Webmecanik Pipeline

Getting started using Webmecanik Pipeline

• Create and configure data fields in Webmecanik Pipeline
• Request Webmecanik assistance and support

Contacts

• Create contacts
• Import contacts
• Manage, view and attribute contacts
• Export contacts
• Define fields displayed on contact creation

Companies

• Create companies
• Export companies
• Define fields displayed on company creation

Opportunities

• Create an opportunity
• Edit opportunities statuses
• Export opportunities
• Define fields displayed on opportunities creation

Pipeline of opportunities

• Edit default opportunities pipeline

Activities

• Create, edit or delete activites
• View activities

Users & roles

• Create a role with defined permissions
• Create or invite a collaborator
• Assign a role to a user

Integrations & API

• Webmecanik Pipeline API usage