Show who changed pipeline stages on contact whether its a user or workflow.
T
Tony Lozano
We have employees and workflows that fire opportunity changes for multiple reasons, however due to human error and system errors, I would like to be able to see who changed the opportunity itself. Showing in the contact card somewhere in the section in the image would be great for tracking.
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Sales & Marketing
Merged in a post:
Show User or Workflow That Made Pipeline Changes in Contact Conversation Feed
K
Konstantin Podyachev
We’d love to request an enhancement to the Contact conversation/activity feed — specifically regarding pipeline stage changes.
Right now, we can see that a contact was moved through pipeline stages, but we can’t see WHO made the change, or whether it was triggered manually by a team member or automatically via a workflow.
Why this matters:
- It makes troubleshooting very difficult (e.g. figuring out why a contact moved backward or skipped a stage)
- We can’t identify accidental or incorrect changes done by agents
- If a workflow moved a contact, we don’t know which workflow or trigger did it
- It limits visibility for accountability, agent performance tracking, and internal ops reviews
Suggested Enhancement: In the activity feed on a contact's record, when a pipeline stage is updated:
- Show who performed the action: either the team member’s name or “via workflow: [Workflow Name]”
- If triggered by API/webhook, note the source: “via API/Webhook”
Bonus: Add a small icon or label next to the action (e.g. ⚙️ for automation, 🧍 for human)
This visibility would drastically improve operational clarity, help catch errors faster, and build confidence in automated pipeline systems — especially for teams managing multiple agents and high-volume client flows.
Thanks for considering this — it would be a huge win for any team managing complex pipelines.