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 viewThis 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.