Weflow

Open the panel from any record name in a pipeline view to see a full field set, create your own field set templates, and share them with other users.

Pipeline view Side Panel Overview

A machine-learning score that rates each opportunity's likelihood to close, based on field updates and activity. What influences it and how to add it to views.

The Weflow Deal Health Score Overview

Add single conditions with AND or OR operators, group them into condition groups for advanced filtering, and save the filters with your pipeline view.

How to Combine AND and OR Conditions in Custom Filters

Pick the view and record type, show up to eight fields per card, hide columns, filter records, change the grouping and switch the currency calculation.

How to Customize Kanban Boards in Pipeline Views

Show SUM, MAX, MIN or AVERAGE at the bottom of any currency column, including custom fields like margin, and narrow the result with quick or custom filters.

How to Use Calculations in Pipeline Views

Weflow automatically imports your Salesforce views, letting you access, duplicate, edit, and customize them directly in your pipeline.

Importing existing views from Salesforce

Drag a column edge to resize it, switch between Compact and Comfortable row height, and drag columns to reorder them in a table view.

How to Adjust Row Height and Column Width in Pipeline Views

Weflow lets you configure custom warning signals and assign them to different user profiles.

Setting up and configuring Warning Signals

When to use each view in Weflow: kanban for drag-and-drop overviews grouped by stage or owner, table for inline editing with unlimited columns.

Pipeline Views: Kanban vs Table

Weflow admins can configure custom warning signals in the admin console to make it easier to managers and reps to identify deals at risk.

Warning Signals

Choose a record type, start from an existing view or from scratch, apply filters, pick columns, set widths and row height, name the view and pin it.

How to Set Up Custom Pipeline Views

Weflow imports your saved Salesforce views automatically and refreshes them, but changes do not sync back. When to use them and how to build your own instead.

Using Views Imported From Salesforce

Weflow lets you quickly add team members via the admin console or share the sign-up link with them.

Win together as a team

Edit Salesforce records inline or in bulk in a spreadsheet-like view, build table and kanban views with filters, and surface warning signals for deal reviews.

Introduction to Pipeline Management

Waterfall and pacing charts, 50+ deal signals, deal health scores, performance benchmarks and field change indicators, all built on opportunity snapshots.

Introduction to Pipeline Analytics

Turn MEDDIC or any sales methodology into Salesforce picklist fields, then use Weflow templates to guide reps through qualification. A step-by-step guide.

How to Implement MEDDIC in Salesforce With Weflow

Copy a share link from any pipeline view and send it to colleagues, or, as an admin, create view templates that reach every user automatically.

How to Share Pipeline Views With Your Team

Build a table view with the fields you care about, group by owner or stage, and apply a custom filter for empty Next Steps. Works for any field or methodology.

How to Find Opportunities With No Next Steps

Weflow calculates deal health metrics such as email reply rate, time in stage and close date overdue. Add them as fields to any pipeline view in a few clicks.

Add Weflow's Deal KPIs to Your Pipeline Views

Create a pipeline view filtered to open opportunities above an amount and owned by whoever you choose, with quick filters to switch owners. One-minute video.

How to Track High-Value Deals in a Pipeline View

With the Chrome Extension, a Salesforce record page gets Open in Weflow, add task and create note buttons, so you can update records without leaving Salesforce.

Open Salesforce Records in Weflow From the Detail Page

Set up a review view grouped by owner, add tasks from the quick action menu on any record, and adjust the assignee in the timeline. One-minute video included.

How to Create and Assign Tasks During a Pipeline Review

Reassign accounts, opportunities, contacts, leads or custom objects in seconds: filter a pipeline view, select the records, and set the new owner in bulk.

How to Bulk-Update the Owner of Records

Tick auto-sync to push every note change to Salesforce as you write, or sync manually when the note is ready. What unsynced, unlinked and synced mean.

Auto-Sync or Manually Sync Notes to Salesforce

Pipeline views, boards, filters and deal signals.

Using Deal Intelligence & Pipeline

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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