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New to Weflow
Welcome to Weflow
Introductions
Technical Overview
Using Weflow
Admin Console
Activity Capture
Pipeline Management
Weflow Engagement ScoreCustomize your Kanban boardsUse custom filters to combine AND & OR using conditional groupsSee more fields with a detailed view in the PanelUse calculations in your pipeline viewsImporting existing views from SalesforceAdjusting row height and cell widthSetting up and configuring Warning SignalsThe difference between Kanban and Table viewsWarning SignalsSet up custom views for your workflowsUsing imported views from Salesforce
Pipeline Analytics
Sales Forecasting
Chrome Extension
Outlook Add-In
Notepad for Sales
Task Management
Common Use Cases
Compliance & Security

See more fields with a detailed view in the Panel

Are you scrolling through your pipeline and quickly want to access more detailed information about one specific record? It's panel time!

Have you ever found yourself looking for more information about one specific record in your pipeline views?

How to access additional information quickly via the panel

Hover over the name of a record and either click on the name itself or the panel icon

As soon as you open the panel, Weflow will show you your default field set template for this record type, or you can create your own custom versions for it.

Pro tip: You can share your field set templates with other users on the same Salesforce account. To do that, set the toggle to "Share with others" while creating a new template or editing an existing one.

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