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Help Center
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Getting started
What is Weflow?
Get started in 5 minutes
Successfully implement MEDDIC (or any other sales process) with Weflow
Quick-Start: Forecasting
Quick-Start: Pipeline
Quick-Start: Filters & Views
Quick-Start: Notes
Quick-Start: Tasks
How to sign up for Weflow?
How do I delete my account?
Admin Console
General introduction to the admin console
How to invite new members?
How can I manage existing members?
What are 'Profiles' in Weflow?
What are 'Templates' good for?
Tutorials
Bulk-update the account owner
Create notes from your Google Calendar
Win together as a team
Create and assign tasks during a pipeline review
Let Weflow calculate your deal KPIs and metrics
See all Opportunities with no next steps
Keep track of high-value deals
Push new fields and sales methodologies to your Weflow users
Improve ramp time for new hires
Share pipeline views with your colleagues and team
Auto-sync your notes to Salesforce from Weflow
Pipeline Management
General
See more fields with a detailed view in the Panel
Use calculations in your pipeline views
Fields
Weflow Engagement Score
Views
Customize your Kanban boards
Importing existing views from Salesforce
Adjusting row height and cell width
The difference between Kanban and Table views
Set up custom views for your workflows
Using imported views from Salesforce
Filters
Use custom filters to combine AND & OR using conditional groups
Forecasting
General
Introduction to Forecasting in Weflow
Difference between Weflow & Salesforce
Configuring forecasting in Weflow
Collaborative Forecasting
Overview: Collaborative Forecasting
Submissions & Roll-Up
Setting up Forecast Submissions
Step-by-Step: Submitting a Forecast Call
Who can submit forecast calls?
The Roll-Up explained
Waterfall
Waterfall Overview
Making sure that 'Waterfall' works
Terminology
Time ranges and historical data
My data looks wrong. What do I do?
Pacing
Pacing Overview
Making sure that 'Pacing' works
What to do, if there is no data in the Pacing chart?
My data looks wrong. What do I do?
Activity Capture
Setup
Connect your Google Workspace to Weflow
Connect Microsoft 365 / Outlook to Weflow
Important information if you are using Einstein Activity Capture
The right settings for your email logging
How it works?
Why we built an Email Sync to Salesforce
The rules and logic behind Weflow's email sync
Is there a limit to how many emails Salesforce can store?
Salesforce Editions, Salesforce Classic & Salesforce Lightning
Troubleshooting for Email logging
Syncing historic emails
Why were my emails not synced to Salesforce?
Can you sync emails to custom objects or custom fields?
Approving Weflow for the Google Admin Console
Troubleshooting for Meeting logging
How are meetings logged and synced to Salesforce?
Chrome Extension
General
How to change the Weflow keyboard shortcut on Chrome
How to access Salesforce from anywhere
The Weflow "new tab" experience explained
Install/Uninstall
Installing the Chrome Extension
Updating the Chrome Extension
Uninstalling the Chrome Extension
Integrations
Create notes from your Google Calendar
Create Notes, Tasks and use the Panel from within Salesforce
Create new Contacts or Leads on LinkedIn with the Chrome Extension
Notepad for Sales
General
How to create notes in Weflow
Templates
Creating and using note templates
Task Management
Weflow's task manager for sales people explained in 90 seconds
Log tasks in Salesforce while taking notes
FAQ
What Salesforce Editions are supported?
How do API calls work with Weflow?
How does Weflow sync data to Salesforce?
I signed up for Weflow, but cannot access any Salesforce data
Quick-Start: Forecasting
To set up Forecasting with Weflow, please check out
this part of our documentation
.
