Webmecanik Pipeline

Getting started using Webmecanik Pipeline

• Upgrade your Webmecanik Pipeline plan!
• Create and configure data fields in Webmecanik Pipeline
• Request Webmecanik assistance and support

Contacts

• How do I bulk edit or delete my contacts and companies?
• 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
• Export opportunities
• Define fields displayed on opportunities creation

Pipeline of opportunities

• How to activate/deactivate a status to show/hide it in the Opportunity Pipeline?
• Edit default opportunities pipeline
• How do I edit the status of opportunities?

Activities

• How to manage and monitor your business activities?
• Customise activity types
• 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

• Synchronize your Google or Microsoft Calendar with your Webmecanik Pipeline account
• Webmecanik Pipeline API usage