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Missing data

Introduction: Pipeline Management

The Weflow "new tab" experience explained

Installing the Chrome Extension

Updating the Chrome Extension

Create notes from your Google Calendar

Uninstalling the Chrome Extension

Bi-Directional Sync to Salesforce

Introduction to the admin console

Bulk-update the account owner

Create Notes, Tasks and use the Panel from within Salesforce

Win together as a team

Create new Contacts or Leads on LinkedIn with the Chrome Extension

Create and assign tasks during a pipeline review

Faster updates on detail pages in Salesforce

See all Opportunities with no next steps

Keep track of high-value deals

Let Weflow calculate your deal KPIs and metrics

How to create notes in Weflow

Push new fields and sales methodologies to your Weflow users

Set up custom views for your workflows

Share pipeline views with your colleagues and team

Auto-sync your notes to Salesforce from Weflow

How to change the Weflow keyboard shortcut on Chrome

Creating and using note templates

Weflow's task manager for sales people explained in 90 seconds

Using imported views from Salesforce

Log tasks in Salesforce while taking notes

Use calculations in your pipeline views

Weflow Engagement Score

Customize your Kanban boards

Importing existing views from Salesforce

Adjusting row height and cell width

The difference between Kanban and Table views

Use custom filters to combine AND & OR using conditional groups

See more fields with a detailed view in the Panel

Forecasting Overview

Signing up for Weflow

Deleting an account

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

Roll-Up

Introduction: Admin Console

Introduction: Tasks

Introduction: Pipeline Analytics

Introduction: Sales Forecasting

Introduction: Outlook Add-In

How to access Salesforce from anywhere

Important information if you are using Einstein Activity Capture

Improve ramp time for new hires

Trust Center

Security & Compliance Certificates

Why were my meetings/emails not synced to Salesforce?

Setting up and configuring Warning Signals

How to install the Outlook add-in

Public email domains you may want to exclude from activity logging (best practice)

Members

Warning Signals

Products

Forecasting

Quotas

Activity Capture

System Overview

Profiles

Templates

Welcome to Weflow

What does Weflow do?

Who uses Weflow?

Insights

Introduction: Account Settings

Introduction: Chrome Extension

Introduction: Notes

Notes

Difference between Weflow & Salesforce

Collaborative Forecasting

Pacing

Waterfall

Making sure that 'Waterfall' works

Time ranges and historical data

Roll-Up: Who can submit/edit forecast calls?

Roll-Up: Submitting a Forecast Call

API Calls & API Usage

Supported Salesforce Editions

The rules and logic behind Weflow's logging algorithm

Can you sync meetings/emails to custom objects or custom fields?

Troubleshooting

Quota

Outlook Add-In

Is there a limit to how many emails Salesforce can store?

Entra ID application Permissions for Microsoft 365

Conversational Intelligence

User Permissions

Introduction to Conversation Intelligence by Weflow

Requirements for Conversation Intelligence

Syncing historic emails

Weflow vs. Einstein Activity Capture

Setting up Conversation Intelligence

Open Tracking

New to Weflow

Get a quick overview of all that makes up Weflow.

Introductions

Technical Overview

Using Weflow

Manage workflows and company-wide settings via the powerful revops admin console.

Admin Console

Record meetings, get transcripts and AI summaries.

Conversation Intelligence

Save time on admin work, inspect deals, create reports.

Pipeline Management

Understand pipeline health and run efficient sales meetings.

Pipeline Analytics

Sales Forecasting

Take Weflow with you anywhere on the web and benefit from exclusive workflows.

Chrome Extension

Short tutorials on how to automate workflows and improve sales efficiency with Weflow.

Notepad for Sales

Simple task management to focus on what matters.

Task Management

Common Use Cases

Compliance & Security

Welcome to Weflow Weflow streamlines your revenue operations by automating data entry and providing real-time insights into your sales pipeline. Our platform helps you maintain accurate Salesforce data while saving valuable time for strategic activities that drive revenue. Transform Your Sales Process&nbsp; Weflow seamlessly integrates with Salesforce to capture and update your sales data automatically. By eliminating manual data entry, you can focus on what matters most - building relationships and closing deals. Our intelligent platform helps you stay organized, maintain data accuracy, and make informed decisions.<ul><li>Track and update opportunities in real-time with automated data synchronization&nbsp;</li><li>Keep your pipeline data clean and reliable without time-consuming manual updates&nbsp;</li><li>Access comprehensive deal insights to make strategic decisions&nbsp;</li><li>Streamline your workflow with intelligent automation features</li><li>Monitor team performance and identify areas for optimization</li></ul> Getting Started&nbsp; Whether you're new to Weflow or looking to enhance your existing workflow, our help center provides step-by-step guidance to help you maximize the platform's capabilities. Each article offers clear instructions and practical tips to help you succeed. Need additional support?&nbsp; Our customer success team is here to help ensure you get the most value from Weflow.

Weflow enhances productivity across multiple roles in your revenue operations team. Here's how different team members can leverage our platform:Account Executives / Sales Representatives&nbsp; Transform your daily workflow by automating CRM updates and gaining real-time visibility into your pipeline. Spend less time on data entry and more time closing deals.Executives / Leadership Weflow empowers executives and leadership teams with instant, reliable insights into their revenue operations through real-time pipeline visibility and advanced forecasting capabilities. Leadership teams can make strategic decisions backed by trustworthy data and maintain a clear view of your path to achieving revenue targets.Sales Managers / Frontline Managers Access comprehensive pipeline analytics and forecasting tools to make data-driven decisions. Monitor team performance, conduct effective deal reviews, and achieve more accurate forecasts.Revenue Operations / Sales Operations Implement and maintain standardized sales processes across your organization. Ensure data quality and gain valuable insights to optimize your revenue operations strategy.System Administrators&nbsp; Easily manage Weflow's integration with your tech stack while maintaining security and compliance. Our platform works seamlessly with your existing Salesforce configuration and security settings.&nbsp;

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