Top Uses Cases
Manage members, set up profiles, and assign permissions, which are a central place for provisioning and access controls.
Configure wWarning Signals, Insights, and Templates used in Weflow's Pipeline Management.
Configure Activity Capture to track and log email and meeting activities.
Configure Forecast setups to create robust analyses, projections, and bottom-up forecasting motions, incl. email reminders.
Configure quotas and revenue targets for your Weflow users that will be used across the application to calculate pipeline coverage and gap to target.
Enable or disable the use of custom objects for notes, products, and
Overview of Admin Console
Only admins can access the admin console. To add admin privileges to an existing Weflow user, go to 'Members' and change the permission to 'Admin'.
The admin console is independent of the key components of Weflow, as its settings affect various features across product and license tiers:
General Settings
Members
Profiles
Insights
Pipeline Management
Warning Signals
Templates
Notes
Products
Forecasting + Pipeline Analytics
Forecasting
Quotas
System Overview
Activity Capture
Activity Capture
System Overview