Overview
The insights section in the admin console let's you control what information will be surfed in the insights tab of the sidebar in Weflow.
These settings will also impact the insight section in the Chrome Extension.
Opening the Insights Tab
To open the insights tab, click on a record name or search via a record via the web app or Chrome Extension.
The first tab in the sidebar is the 'Insights' tab.
Please note: the insights tab is only available for Opportunities at the moment.
Key Fields
You can enable/disable this section.
Via the add/hide fields button, you can surface or hide additional fields in this section of the insights tab.
Contact Roles
You can enable/disable this section.
Contact roles will automatically surface in this section of the insights tab.
From here, you can edit, remove or re-assign contact roles.
Weflow will automatically surface contacts with whom you had contact but who have not been added to your Salesforce CRM yet.
Insights
These insights are surfaced at the top of the insights tab.
Via the admin console, you can configure a custom amount or close date field.
You can use any currency, number or date field.