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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

How does Weflow sync data to Salesforce?

General introduction to the admin console

What Salesforce Editions are supported?

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

Approving Weflow for the Google Admin Console

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

How do API calls work with Weflow?

Use calculations in your pipeline views

How can I manage existing members?

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

What are 'Profiles' in Weflow?

What are 'Templates' good for?

See more fields with a detailed view in the Panel

The right settings for your email logging

Terminology

Difference between Weflow & Salesforce

Overview: Collaborative Forecasting

Pacing Overview

Waterfall Overview

Time ranges and historical data

Making sure that 'Waterfall' works

Making sure that 'Pacing' works

Introduction to Forecasting in Weflow

How to sign up for Weflow?

How do I delete my account?

How are meetings logged and synced to Salesforce?

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

Step-by-Step: Submitting a Forecast Call

Who can submit forecast calls?

The Roll-Up explained

Introduction: Admin Console

Introduction: Tasks

Introduction: Pipeline Analytics

Introduction: Sales Forecasting

Introduction: Outlook Add-In

How to invite new members?

Configuring forecasting in Weflow

How to access Salesforce from anywhere

Setting up Forecast Submissions

What to do, if there is no data in the Pacing chart?

Conversational Intelligence (Beta)

Important information if you are using Einstein Activity Capture

Can you sync emails to custom objects or custom fields?

Why we built an Email Sync to Salesforce

The rules and logic behind Weflow's email sync

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

Salesforce Editions, Salesforce Classic & Salesforce Lightning

Syncing historic emails

Improve ramp time for new hires

Connect your Google Workspace to Weflow

Trust Center

Security & Compliance Certificates

My data looks wrong. What do I do?

Connect Microsoft 365 / Outlook to Weflow

Why were my 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)

Warning Signals

Welcome to Weflow

What does Weflow do?

Who uses Weflow?

