Currently, contacts can only progress through workflows step by step or via conditional logic (If/Else, Goals, or re-enrollment). However, there is no way to manually move a contact to a specific step inside an active workflow.
This creates limitations in real-life scenarios where a contact needs to be “fast-tracked” or redirected within the same workflow.
Proposed solution:
Add an option to “Move Contact to Step” within the workflow view or directly from the contact’s profile.
This would allow admins or agents to place a contact exactly at the right point in the workflow without workarounds like tags, custom fields, or duplicating automations.
Benefits:
Simplifies workflow management.
Saves time and avoids messy workarounds.
Gives users more flexibility to handle exceptions or manual adjustments.