Templates

Overview

In Weflow, you can create templates for different objects and workflows. The following template types are available as of now:

• Pipeline Views
• Sidebar
• Notes
• New Records
• Meetings & Activities
• Products
   

The purpose of templates

• Templates allow you to pre-built specific workflows in Weflow. 
• Once you assign a template to a specific user profile, Weflow automatically serves it to the user and it becomes the new default.
   

Creating a new template

• To create a new template, select the type of template you want to create, e.g., a pipeline template.
• Then click on +Add new view
• This opens a new pop-up where you can preview your template creation.
   

Assign templates to profiles

• If you're satisfied with your settings, assign a profile to the template.
• You can assign multiple profiles to a template.
• Once the template has been assigned, it replaces the default settings.