Introduction: Account Settings

Introduction: Chrome Extension

Introduction: Notes

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

Activity Capture

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

Outlook Add-In

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

<p>Emails are essential for tracking activities and understanding deal velocity. With Weflow, logging emails is easier than ever.</p><p>There are two ways to connect your Google Workspace to Weflow:</p><p>1.) User-by-User</p><p>2.) Google Marketplace App</p><p>The user-by-user approach requires users to connect to their Google account via Weflow individually. In contrast, the Google Marketplace App allows admins to configure all activity capturing from a central place. Generally, we recommend using the Google Marketplace App as the most scalable solution.</p><p>&nbsp;</p><h2><strong>1.) User-by-User</strong></h2><h3><br><strong>1-minute tutorial</strong></h3><figure class="media"><div data-oembed-url="https://www.loom.com/share/8319b523522d4b9fa4cd72132f23365e?sid=a6e073e4-924d-4ffb-bc94-da04056332c4"><div style="position: relative; padding-bottom: 56.25%; height: 0;"><iframe src="https://www.loom.com/embed/8319b523522d4b9fa4cd72132f23365e?sid=a6e073e4-924d-4ffb-bc94-da04056332c4" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div></figure><h3><strong>Step-by-step guide</strong><br>&nbsp;</h3><h4><strong>1. Go to your 'Account Settings' in Weflow</strong></h4><ul><li>Click on your avatar icon</li><li>Select Account Settings</li><li>Next, pick 'Email' from the list on the left side</li></ul><p><strong>Open up the 'Account Settings</strong></p><p><strong><img class="image_resized" style="width:auto;" src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/103007850755/original/v_0byuDWdQY-HCv1t38OXlYxOrenyL3QUw.png?1672410437"></strong></p><p><strong>Select the 'Activity Capture' section in your account settings</strong></p><figure class="image"><img src="https://cdn-assets.productfruits.com/f640f51c-a7b7-42ed-a0d0-04e96ce4678e"></figure><h4><strong>2. Connect your Google Account to Weflow</strong></h4><ul><li>Click on the 'Sign in with Google button</li><li>Select the email account you want to connect</li><li>Accept the permissions (we only ask for what is required)</li></ul><blockquote><p>Good to know: Weflow has been audited by Google as part of that process, Google has confirmed and verified that Weflow follows all required security processes and only uses the permissions necessary to fulfill our services.</p></blockquote><h4><strong>3. Configure your settings</strong></h4><ul><li>Make sure to configure all settings based on your specific needs</li><li>We generally recommend using our Chrome Extension for email logging as it gives you more granular controls</li><li>However, we totally understand if you prefer to use our auto-logging in the background sync</li></ul><p>That's it.</p><p>&nbsp;</p><h2><strong>2.) Google Marketplace App</strong></h2><h3><br><strong>Step-by-step guide</strong><br>&nbsp;</h3><h4><strong>1. Go to your 'Admin Console' in Weflow</strong></h4><ul><li>Click on the 'Admin Console' button in the side navigation</li><li>Select 'Activity Capture'</li></ul><p><strong>Go to the admin console</strong></p><p><img class="image_resized" style="width:32.63%;" src="https://cdn-assets.productfruits.com/6e1b2425-e519-4fb5-a65a-c168e2871297"></p><p><strong>Select 'Activity Capture'</strong></p><p><img class="image_resized" style="width:19.95%;" src="https://cdn-assets.productfruits.com/c2b85bf6-41fb-48a4-8447-b1da58d166f1"></p><h4><strong>2. Set up Acitivty Capture</strong></h4><figure class="image"><img src="https://cdn-assets.productfruits.com/9d6c83e6-3369-48fb-a3f4-d7cd94609838"></figure><ul><li>Click on 'Set up Activity Capture'</li><li>Select 'Google'</li><li>Select 'Google Marketplace App'</li><li>Install the 'Google Marketplace App' (Google Workspace admin access required)</li><li>Proceed with the next steps</li></ul><p>&nbsp;</p><h4><strong>3. Configure your settings</strong></h4><ul><li>Make sure to configure all settings based on your specific needs</li><li>You <strong>need</strong> to set internal domains yourself i.e. 'acme.com', to exclude internal email and meetings from getting logged into Salesforce</li><li>We generally recommend using our Chrome Extension for email logging, as it gives you more granular controls</li><li>However, we understand if you prefer to use our auto-logging in the background sync</li></ul><p>&nbsp;</p><p>That's it.</p>

