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Add Workflow Enrollment to Deal List Criteria

trevordjones

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.

9 Commentaires
JordanJulio
Contributeur | Partenaire solutions Platinum

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

Krystina
Conseiller clé | Partenaire solutions Platinum

Love this idea! 

SamKerstetter
Membre | Partenaire solutions Platinum

Yes, please!!!

Jorynickles
Membre | Partenaire solutions Platinum

yes

Anonymous
Non 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
Participant

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.

MEbbestrand
Contributeur | Partenaire solutions Elite

Yes! Workflow enrollment should be able to be used as list building criteria regardless of the object.

If we can base a workflow on it, we should be able to build a list based on said workflow enrollment.

GPetrov
Membre

Totally agree.

WasimKhan6988
Membre

Definitely needed.