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Question

How to see all the flows a person is in

  • November 14, 2024
  • 2 replies
  • 27 views

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Is there a report or way to see which flows a person is in.  I can go to the people tab and see they are in a flow but it doesn’t tell me which ones specifically.  

2 replies

Molly Kipnis
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  • Community Manager
  • 597 replies
  • November 21, 2024

Hi ​@Casey Sailor! Tagging in ​@Carly Lohnberg for some guidance here.

We also have a group specifically for Engage users with other best practices and FAQs — I highly recommend you join! https://visioneers.gong.io/groups/gong-engage-81


Carly Lohnberg
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  • Community Manager
  • 10 replies
  • November 21, 2024

Hi ​@Casey Sailor!  Good question, there are a few ways to get than information.  First, in the People page, you can hover over that flow icon to see the name of the flow any person is in.  Secondly, you can make sure current flow name is writing back to your CRM.  If it is, you can filter the People page by flow name to see the whole list of current flow occupants.  Lastly, you can export the analytics page which will have a sheet that shows person and flow name by row.  

 

If you don’t have the right CRM field set up, use this article and the links at the top to get that pulling in.  Let me know if you have any follow up questions!  


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