Introduction: Admin Console

Weflow's admin console is the powerful backend for admins, operators, and managers to control and configure the user experience for all Weflow users.

Top Uses Cases

• Manage members, set up profiles, and assign permissions, which are a central place for provisioning and access controls.
• Configure wWarning Signals, Insights, and Templates used in Weflow's Pipeline Management.
• Configure Activity Capture to track and log email and meeting activities.
• Configure Forecast setups to create robust analyses, projections, and bottom-up forecasting motions, incl. email reminders.
• Configure quotas and revenue targets for your Weflow users that will be used across the application to calculate pipeline coverage and gap to target.
• Enable or disable the use of custom objects for notes, products, and 

Overview of Admin Console

• Only admins can access the admin console. To add admin privileges to an existing Weflow user, go to 'Members' and change the permission to 'Admin'.
• The admin console is independent of the key components of Weflow, as its settings affect various features across product and license tiers:

General Settings

• Members
• Profiles
• Insights

Pipeline Management

• Warning Signals
• Templates
• Notes
• Products

Forecasting + Pipeline Analytics

• Forecasting
• Quotas
• System Overview

Activity Capture

• Activity Capture
• System Overview