Weflow

Manage the 'Insights' tab for the Sidebar / Chrome Extension.

Insights Tab (Sidebar)

Create fully customizable signals based on data from your Salesforce CRM.

Warning Signals

Weflow let's you enable/disable the use of Salesforce Products entirely.

Opportunity Products

Only relevant if you want to use a custom object instead of the standard notes object in Salesforce.

Notes

Create Workflow Templates to create consistent and focused experiences for your Weflow users.

Templates

All the settings for Deal & Pipeline Management explained. Includes Deal Insights, Deal Warnings, Opportunity Products, Notes, and Templates

Deal & Pipeline Management

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