How to Configure Warning Signals

Warning signals can be surfaced in pipeline views, the sidebar and in Weflow's pipeline analytics and sales forecasting sections.

Warning signals are fully customizable. You can create as many warning signals as needed.

To enable a warning signal, it needs to be assigned to a user team first.

If you don't want to use Warning Signals, you can disable them entirely.

In addition, you can enable/disable specific Warning Signals separately.

To configure a Warning Signal, click on the +Add warning button in the top right corner.

This will trigger a new page, where you can define a name (visible for end-users) and a description (only visible in the admin console) for the signal.

Then, you can define conditions. You can use any type of field on the Opportunity object to define a warning signal excluding text fields.

Click the three-dot menu on the right side, to duplicate an existing Warning Signal.

Click the three-dot menu on the right side, to change the name of a Warning Signal.

You can change a name at any point in time.

Please be aware, that the name is a user-facing name. Meaning, that this will be the information displayed to the end-user when a warning is triggered.
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If needed, you can delete a Warning Signal completely.

Please be aware, that deleted signals cannot be retrieved anymore.
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