Weflow changelog

Create multiple Forecast views

Weflow now lets you create up to five unique forecast views. For each view, admins can define:

• Close date
• Currency field (can also be a number or formula)
• Custom forecast categories (use any picklist field)
• Custom fields to inspect deals

Create and manage Quotes from Weflow

• Highly anticipated by many of our customers
• Users can now create and manage quotes from inside Weflow
• Products are automatically attached as line item to the quote

See all 'Tasks' in your insights tab

Tasks now surface in the insights tab for all opportunities.

• Tasks will now appear automatically in the insights tab
• Useful if you log emails to tasks instead of the email message object

New Close Date filter + more date options

• We added a new 'Close Date' quick filter to the top bar
• In addition, you can now make use of a lot of additional pre-built date filters
• All options are also available via the 'Custom filters'

Manage Activity Logging from the Admin Console (Microsoft 365)

• Manage activity capture from Weflow's admin console
• Stay in control of the activity capture process
• Exclude email domains from logging
• Add/remove users from activity logging with one click
• Save hours of setup time, get accurate and reliable activities tracked to your Salesforce
• All activities are logged into the correct Salesforce object and are made reportable with Salesforces' native reports

Submission Cadences

With Weflow, you are in control of your forecasting process.

• Configure your forecast submission calls as granular as never before
• Define how often a forecast call needs to be updated
• Add deadlines before/after the month/quarter has started
• Control who can submit forecasts
• Control who can adjust forecasts
• Define leeway periods where forecast calls can still be adjusted

Map custom note objects to Weflow

• If - for whatever reason - you do not utilize the contentNote or Note object in Salesforce, then you can map your custom note object to Weflow as well
• Pick any object you like, then map key fields to Weflow's note-taking feature
• In addition, you can let Weflow surface additional fields to stay in full control of the note-taking process
• Required fields will automatically be surfaced by Weflow

Weighted Forecasts

Add weighed forecasts to your pipeline views, roll-ups, collaborative forecast views and sidebar.

• Weighed forecasts are calculated automatically by Weflow
• They are based on your stage probabilities
• Weighted forecasts work out of the box - you don't need to configure anything within Weflow

Multi-Sort your Pipeline

• Multi-sort any pipeline view in Weflow by using up to five Salesforce fields
• Define the right order and either sort from A->Z (low to high) or Z->A (high to low)

Warning Signals

Create fully customizable Warning Signals based on any field in your Salesforce CRM.

Configure fully customizable warning signals and assign them to different user profiles within Weflow:

Weflow lets you use any field in your CRM to create custom Warning Signals.

• Track overdue close dates
• Identify missing fields (next steps, economic buyer, etc.)
• Highlight low velocity (low reply rate, no next meeting, etc.)

Open records in the sidebar from any list/kanban view in Salesforce

Step 1: Hover over records in Salesforce to click on Weflow icon

Step 2: Inspect and update records from the Weflow sidebar

To use this feature, please install the Weflow Chrome Extension.

Surface deal stakeholders in Insights

A huge benefit of using our in-house activity capture solution is that Weflow will automatically surface deal stakeholders - even if they have not been added to your Salesforce CRM yet.

• See deal stakeholders who are not in your CRM yet
• Assign contact roles with one click to existing contacts

AI Forecast powered by Weflow

AI forecasts are now available for all customers on our growth plan.

• Weflow now features an AI-powered forecasting solution, that let's you confidently look at the next months or quarters based on your companys' historical performance
• The model is tweaked per customer, and reflect their seasonality effects as well as past revenue generation in similar time frames.

Product templates

Now, admins can create templates for products in Weflow.

• Create as many templates as needed
• Assign templates to different user groups
• Mark fields as required - independent from Salesforce

Sync your calendar to Salesforce with Weflow

Connect your Google Calendar (via Workspace or Gmail) to Weflow to automatically sync and log meetings to Contacts, Opportunities and Accounts.

Mark fields as 'required' in templates

There are reasons where you'd want a field to be required in Weflow without marking it as required in your Salesforce systems. Our new template editor now covers these cases.

• Access the Admin Console
• Go to the Template section for 'New Records'
• Edit an existing template or create a new one
• Mark any field as 'Required' that you add into the template as needed

New Navigation

• The new navigation gives you a clearer structure to navigate our ever-growing scope of features and functions
• The admin console is no separate section anymore
• You can collapse/un-collapse the menu with one click
• Activities are grouped together
• Pipeline Analytics and Forecasting are more clearly separted

Create pipeline views for meetings, tasks or calls

• Now, you can create pipeline views for meetings, calls and tasks
• Adding a new view is as easy as always; simply click the "+" icon in the pipeline tabs
• Then, select the object type you'd like to see in a table view
• This makes editing meetings, calls and tasks even more efficient. Especially in combination with Weflows' powerful bulk editing tools

Filter and Group by any record type / field

• Now, pipeline views can be grouped and/or filtered by any field and record available in your Salesforce instance.
• This means, you can create an "Opportunity" view, but filter using fields from Contacts, or Accounts.

The new 🔥 Insights tab

Deal inspection on a whole new level. The new Insights tab gives you unique insights into your opportunities. Admins can customize the new insights tab as needed for their specific business requirements.

1) Access the Insights tab from any Opportunity:

2) Look at key metrics:

3) Understand if activities drive the deal velocity:

4) Read emails or meeting notes:

5) Map contacts: