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)
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’…
For those who are using email with Google, both Gmail and G-Suite, you can connect Wisible with Google Mail, by follow these simple steps: In case of using G-suite, contact G-suite Administrator to turn on 2-Steps Verification and Less Secure Apps (To allow the usage of IMAP) before usage. 1. Turn on IMAP Because Wisible…
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…
Fiveloop Company Limited 129 Rama 9 Huai Kwang, Bangkok 10310 Google map Tel: 02-821-5108 Operation date and time : Mon – Fri 10.00 am – 8.00 pm Live chat: Green circle icon on the bottom right corner of the website as well as on Wisible App.
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 maximum efficiency in using Wisible with the team, you can simply invite your team to use Wisible within a few steps. 1. Enter to sub-menu ‘Invite Team’ Go to 9 dots menu on the top right corner on Wisible page, then choose ‘Invite Team’ 2. Enter ‘Invite Team’ Page After clicking the ‘Invite Team’…