Improvement
The note list has been cleaned up a bit:
- Increased width
- Auto-aligning labels on the right side
- More space for note titles
The note list has been cleaned up a bit:
When linking an Opportunity to an account (or any other object), Weflow will now show the last 5 used records.
This will save you a click or search every now and then.
As of today, when signing into Weflow we will not re-direct you to your pipeline, but start every session in the new home screen.
It's purpose is simple. Give you a quick overview of the status quo:
You can also quickly create new actions and records from here. Got feedback? Let us know at hello@getweflow.com
The following is an excerpt of improvements and fixes we shipped over the past two weeks:
One of our most beloved features is the ability to let Weflow log all your emails in the background. No clicking, no worrying…it just works.
But sometimes, you want to tweak the details a bit more. Maybe there is that one email that should not get logged or that one email that absolutely needs to get into Salesforce even though typically it shouldn't. Exceptions are the norm. And Weflow let's you stay in control.
You can install our Chrome Extension here.
You can now use text formatting for bold, italic, underlined and strikethrough texts.
In addition, you can add in emojis, tag colleagues, add links, create lists and many more options.
To make filtering for specific dates and time ranges easier, we added the following options for date filters to Weflow:
Today [new]
Tomorrow
Yesterday
Last 7 days
Last 14 days [new]
Last 30 days [new]
Last 60 days [new]
This week [new]
Last week [new]
This month
Last month
This quarter [new]
Last quarter
This year [new]
Last year
Let Weflow log your emails via Outlook/Microsoft accounts and link them automatically to your Salesforce records.
Weflow has now a full integration with Chatter.
Start phone calls from anywhere on the web, via the click-to-call button in the Weflow panel.