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  1. Webmecanik
  2. 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

  • 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

  • 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 Outlook Calendar with your Webmecanik Pipeline account
  • Webmecanik Pipeline API usage
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