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Weflow Templates in the Admin Console

Create templates for pipeline views, the sidebar, notes, new records, meetings and products, and assign them to profiles so every user gets the same default.

Overview

In Weflow, you can create templates for different objects and workflows. The following template types are available as of now:

  • Pipeline Views

  • Sidebar

  • Notes

  • New Records

  • Meetings & Activities

  • Products
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The purpose of templates

  • Templates allow you to pre-built specific workflows in Weflow.

  • Once you assign a template to a specific user profile, Weflow automatically serves it to the user and it becomes the new default.
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Creating a new template

  • To create a new template, select the type of template you want to create, e.g., a pipeline template.

  • Then click on +Add new view

  • This opens a new pop-up where you can preview your template creation.
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Assign templates to profiles

  • If you're satisfied with your settings, assign a profile to the template.

  • You can assign multiple profiles to a template.

  • Once the template has been assigned, it replaces the default settings.

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