Weflow changelog

Improved time ranges in forecasting

• More pre-defined time ranges can be selected in any forecast view now

"All" and "Me" option for owner filter in forecasting

• Users of the forecasting features in Weflow can now quickly filter for all users or only themselves via the owner filter
• This feature was added based on feedback from one our customers (Thank you 👍)

Most recent bug fixes

• The date filter in the custom filter did not immediately render results when switching the operator.
• A New View could be created without any record by clicking enter in the creation modal before selecting an object type.
• Users were unable to add images to Note templates.
• Multiple record templates should not be assigned to the same Profile via the admin console.
• When opening the pipeline, it always opens the first tab. Now, it opens the last used tab.
• The disconnected email toast message layout was broken-

Making it easy to invite colleagues

• New users who are on a trial or free license, can now easily invite colleagues with our new invite modal
• Existing users and customers on paid plans, can trigger this modal manually via the help section at any given time

Custom Filter in Forecasting

Filter your forecasts with any field in Salesforce

• Filter by geo, team, deal size, stage, …whatever makes sense for your business
• The custom filter can be used for any forecasting view (Pacing, Waterfall, Collaborative Forecasting)
• Enjoy full flexibility and stay in control with Weflow

Smart Record Type Selection

Weflow is automatically showing all options for record types now.

• Previously, Weflow only showed recently used record types in the drop-down menu
• Now, Weflow gives you a full list of all available record types and dynamically filters for relevant stages/statuses relating to said record type
• This is part of our effort to reduce clicks and save you time wherever possible

Show only stages relating to record type

The "Stage" field for Opportunities or "Status" field for Leads will automatically show only the values relating to the specific record type.

Multi-Currency Support

Weflow now supports multi-currency setups. There is nothing you need to configure within Weflow. All conversion rates and currencies are imported automatically from your existing Salesforce setup.

Related notes

Access notes via the "Related Notes" field anywhere in your pipeline, sidebar, or Chrome Extension.

You can add this special Weflow field anywhere you want in our Web App or Chrome Extension.

Create templates for "New Records" and activities

Now, you can create templates for new records as well as activities and meetings via the admin console and assign them to different user profiles.

• Go to the admin console
• Select the template section
• Create a template for a standard or custom object
• Assign the template to a profile of your choice
• Please note: You cannot assign more than one template per record type to the same profile

Reply Rate (Weflow Field)

• The email reply rate field (Weflow Field) sometimes was calculated incorrecly
• This has been fixed as part of the v2.3 release

Various improvements (v2.2.5 release)

The following improvements and fixes were applied to Weflow as part of the latest v2.2.5 release on July 17th 2023:

• The "Panel" is now called "Sidebar" everywhere in the application
• Activities and meetings can be logged for the "Lead" object now
• There is no limit on the description field for tasks, meetings and other activities anymore
• The task list in the home screen always uses the filters "Overview" and "Mine"
• When changing an operator in the custom pipeline filter, the pipeline is re-rendered automatically now

Forecasting Waterfall

See how your pipeline developed over time. Filter by rep or entire teams.

If you have questions or feedback, please reach out to us at hello@getweflow.com or contact your customer success manager.

• If you have forecasting enabled, you can now quickly learn how your pipeline developed over time
• Filter by owner, record time and different time frames
• Quickly learn which opportunities relate to the different categories such as "Close date pushed out", "Amount increased", "Amount decreased" and others

Filter by direct report

• The "Owner" filter in Weflow's forecasts and pipeline sections automatically display team structures now
• By selecting a manager, you automatically select the entire team

Collaborative Forecasting (Full walkthrough)

Running efficient forecasts with your entire team is hard. Weflow is here to make it easy for you, and your team.

Highlights

• Set quotas for your entire team with two clicks
• See quota attainment across different forecast categories
• Make live updates to Opportunities like never before with Salesforce

Large Text Fields

Entering information into large text fields was sometimes a bit tedious with Weflow. We fixed that now:

💡 Pro tip: This also works in the sidebar and Chrome Extension.

• Open a text field like "Next Steps" or "Description"
• Click on the enlarge icon

Close Date History

Ever wondered how often a close date has already been pushed out, or adjusted and what its previous value was? You can see all that in Weflow easily.

• On hover, Weflow will show you the number of times a close date has been edited, the last modified time and date as well as the previous and current value
• Useful during pipeline reviews and forecasting sessoins

Amount History

• See the amount history on hover in any pipeline view, the Chrome Extension or sidebar/panel
• Weflow, will show you the previous and current value
• In addition, you can see the time and date when the last change occurred

Contact Roles

Contact roles are now fully supported in Weflow. Add new contacts, set primary contact and quickly edit fields.

You can access contact roles via the related tab in our sidebar/panel.

Panel templates shared with Chrome Extension

Panel templates defined in the web app are now also automatically shared with the Chrome Extension and vice versa.