View Contacts or Deals in WaitSteps

When I used Eloqua in previous jobs, we were able to easily view the contacts sitting in each workflow/campaign wait step. In HubSpot, it is nearly impossible to review where the contacts sit. Sometimes my contacts go through 5-10 workflow steps before sitting in a wait step. Then if I want to know where they are and if they are in the right spot you have to look at the history and not the actual workflow. This process is time consuming and hard to track. 

 

So if HubSpot can build a way to allow for us to view the contacts in each delay by hovering over this, or by clicking into the delay, this would benefit so many. 

HubSpot updates
6 Replies
Regular Contributor

Surprised there's not more upvotes on this. Viewing contacts in a step is essential for workflow troubleshooting. Looking at the workflow history to figure out who's who is an overly complex exercise and doesn't show at all clearly to what step each progress update relates. 

 

I'd expect to be able to click on the number of contacts in a wait step, then see the contacts' email addresses. 

 

 

Regular Contributor

Agreed here. I thought this would have had more activity and upvotes. 

HubSpot Product Team
HubSpot Product Team
updated to: In Planning

Thanks everyone! We'll be releasing this feature into beta soon. For anyone who would like earliest available access, please send me a private message with your Hub ID.

 

I've got you on the list already, @rtruncale Smiley Happy

Regular Contributor

Awesome! Thank you - looking forward to this! 

HubSpot Product Team
HubSpot Product Team
updated to: Delivered

This feature is now live to all customers!

https://knowledge.hubspot.com/workflows/choose-your-workflow-actions#delay-for-a-set-amount-of-time

 

Please feel free to reach out to me directly if you have questions or feedback about the feature Smiley Happy

Regular Contributor

Thanks Megan. I love the countdown for deals and contacts in wait steps. This really helps us keep a good eye on what or who is moving through our processes. Appreciate the efforts here! 

 

Richy