Filter Contacts by Workflow Entry Date (Not Just Creation Date)
M
Micaiah Cser
Current Limitation:
Currently, contacts can only be filtered or sorted by their creation date — the moment they were first added to the system. However, many contacts enter multiple funnels or workflows at different times after their initial registration.
Adding the ability to filter and sort contacts by the date they entered a specific workflow would provide far more accurate segmentation and reporting.
Proposed Functionality:
• Add a “Workflow Entry Date” filter and column to the Contacts and Workflows views.
• Allow sorting and filtering based on when a contact entered a specific workflow, independent of their overall account creation date.
Impact:
This feature would give users:
• More accurate workflow segmentation
• Clearer campaign tracking and reporting
• Better automation timing and follow-up strategy
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