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…
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…
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…
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…
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…
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…
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