HubSpot Ideas

trevordjones

Add Workflow Enrollment to Deal List Criteria

The new Deal Lists functionality is very helpful, but it would benefit from a more robust set of criteria for membership.  In particular, I would like to see workflow membership be available as a potential list criteria.  This is especially useful in situations where we are troubleshooting workflow errors.

6 Replies
JordanJulio
Contributor

Agreed, Trevor! Some current limitations do make Deal Lists a bit tougher to navigate.

Krystina
Key Advisor | Diamond Partner

Love this idea! 

SamKerstetter
Member

Yes, please!!!

Jorynickles
Member

yes

Anonymous
Not applicable

hy Trevor, Agreed, the new Deal Lists functionality is beneficial, yet enhancing it with a more comprehensive set of criteria, particularly including workflow membership, would greatly improve its utility.

LGsmetz
Member

This needs to be prioritzed if we are going to call HubSpot a "Smart CRM". The amount of manual labor involved in checking a breakdown in a Deal or Ticket workflow without this filter is so high.