Workflow Enrollment filters for Deals and Companies

Being able to utilize these filters in lists and CRM views would greatly assist in tracking enrollment, as I’m currently only able to scroll through enrollment history on the workflow itself without any option to export or view in a list.

Hi @BeebeSynario

Can you maybe add a bit more detail to this?

  • What filters are you referring to?
  • What is your exact scenario?
  • Can you include some screenshots?

Frank

It would be nice to be able to get a list of companies based on a filter ‘workflow enrollment’. This option is available for contacts, but not companies.