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 Workflow Templates to create consistent and focused experiences for your Weflow users.

Templates

Set up templates, warning signals and the insights sidebar.

Configuring Deal Intelligence & Pipeline

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