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View Current Workflow Enrolments for a Customer
View Current Workflow Enrolments for a Customer

Understand how to view the current workflows a customer is enrolled in.

Ron Danenberg avatar
Written by Ron Danenberg
Updated yesterday

Go to a specific Customer Hub and, on the right hand-side, you will see "Workflows".

It shows you the workflows the customer is currently enrolled in, as well as:

  • Name of the workflow

  • Date when they joined this workflow

  • Date when the last action was taken by the workflow

  • The Current node is it at, as well as whether it is pending action by the user (you) before continuing.

If you are looking to understand the previous workflow enrolments, have a look here.

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