CRM

SAl-Basri
Participant

unenrollment of workflow

SOLVE

Hello!

 

I made a workflow to our pipeline and i enrolled existiing contacts who meet the trigger criteria as os now.

 

And i would like to unenroll that that stage beacuse it gives us false data

 

is that possible?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

unenrollment of workflow

SOLVE

Hi @SAl-Basri,

 

This is not a company-based workflow, not a contact-based workflow.

 

And no, unfortunately there's no way to reverse workflow enrollment. Once the actions are executed, they're executed. You would have to find the deals manually and delete them.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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SAl-Basri
Participant

unenrollment of workflow

SOLVE

And what happend when i pressed (Yes, enrolled) then we got leads that already is in the funnel and leads that we had/have worked on.

 

And want i want to know is that i would like to take back the enrollment.

 

Does this give you a clearer picture? 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

unenrollment of workflow

SOLVE

Hi @SAl-Basri,

 

This is not a company-based workflow, not a contact-based workflow.

 

And no, unfortunately there's no way to reverse workflow enrollment. Once the actions are executed, they're executed. You would have to find the deals manually and delete them.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
SAl-Basri
Participant

unenrollment of workflow

SOLVE

Thank you Karsten for always helping!

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SAl-Basri
Participant

unenrollment of workflow

SOLVE

Contact us 2.png

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SAl-Basri
Participant

unenrollment of workflow

SOLVE

Contact us.png

 

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

unenrollment of workflow

SOLVE

Hi @SAl-Basri,

 

Can you specify what "that stage" is in a contact-based workflow? A contact-based workflow would enroll contacts, so you can only unenroll contacts. You can't unenroll a stage.

 

What exactly is giving you false data? Can you share a screenshot of your workflow?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
SAl-Basri
Participant

unenrollment of workflow

SOLVE

Its on a Company base workflow.

 

What happend was that when i enrolled the workflow we got all data that retroactive and that is giving me wrong inflow data.

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

unenrollment of workflow

SOLVE

Hi @SAl-Basri,

 

This is not enough information for me to help you, I'm afraid. Which stage of a company are you referring to? Lifecycle stage? Can you share a screenshot of the workflow? Can you give an example of what happened and of what you'd like to happen? The more detail the better.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes