The month of November was packed with new features, including the possibility to synchronize your calendars (Google, Outlook, Exchange and 365) AND your marketing automation tool with your favorite CRM. To round off the year, discover the latest Webmecanik Pipeline updates available to all users! Monthly view of your opportunities, intelligent closing rate calculation and management of won or lost opportunities, discover how we make your life easier ✌️.
New features
Monthly view of the opportunity pipeline
The view of your opportunity pipeline is evolving! Now visualize your opportunities month by month and track your sales forecasts. Filter your view by sales reps to see exactly where your team stands.
Smart closing rate
Estimate your monthly sales. Set the closing rates of your statuses to automatically calculate the forecast amount of your sales pipeline.
Also discover the smart closing rate ?. Webmecanik Pipeline automatically generates the closing rate for the month based on your company’s performance and the sales rep assigned to the opportunity.
Won or lost opportunities
The new won or lost statuses are now appearing in your opportunities ?. In one click, quickly indicate the outcome of your opportunity.
Warning! Once your opportunity is completed, whether positively or negatively, only administrators can reopen or modify it.
Set and indicate the reasons for losing your opportunity. Choosing the reasons for failure is also part of your future success!
Improvements and bug fixes
- Addition of a link to the company record from an opportunity view
- Ability to modify the contact linked to an opportunity
- Addition of a direct link from Webmecanik Pipeline to user management on my.webmecanik.com
- Ability to configure calendar synchronization for “user” roles
