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Webmecanik
Webmecanik Pipeline
Webmecanik Pipeline
Documentation, Tutorials & FAQ about our sales pipeline CRM software, 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