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Statut : Idea Submitted
Melly2022
Soumis par le ‎mai 31, 2022 3:37 PM

workflow goal improvements

-Ability to see contacts who met the goal from the workflow

-Clarify "met goal" within workflow steps (where did they meet the goal within the workflow)

Msyvrais_1-1654025402954.png

List - Contact has met goal "This Year" or equivalent date options

 

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1 Commentaire
NPennington
Participant
‎août 3, 2022 6:09 AM

This post doesn't really explain it but this is absolutely basic, and the data already exists. You can view the statistics on goals in workflows so we know that the data and datestamp are captured, but you can't do anything with it.

 

I makes reporting on ongoing automated workflows impossible to do accurately and frankly, I don't trust Hubspots data capture in parts, so this helps us check the Hubspot number and provides some substance.

Please upvote so Hubspot finishes off workflow goals properly.