Warning Signals

Overview

• Warning signals can be surfaced in pipeline views, the sidebar and in Weflow's pipeline analytics and sales forecasting sections.
• Warning signals are fully customizable. You can create as many warning signals as needed.
• To enable a warning signal, it needs to be assigned to a user profile first.

Enable/disable Warning Signals

• If you don't want to use Warning Signals, you can disable them entirely.
• In addition, you can enable/disable specific Warning Signals separately.

Configuring Warning Signals

• To configure a Warning Signal, click on the +Add warning button in the top right corner.
• This will trigger a new page, where you can define a name (visible for end-users) and a description (only visible in the admin console)  for the signal.
• Then, you can define conditions. You can use any type of field on the Opportunity object to define a warning signal excluding text fields.

Duplication

• Click the three-dot menu on the right side, to duplicate an existing Warning Signal.

Renaming

• Click the three-dot menu on the right side, to change the name of a Warning Signal.
• You can change a name at any point in time.
• Please be aware, that the name is a user-facing name. Meaning, that this will be the information displayed to the end-user when a warning is triggered.
   

Deletion

• If needed, you can delete a Warning Signal completely.
• Please be aware, that deleted signals cannot be retrieved anymore.