Getting started
Admin Console
Tutorials
Bulk-update the account ownerCreate notes from your Google CalendarWin together as a teamCreate and assign tasks during a pipeline reviewLet Weflow calculate your deal KPIs and metricsSee all Opportunities with no next stepsKeep track of high-value dealsPush new fields and sales methodologies to your Weflow usersImprove ramp time for new hiresShare pipeline views with your colleagues and teamAuto-sync your notes to Salesforce from Weflow
Pipeline Management
Fields
Views
Forecasting
General
Collaborative Forecasting
Submissions & Roll-Up
Waterfall
Activity Capture
Setup
How it works?
Troubleshooting for Email logging
Troubleshooting for Meeting logging
Chrome Extension
General
Install/Uninstall
Notepad for Sales
Templates
Task Management
How to invite new members?
How can I invite new members to Weflow?
- Go to the admin console at https://app.getweflow.app/admin-console/members
- By default, the 'Members' tab will be selected
- Click on the 'Invite new members' button in the top right
- Select the new members from your Salesforce directory
- Assign a profile and permission
Step 1:
Step 2:
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