Webmecanik Pipeline

Getting started using Webmecanik Pipeline

• How do I install the Webmecanik Pipeline mobile application?
• Upgrade your Webmecanik Pipeline plan!
• Create and configure data fields in Webmecanik Pipeline
• Request Webmecanik assistance and support

Contacts

• Reorganizing Columns in Contacts, Companies, and Activities List Views
• How to get an AI summary of my contacts and companies?
• How to filter the actions timeline?
• How do I use saved views?
• How do I use email archiving?
• How to use advanced filters on contacts/companies?

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Companies

• Reorganizing Columns in Contacts, Companies, and Activities List Views
• How to get an AI summary of my contacts and companies?
• How to use Network relations for companies?
• Create companies
• Define fields displayed on company creation

Opportunities

• How can I use AI to get a summary of my opportunity?
• Create an opportunity
• Define fields displayed on opportunities creation

Pipeline of opportunities

• How to activate/deactivate a status to show/hide it in the Opportunity Pipeline?
• How to manage and monitor your business activities?
• Edit default opportunities pipeline
• How do I edit the status 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?
• Customise activity types
• Create, edit or delete activites
• View activities

Stats

• How do I customize my statistics in Webmecanik Pipeline?
• How can I use and visualize the sales margin of my opportunities?
• How do I set up my sales objectives?
• How do the opportunity statistics work?

Users & roles

• How do I add a new Pipeline license to my Webmecanik account?
• Create a role with defined permissions
• Create or invite a collaborator
• Assign a role to a user

Integrations & API

• How do I connect Zapier to my Webmecanik Pipeline account?
• How to use email models ?
• Synchronize your Google or Microsoft Calendar with your Webmecanik Pipeline account
• Webmecanik Pipeline API usage