What are Filters?
Filters can be used in the Pipeline Table view AND in the Kanban view
You can filter for nearly anything in your Salesforce instance
Weflow makes it easy to apply filters with our advanced set of search operators providing a simplified way of finding what you need
What are Views?
Just like filters, views can be used in the Pipeline Table view AND in the Kanban view
Views are a snapshot of what you are seeing on your screen and include:
Filters
Fields (i.e. the columns in the grid view or card properties in the Kanban view)
Sorting
Views can be shared via the "Share" button
You can pin views by pressing the "Pin" icon
Weflow also shows you all the existing views that are already saved in your Salesforce account (indicated by the blue SFDC cloud next to them)
How to share Views with others?
Sharing views is fast and easy
Simply click on the "Share" button in the top right corner
In order for others to see what you are seeing, they need to be on the same Salesforce account AND be a user of Weflow