Knowledge base

Getting Started (3)

Guides for managers, admins, account executives, and RevOps

Weflow Account (3)

Quick-Start: Account Executives (5)

View all 5

Quick-Start: Revenue Operations (1)

Successfully implement MEDDIC (or any other sales process) with Weflow

Key Components (15)

Tasks, Notes, Pipeline, Panel, Chrome Extension, Email Logging & more

Pipeline: General Info (2)

Pipeline: Fields (1)

Weflow Opportunity Scoring

Pipeline: Filters (1)

Use custom filters to combine AND & OR using conditional groups

Pipeline: Views (6)

View all 6

Notes: Templates (1)

Creating and using note templates

Notes: General Info (1)

How to create notes in Weflow

Tasks: General Info (2)

Email Logging: Google Workspace (3)

Email Logging: Microsoft Outlook (2)

Admin Console: Profiles (3)

Admin Console: Member Management (4)

View all 4

Admin Console: Templates (3)

Chrome Extension: General (3)

Chrome Extension: Install / Uninstall Chrome Extension (3)

Chrome Extension: Integrations (3)

Use Cases (1)

Learn about best practices to improve efficiency

View all 12

FAQ (1)

Questions around technical issues or your Salesforce account

Salesforce Questions (4)

View all 4