Create and assign tasks during a pipeline review

Pipeline reviews are a necessary component of every well-oiled sales machine. But sometimes, they can become a bit of a time-consuming beast that feels more like a distraction than a helpful addition and help.

Weflow helps you run efficient pipeline reviews with ease.

Watch this 1-minute-video:

Step-by-step guide

1. Set up a pipeline view for reviews

• Create a new table view, e.g. for Opportunities
• Group the view of the owner
• Add the fields you care about, e.g., stage, amount, forecast category

2. Add tasks via quick actions

• Hover over the name of a record in the list
• Click on "Add task" in the quick action menu
• Add the task, incl. a due date and a short description

3. Adjust tasks in the timeline

• Open the panel
• Click on the "Timeline" tab
• Click on the task you just added
• Adjust the assignee