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…
A lot of times you would like to take a short note about the deal immediately right after the meeting or when you have any ideas, if you take notes on papers, sometimes, you forgot to retype the note. Indeed, we understand this particular demand. Moreover, apart from, you are able to create new deal…
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’…
For maximum efficiency in collaboration via Wisible, you can invite your team to simply use Wisible with these simple steps: Starting with, going to the deal page that you would like to create the sales quotation. You can find it at the menu tab, under the deal’s name, choose ‘Quotation’. Once you click on the…
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…
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