If you use workflows in your CRM to follow up with leads, customers, or appointments, it helps to know whether people are actually entering those automations the way you expect. With trigger stats built into the workflow builder, you can quickly check enrollment activity, see what is working, and find out why some contacts are not being added.

📌 Why This Matters

When a workflow does not enroll the right contacts, follow-up can be delayed, missed, or sent to the wrong people. This built-in trigger view helps you understand what is happening without jumping between screens, so you can catch issues sooner and keep your sales and service processes running smoothly.

✨ What’s New

• Built-in trigger stats: Open the stats directly from a workflow trigger to see enrollment activity without leaving the builder.
• Clear enrollment visibility: Review attempted enrollments, matched contacts, and unmatched contacts in one place.
• Unmatched reasons: See the top reasons contacts did not qualify for the workflow based on your trigger filters.
• Contact-level search: Look up a specific contact to check whether they matched the trigger and why they did or did not enroll.
• Works in both builders: Available in both the standard workflow builder and the advanced builder.

🛠️ How to Use It

1. Step 1: Open the workflow you want to review in your CRM.
2. Step 2: Click on the trigger inside the workflow builder.
3. Step 3: Open the stats section to view enrollment details for that trigger.
4. Step 4: Select any stat to open the detailed view and review attempted, matched, and unmatched contacts.
5. Step 5: Check the top unmatched reasons to spot filter issues or setup problems.
6. Step 6: Search for a specific contact if you want to confirm whether they qualified for the workflow.

💡 Pro Tip

Review trigger stats regularly on your most important sales and follow-up workflows so missed enrollments do not quietly turn into lost appointments or lost revenue.