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Workflow Reporting

STEP 1: Log in to your Vintory CRM account

Switch to an Account

(Drop down menu on the upper left corner of the screen)

  • Choose a partner where you want to add the contact/s.

STEP 2: In the sidebar menu, go to Automation

STEP 3: Go to Workflow and select any for Workflow reporting

STEP 4: Click any triggers then go to Statistics. You can see here the numbers of who opened an email and who clicked the links

STEP 5: Go to History. You can see exactly where that contact has been and where they’re currently at

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