Pipeline reviews are a necessary component of every well-oiled sales machine. But sometimes, they can become a bit of a time-consuming beast that feels more like a distraction than a helpful addition and help.
Weflow helps you run efficient pipeline reviews with ease.
Watch this 1-minute-video:
Step-by-step guide
1. Set up a pipeline view for reviews
Create a new table view, e.g. for Opportunities
Group the view of the owner
Add the fields you care about, e.g., stage, amount, forecast category
2. Add tasks via quick actions
Hover over the name of a record in the list
Click on "Add task" in the quick action menu
Add the task, incl. a due date and a short description
3. Adjust tasks in the timeline
Open the panel
Click on the "Timeline" tab
Click on the task you just added
Adjust the assignee