Learn how to use the Weflow Pipeline to quickly and efficiently update your Salesforce pipeline.
What is the pipeline good for?
Use the Pipeline views to make super-fast updates to different Salesforce objects (Opportunities, Leads, Accounts, Contacts, plus custom objects).
Update any field with one click. Super fast & easy.
Depending on the field, you can input a text, number, custom content or a date.
You can also link different records with each other.
Good to know: Weflow validates all fields for you, meaning if you enter an invalid format or value, Weflow will let you know.
How to get the most out of it?
Make sure to use Views & Filters when using the Pipeline views
Pin your most important views so that they are easily accessible
Try out the different filtering options to create a focused view of your pipeline that will let you work on the deals that matter
What types of pipelines are there?
Weflow features both Kanban and Table views on your pipeline.
You can easily switch back and forth between the two views whenever you like.
Both views have their own purpose.
While the table view is great for quickly making updates, the Kanban view is helpful for understanding where the different deals in your Pipeline currently are.
It's worth trying out the different Pipeline views and getting accustomed to both.
