Help Center
Go back to application
Help Center
Go back to application
Getting started
Admin Console
Tutorials
Bulk-update the account ownerCreate notes from your Google CalendarWin together as a teamCreate and assign tasks during a pipeline reviewLet Weflow calculate your deal KPIs and metricsSee all Opportunities with no next stepsKeep track of high-value dealsPush new fields and sales methodologies to your Weflow usersImprove ramp time for new hiresShare pipeline views with your colleagues and teamAuto-sync your notes to Salesforce from Weflow
Pipeline Management
Forecasting
Activity Capture
Setup
How it works?
Troubleshooting for Email logging
Troubleshooting for Meeting logging
Chrome Extension
Notepad for Sales
Task Management
FAQ

Share pipeline views with your colleagues and team

Sharing is caring. So, whenever you create another insightful and handy pipeline view in Weflow, why not share it with your colleagues and team? We are certain that they would be grateful.

Luckily, sharing pipeline views is easy with Weflow.

1-minute video tutorial

Step-by-step guide

  1. Find the "Share view" button
  2. Open the share menu 
  3. Copy the link
  4. Share it via Teams, Slack, or email with your colleagues

If you are an admin, you can also create view templates and automatically share these with all users in your account. In this case, you don't need to manually share the pipeline view with individual users.

 

 

Was this article helpful?

Powered by Product Fruits