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)
Welcome all new users and thank you for interesting in Wisible Firstly, for those who would like to start using Wisible, simply follows the process below 1. Go to the WISIBLE website Go to our website, wisible.com and then, press on the ‘Sign Up’ button with Google (or LINE or email) Tips: Choose only 1 representative to…
If entering ‘Deal Detail’ page, on the left hand side of the page, you will be able to see the ‘File Sharing’ menu for uploading important files related to that deal. Of course, we would like you to use the software and also to be able to keep your important files and not to lose…
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…
In the Sales procedure, sales quotation is another important step that needs fast action in order to close the deal and to create revenue for the company. Wisible LIne Assistant can assist the sales team to approve the quotation quickly and conveniently. When the quotation is made and the approval request has been sent to…
The difference of 3 Wisible user levels 1.Super Admin (Recommended for the management level who needs to see the overview of the company) 2.Admin (Recommended for the leader level in each sale team, to manage specific information of their own team.) 3.User (Recommended for sales representative level so that they can focus particularly on their…
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…