A new way for creating "Views" on your pipeline

Views are a powerful way to segment your data and work with 100% focus on your most important opportunities, accounts, contacts, leads…you name it!

Previously:

Now:

Bonus: We create 8 special views that will make it easy for you to navigate Weflow. Feel free to adjust them to your needs. Of course, we will continue to import your old Salesforce views as well. But we encourage you to create new ones if possible.

Got some time? Here is a 4 minute deep dive into using custom views in Weflow:

• When creating a new view, we based that new view on existing views that were imported from Salesforce
• This could cause issues, in case there were hidden filters the user could not change and adjust themselves
• All new views are built from scratch taking all record data for an opportunity type into account
• That means for you: Full flexibility on all fronts and pure freedom when creating your own new views