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…
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…
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…
