Quick-Start: Pipeline
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.