Getting started using Webmecanik Pipeline
Contacts
- How to get an AI summary of my contacts and companies?
- How to filter the actions timeline?
- Reorganizing Columns in Contacts, Companies, and Activities List Views
- How do I use saved views?
- How do I use email archiving?
- How to use advanced filters on contacts/companies?
Companies
Opportunities
Pipeline of opportunities
Activities
- Reorganizing Columns in Contacts, Companies, and Activities List Views
- How do I use activity email notifications?
- How do I add an attachment in Webmecanik Pipeline?
- How to manage and monitor your business activities?
- Customise activity types
- Create, edit or delete activites