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…
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…
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’…
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…
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…
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…
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