Set up custom views for your workflows

Created by Philipp Stelzer, Modified on Fri, 30 Dec 2022 at 05:17 PM by Philipp Stelzer

Working in sales is a lot about being efficient at what you're doing. We rarely have too much time on our hands. So let's be smart about it.

Whether you are an SDR/BDR working on prospecting and lead generation or an Account Executive working on qualified leads, you need to make the data in Salesforce work for you and not the other way around.


With Weflow, you can heavily customize the way data is organized and presented in your different pipeline views.

 

Here is a short video to show you how to make your own pipeline views:



Let's quickly recap the video content from above:

  • Choose the record type you are interested in

  • Duplicate or adjust an existing view that comes close to your needs or simply start from scratch

  • Make use of quick filters and custom filters to show only what you need

  • Add or hide columns to quickly see the fields you are interested in

  • Adjust the column width and order

  • Pick a row height you feel comfortable ("Comfortable" with two lines per row or "Compact" with one line per row)

  • Give your views a unique name and save them

  • Pin views for quick access via the side navigation

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