use the software and also to be able to keep your important files and not to lose…
Connecting your Wisible account to Wisible Line Bot for more convenience, even if you have only a mobile phone at the moment, you will still be able to use Wisible smoothly. 1. Entering sub-menu ‘Connect Wisible Linebot’ Go to 9 dots menu on the top right corner on Wisible page, then choose ‘Connect Wisible Linebot’…
For those who are using email with Google, both Gmail and G-Suite, you can connect Wisible with Google Mail, by follow these simple steps: In case of using G-suite, contact G-suite Administrator to turn on 2-Steps Verification and Less Secure Apps (To allow the usage of IMAP) before usage. 1. Turn on IMAP Because Wisible…
One of the questions that users like to ask is can the name in each sales stage on the Pipeline page be edited? Of course, in each business, there are different steps, and have different names in each step. Therefore, indeed, you are able to edit the name by following these steps: 1. Enter sub-menu…
After you have already connected to Wisible LInebot, you will be able to see 6 menus that you can use via Wisible Line Assistant. Let’s start with the first one, the left item on the first row; Creating New Deal (Add Deal). You can create new deals urgently through this menu by answering all the…
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…
╳
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.
