3. The dialog will pop-up, click ‘Export’. You will receive the file as ‘deal.csv’ which are the entire data on the pipeline page. If there are many pipelines, you have to separately download in each pipeline.
Normally, for excel format, if it is a CSV file. The UTF-8 will not be set us, therefore, Thai version will not be able to read by the format (This example is MS Excel Version 16.x 2019 which some version might be some differences in menu positions)
The first step for everyone who would like to use Wisible, it is really simple, just follow all these steps: 1. Login to Wisible Website Once you enter into the first page of Wisible website, find ‘+Add Deal’ button on the top left corner under your company name. 2. Starting with Creating New Deal into…
For anyone who is using email with Microsoft, you can connect to Wisible with Microsoft account as well which have 3 main steps as follows: 1. 2-Step Verification To increase safety level and protect from any surveillance that might try to use your email, you can turn on 2-step verification by following these steps; 2….
To set up for Quotation Management Feature which is a special extra extension for working together with Master Product Feature so that your team can create a simple quotation by themselves by following these steps (For those who are using with Admin and Super Admin level only that will be allowed to set up this…
One of the questions that users like to ask is can the name in each sales stage on the Pipeline page be edited? Of course, in each business, there are different steps, and have different names in each step. Therefore, indeed, you are able to edit the name by following these steps: 1. Enter sub-menu…
Connecting your Wisible account to Wisible Line Bot for more convenience, even if you have only a mobile phone at the moment, you will still be able to use Wisible smoothly. 1. Entering sub-menu ‘Connect Wisible Linebot’ Go to 9 dots menu on the top right corner on Wisible page, then choose ‘Connect Wisible Linebot’…
After you have already connected to Wisible LInebot, you will be able to see 6 menus that you can use via Wisible Line Assistant. Let’s start with the first one, the left item on the first row; Creating New Deal (Add Deal). You can create new deals urgently through this menu by answering all the…
