Insights

Overview

• The insights section in the admin console let's you control what information will be surfed in the insights tab of the sidebar in Weflow.
• These settings will also impact the insight section in the Chrome Extension.

Opening the Insights Tab

• To open the insights tab, click on a record name or search via a record via the web app or Chrome Extension.
• The first tab in the sidebar is the 'Insights' tab.
• Please note: the insights tab is only available for Opportunities at the moment.

Key Fields

• You can enable/disable this section.
• Via the add/hide fields button, you can surface or hide additional fields in this section of the insights tab.

Contact Roles

• You can enable/disable this section.
• Contact roles will automatically surface in this section of the insights tab.
• From here, you can edit, remove or re-assign contact roles.
• Weflow will automatically surface contacts with whom you had contact but who have not been added to your Salesforce CRM yet.

Insights

• These insights are surfaced at the top of the insights tab.
• Via the admin console, you can configure a custom amount or close date field.
• You can use any currency, number or date field.