Weflow

New to Weflow

Short introduction into the Weflow Platform

Welcome to Weflow

Weflow can be broken down into four key areas: Activity Capture, Pipeline Management, Pipeline Analytics, and Sales Forecasting

What does Weflow do?

Weflow enhances productivity across multiple roles in your revenue operations team.

Who uses Weflow?

A 5-minute tutorial video to walk you through Weflow.

Get started in 5 minutes

Weflow's admin console is the backend for admins, operators, and managers to control and configure the user experience for all Weflow users.

Introduction: Admin Console

Weflow simplifies pipeline updates, surfaces deal signals, and keeps data clean.

Introduction: Pipeline Management

Weflow delivers pipeline insights and warnings to spot risks early, improve performance, and track changes with snapshots and histories.

Introduction: Pipeline Analytics

Create process alignment, increase visibility, and establish accountability for confident and accurate forecasting.

Introduction: Sales Forecasting

Weflow's Chrome Extension enables logging, updating, and creating Salesforce records directly from the web.

Introduction: Chrome Extension

Weflow's Outlook Add-In logs emails and meetings to Salesforce with smart suggestions and activity controls across all Outlook platforms.

Introduction: Outlook Add-In

Weflow's account settings let users manage profiles, track Salesforce API usage, control the Chrome Extension, and access documentation.

Introduction: Account Settings

Notes synced to Salesforce with embedded field updates

Introduction: Notes

A simple task manager synced bi-directionally with Salesforce.

Introduction: Tasks

Get started quickly with everything you need to know about using our product and making the most of Weflow.

Introductions

Signing up for Weflow

Supported Salesforce Editions

Bi-Directional Sync to Salesforce

API Calls & API Usage

Deleting an account

If data is missing from Weflow, but it's available in Salesforce, here are some hints and tips.

Missing Data

User Permissions

Useful information for admins and Salesforce product owners.

Salesforce Integration

Changelog

Submit a Ticket

Sign In

Find answers and get help from Intercom Support and Community Experts

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