<p>Emails are essential for tracking activities and understanding deal velocity. With Weflow, logging emails is easier than ever.</p><p>There are two ways to connect your Microsoft 365 / Outlook account to Weflow:</p><p>1.) User-by-User</p><p>2.) Microsoft Entra App (formerly known as Azure app)</p><p>The user-by-user approach requires users to connect to their Outlook account via Weflow individually. In contrast, the central Microsoft Entra App allows admins to configure all activity capturing from a central place. Generally, we recommend using the central Microsoft app, as this is the most scalable solution.</p><h2><strong>1.) User-by-User</strong></h2><h3><br><strong>1-minute tutorial</strong></h3><figure class="media"><div data-oembed-url="https://www.loom.com/share/8319b523522d4b9fa4cd72132f23365e?sid=a6e073e4-924d-4ffb-bc94-da04056332c4"><div style="position: relative; padding-bottom: 56.25%; height: 0;"><iframe src="https://www.loom.com/embed/8319b523522d4b9fa4cd72132f23365e?sid=a6e073e4-924d-4ffb-bc94-da04056332c4" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div></figure><h3><strong>Step-by-step guide</strong><br>&nbsp;</h3><h4><strong>1. Go to your 'Account Settings' in Weflow</strong></h4><ul><li>Click on your avatar icon</li><li>Select Account Settings</li><li>Next, pick 'Email' from the list on the left side</li></ul><p><strong>Open up the 'Account Settings</strong></p><p><strong><img class="image_resized" style="width:auto;" src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/103007850755/original/v_0byuDWdQY-HCv1t38OXlYxOrenyL3QUw.png?1672410437"></strong></p><p><strong>Select the 'Activity Capture' section in your account settings</strong></p><figure class="image"><img src="https://cdn-assets.productfruits.com/f640f51c-a7b7-42ed-a0d0-04e96ce4678e"></figure><h4><strong>2. Connect your Micosoft Account to Weflow</strong></h4><ul><li>Click on the 'Sign in with Microsoft' button</li><li>Select the email account you want to connect</li><li>Accept the permissions (we only ask for what is required)</li></ul><blockquote><p>Good to know: Weflow has been audited by Microsoft as part of that process, Microsoft has confirmed and verified that Weflow follows all required security processes and only uses the permissions necessary to fulfill our services.</p></blockquote><h4><strong>3. Configure your settings</strong></h4><ul><li>Make sure to configure all settings based on your specific needs</li><li>Check these <a href="https://help.getweflow.com/en/article/the-right-settings-for-your-email-logging">best practices</a>.</li></ul><p>That's it.</p><p>&nbsp;</p><h2><strong>2.) Microsoft Entra App</strong></h2><h3><br><strong>Step-by-step guide</strong><br>&nbsp;</h3><h4><strong>1. Go to your 'Admin Console' in Weflow</strong></h4><ul><li>Click on the 'Admin Console' button in the side navigation</li><li>Select 'Activity Capture'</li></ul><p><strong>Go to the admin console</strong></p><p><img class="image_resized" style="width:32.63%;" src="https://cdn-assets.productfruits.com/6e1b2425-e519-4fb5-a65a-c168e2871297"></p><p><strong>Select 'Activity Capture'</strong></p><p><img class="image_resized" style="width:19.95%;" src="https://cdn-assets.productfruits.com/c2b85bf6-41fb-48a4-8447-b1da58d166f1"></p><h4><strong>2. Set up Acitivty Capture</strong></h4><figure class="image"><img src="https://cdn-assets.productfruits.com/9d6c83e6-3369-48fb-a3f4-d7cd94609838"></figure><ul><li>Click on 'Set up Activity Capture'</li><li>Select 'Microsoft'</li><li>Select 'Workspace level'</li><li>Install the 'Microsoft Entra App' (Microsoft admin access required)</li><li>Proceed with the next steps</li></ul><p><img src="https://cdn-assets.productfruits.com/bab83f5c-1243-400f-81a7-48748f4e02f6"></p><h4><strong>3. Configure your settings</strong></h4><ul><li>Make sure to configure all settings based on your specific needs</li><li>You <strong>need</strong> to set internal domains yourself i.e. 'acme.com', to exclude internal email and meetings from getting logged into Salesforce</li></ul><p>&nbsp;</p><p>That's it.</p>

<p><strong>Welcome to Weflow</strong><br>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.</p><p><br><strong>Transform Your Sales Process&nbsp;</strong><br>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.</p><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><p><br><strong>Getting Started&nbsp;</strong><br>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.</p><p><br><strong>Need additional support?&nbsp;</strong><br>Our customer success team is here to help ensure you get the most value from Weflow.</p>

<p>Weflow enhances productivity across multiple roles in your revenue operations team. Here's how different team members can leverage our platform:</p><p><strong>Account Executives / Sales Representatives&nbsp;</strong><br>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.</p><p><strong>Executives / Leadership</strong><br>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.</p><p><strong>Sales Managers / Frontline Managers</strong><br>Access comprehensive pipeline analytics and forecasting tools to make data-driven decisions. Monitor team performance, conduct effective deal reviews, and achieve more accurate forecasts.</p><p><strong>Revenue Operations / Sales Operations</strong><br>Implement and maintain standardized sales processes across your organization. Ensure data quality and gain valuable insights to optimize your revenue operations strategy.</p><p><strong>System Administrators&nbsp;</strong><br>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.</p><p>&nbsp;</p>

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