Automation History Field for Deals/Contact
Currently automation history doesn't show for which deal/contact that automation is running making it so hard to find out which one to stop based on already taken action from automation.
Like I am sending sequence emails to leads and wants to stop it once they respond or deal is won.
It would be great if this feature request can be prioritized as I am sure it will help everyone working with automation and save lots of time.
Just a small new section/field for deal/contact in automation history can help.
Comments
-
@Alisha I feel exactly the same! I can't believe there is not a field or option to see this info. I can have hundreds of automations firing per day but just need to identify 1 lead or deal that I want to stop it for. Seems impossible!
1 -
And the funny thing is, it's quite an easy fix, they can simply add a field like notes and activity in deals to show what automations are running for that particular deals. Not sure why the UX design or product team never thought and implemented it, it is such an important thing for a CRM, like you can't keep sending emails to a deal which is already closed.
I am already using another system that has it. Hopefully they will advance in a year so I can move everything there.1 -
What you said. I am amazed that active / pending automations do not show up on the lead / deal / persons view. I have six pending automations and by looking at the exact timestamps I might be able to find the one I need to stop - but this would never work with hundreds or thousands of pending automations.
The lack of this makes the automations feature borderline useless. #shakingheadindisbelieve
2
