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

Changelog

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