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)
A lot of times you would like to take a short note about the deal immediately right after the meeting or when you have any ideas, if you take notes on papers, sometimes, you forgot to retype the note. Indeed, we understand this particular demand. Moreover, apart from, you are able to create new deal…
Apart from creating new deals, adding notes through Wisible Line Assistant, you are able to assign task to remind yourself as well. By just clicking on the menu ‘Adding New Task (Add Task)’ on the bottom left corner. Choose a deal that you would like to add from the displaying list. You can click on…
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…
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….
For maximum efficiency in collaboration via Wisible, you can invite your team to simply use Wisible with these simple steps: Starting with, going to the deal page that you would like to create the sales quotation. You can find it at the menu tab, under the deal’s name, choose ‘Quotation’. Once you click on the…
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’…
A lot of times you would like to take a short note about the deal immediately right after the meeting or when you have any ideas, if you take notes on papers, sometimes, you forgot to retype the note. Indeed, we understand this particular demand. Moreover, apart from, you are able to create new deal…
Apart from creating new deals, adding notes through Wisible Line Assistant, you are able to assign task to remind yourself as well. By just clicking on the menu ‘Adding New Task (Add Task)’ on the bottom left corner. Choose a deal that you would like to add from the displaying list. You can click on…
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…
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….
For maximum efficiency in collaboration via Wisible, you can invite your team to simply use Wisible with these simple steps: Starting with, going to the deal page that you would like to create the sales quotation. You can find it at the menu tab, under the deal’s name, choose ‘Quotation’. Once you click on the…
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’…
A lot of times you would like to take a short note about the deal immediately right after the meeting or when you have any ideas, if you take notes on papers, sometimes, you forgot to retype the note. Indeed, we understand this particular demand. Moreover, apart from, you are able to create new deal…
Apart from creating new deals, adding notes through Wisible Line Assistant, you are able to assign task to remind yourself as well. By just clicking on the menu ‘Adding New Task (Add Task)’ on the bottom left corner. Choose a deal that you would like to add from the displaying list. You can click on…
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…
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….
For maximum efficiency in collaboration via Wisible, you can invite your team to simply use Wisible with these simple steps: Starting with, going to the deal page that you would like to create the sales quotation. You can find it at the menu tab, under the deal’s name, choose ‘Quotation’. Once you click on the…
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’…
