View contacts who met goal criteria right within a workflow

JA124 - you are totally right. Unfortunately, at this time you cannot do it by a specific time. I was trying to figure out who all completed the goal in 2018 and after multiple calls with HS, they said at this time I would have to do this manually, which nobody has time for in our business.

Would love to add a feature based on specific time - you can find them under the met goal chart but it doesn’t tell you who those people are.