Pipeline

Useful tips for managing and working your pipeline with Weflow

Philipp Stelzer avatar
10 articles in this collection
Written by Philipp Stelzer

Weflow Opportunity Scoring

Learn how the Weflow score can help you quickly rate opportunities based on their likelihood to convert to closed won.
Philipp Stelzer avatar
Written by Philipp Stelzer
Updated over a week ago

Customize your Kanban boards

Kanban boards can be extremely powerful. A common use case is the weekly sales meeting, but there are more workflows where it adds value.
Philipp Stelzer avatar
Written by Philipp Stelzer
Updated over a week ago

Adjusting row height and cell width

Do you prefer a more compact view or more space? We got you covered no matter what.
Philipp Stelzer avatar
Written by Philipp Stelzer
Updated over a week ago

The difference between Kanban and Table views

There is a view for every situation in life. Well, nearly. But if you work in sales, then the Kanban and Table views are what you need.
Philipp Stelzer avatar
Written by Philipp Stelzer
Updated over a week ago

See more fields with a detailed view in the Panel

Are you scrolling through your pipeline and you quickly want to access more detailed information about one specific record? It's panel time!
Philipp Stelzer avatar
Written by Philipp Stelzer
Updated over a week ago

Use calculations in your pipeline views

Ever wondered how big the potential economic value of your opportunities this quarter is? Use calculations in your Weflow pipeline.
Philipp Stelzer avatar
Written by Philipp Stelzer
Updated over a week ago

Importing existing views from Salesforce

You already have some views set up in Salesforce? Yeah, we won't force you to create new ones. Simply use them in Weflow as well.
Philipp Stelzer avatar
Written by Philipp Stelzer
Updated over a week ago

Use custom filters to combine AND & OR using conditional groups

Sometimes, there is just too much information in our CRMs. Use custom filters including conditional groups to refine your search.
Philipp Stelzer avatar
Written by Philipp Stelzer
Updated over a week ago

Set up custom views for your workflows

Working in sales is a lot about being efficient at what you're doing. We rarely have too much time at our hands. So let's be smart about it.
Philipp Stelzer avatar
Written by Philipp Stelzer
Updated over a week ago

Using imported views from Salesforce

Weflow automatically imports your saved views from Salesforce. But should you use them?
Philipp Stelzer avatar
Written by Philipp Stelzer
Updated over a week ago