What is the pipeline good for?
Use the Pipeline views to make super-fast updates to different Salesforce objects (Opportunities, Leads, Accounts, Contacts, plus custom objects)
Update any field with one click. Super fast & easy.
Depending on the field, this will show you either an option to input a text, number, or a calendar selection
Did you know? Weflow validates all fields for you, meaning if you enter an invalid format or value, Weflow will let you know
How to get the most out of it?
Make sure to use Views & Filters, when using the Pipeline views
Pin your most important views, so that they are easily accessible
Try out the different filtering options, to create a focused view of your pipeline that will let you work on the deals that matter
What types of pipelines are there?
Weflow features both Kanban and Table views on your pipeline
You can easily switch back and forth between the two views whenever you like
Both views have their own purpose
While the table view is great for quickly making updates, the Kanban view is helpful to understand where the different deals in your Pipeline currently are at
It's worth trying out the different Pipeline views and getting accustomed with both
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