Look at a contact record & know if they are on a workflow?

Q: Is there a way to look at a contact record and know if they are on a workflow?

A: Activities do show the workflow that they are attached to but nothing that shows on the main contact. One thing you could do is add a tag on the action of the first activity that contains the workflow name and remove it on the last.

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

  • Avatar
    Jonathan Asbell

    I think adding and removing tags via the Action field would be more useful if we could take action on those tagged rather than just searching and identifying the tagged item

Please sign in to leave a comment.