Support Team

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Activity overview

Latest activity by Support Team
  • Support Team created an article,

    Two Factors Authentication (2FA)

    For security matters, we recommend you to use our native 2FA feature offered by Webmecanik. Enable Two Factors Authentication feature Note: this action is only possible for Webmecanik Portail admi...

  • Support Team created an article,

    Manage user rights

    You must have invited your collaborator first. From Webmecanik Portal, you have several options: From the Webmecanik software settings page From the user profile From the software settings page ...

  • Support Team created an article,

    Assign a role to a user

    Note: this action is only accessible to Webmecanik Portal administrators. Webmecanik uses a SSO authentication for all its applications. In consequence, with a single user access, you can browse ...

  • Support Team created an article,

    Request Webmecanik assistance and support

    Webmecanik Pipeline is a 100% SaaS where you can configure all the features by your own from the software user interface. To help you the best, you can browse our user documentation finding an answ...

  • Support Team created an article,

    Edit default opportunities pipeline

    Soon in Webmecanik Pipeline Manage and view several opportunities pipelines. View opportunities in time with a new monthly table. Note: this action is possible only for Webmecanik Pipeline adm...

  • Support Team created an article,

    Create, edit or delete activites

    Soon in Webmecanik Pipeline Create custom activities type. Save automatically a copy of your emails sent from mailbox into activities feed. Synchronise your scheduled activities from Webmecanik P...

  • Support Team created an article,

    View activities

    When you browse you contact or opportunity pages, you can visualise all the history of activities related to it. This will help you to understand the whole lead contexte in one look. There is a sli...

  • Support Team created an article,

    Create an opportunity

    Opportunities help you to develop and follow your business activities. You can display them under the opportunities pipeline. Opportunities creation Opportunities can be created from different sour...

  • Support Team created an article,

    Edit opportunities statuses

    Note: this action is available only for Webmecanik Pipeline administrators. Your Webmecanik Pipeline is created with a default opportunities Pipeline, simple and representing most of the sales p...

  • Support Team created an article,

    Manage, view and attribute contacts

    It might be possible that in your company, all users don't need to access to all contacts. This is why you can: Assign a user as contact owner. Create roles offering different permissions about cr...