Weflow

Control what the Insights tab shows in the Weflow sidebar and Chrome Extension for opportunities: key fields, contact roles, and amount and close date fields.

Configuring the Insights Tab in the Sidebar

Create custom warning signals from any Opportunity field, assign them to teams, and duplicate, rename, disable or delete them in the Admin Console.

How to Configure Warning Signals

Turn Salesforce Products on or off in Weflow from the Admin Console. The setting changes only what Weflow displays, never your Salesforce configuration.

Enabling or Disabling Opportunity Products

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.

Weflow Templates in the Admin Console

Edit a template in the Admin Console to add or remove fields, and every user assigned to it receives the change automatically. No required fields needed.

How to Update Pipeline View Templates for All Users

The AI Playbooks scores every deal against your methodology by reading emails, transcripts and CRM fields. How to set one up, improve scores and re-run it.

Pipeline Intelligence AI Playbooks Overview

Set up templates, warning signals and the insights sidebar.

Configuring Deal Intelligence & Pipeline

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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