--- title: How to Audit Workflows description: Learn how to Audit Workflows to ensure correct enrollment. --- [Skip to content](https://help.vintory.com/how-to-audit-workflows#main-content) English Show submenu for translations ![vintory Logo\_web\_res.png\]](https://help.vintory.com/hs-fs/hubfs/vintory%20Logo_web_res.png?height=40&name=vintory%20Logo_web_res.png) - [Submit a Support Ticket](https://www.vintory.com/support/) Open main navigation Close main navigation - [Submit a Support Ticket](https://www.vintory.com/support/) - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.vintory.com/?hsLang=en) 2. [Automation](https://help.vintory.com/automation?hsLang=en) # How to Audit Workflows ## Learn how to Audit Workflows to ensure correct enrollment. Updated: May 04, 2026 IMPORTANT: Some workflows include viewing and editing restrictions that are only available to Vintory staff. If you’re unable to view or update a workflow—such as editing an email or adding a wait step—**please contact support** with details about what you’re trying to do so we can help. The steps below are still accurate, but the user interface may look slightly different. ### **Find the Workflow** 1. Navigate to **Automation** in the menu pane to access **Workflows**. 2. Search for the workflow you want to audit. ### **Review the Workflow** 1. You will see the Status showing that the workflow is Published. Look at the **Total Enrolled** and **Actively Enrolled** columns to see how many contacts have been enrolled in the workflow and how many are currently in the workflow. 2. Click on the **Workflow** to open the workflow builder.  At each step, it will display a number in each box indicating the number of contacts currently in that step.  Click on the numbered box to view the contacts. (If no box appears, there are no contacts present in the step.) ![contact](https://help.vintory.com/hs-fs/hubfs/contact.png?width=66&height=20&name=contact.png) 3. Review the contacts and determine if they should be enrolled in the workflow. ### **Remove Contacts from the Workflow through the Contact Card** 1. If you find that a contact should not be enrolled in the workflow, you can remove them. 2. Click on the **contact's name** and it will open their individual Contact Card. 3. On the left-hand side locate the Actions tab and click on the "Workflows" dropdown. 4. Under the Active workflow section, locate the workflow that should no longer be a part of and click the **X.** 5. Click **OK** to confirm the removal. ### **Repeat for Other Workflows** 1. Repeat the above process for any other workflows you want to audit. ### **Viewing Workflow History** 1. Navigate to the left side of the screen and click on the **Version History** button. ![workflow history](https://help.vintory.com/hs-fs/hubfs/workflow%20history.png?width=670&height=603&name=workflow%20history.png)   - [Sales Training & Education](https://help.vintory.com/sales-training-education?hsLang=en#main-content) - [Success Hub](https://help.vintory.com/sales-training-education?hsLang=en#success-hub) - [Sales Training](https://help.vintory.com/sales-training-education?hsLang=en#sales-training) - [Cold Calling](https://help.vintory.com/sales-training-education?hsLang=en#cold-calling) - [Reminders](https://help.vintory.com/sales-training-education?hsLang=en#reminders) - [Settings](https://help.vintory.com/settings?hsLang=en#main-content) - [Business Profile](https://help.vintory.com/settings?hsLang=en#business-profile) - [Company Billing](https://help.vintory.com/settings?hsLang=en#company-billing) - [Individual User Profile](https://help.vintory.com/settings?hsLang=en#individual-user-profile) - [Email](https://help.vintory.com/settings?hsLang=en#email) - [My Staff](https://help.vintory.com/settings?hsLang=en#my-staff) - [Pipeline](https://help.vintory.com/settings?hsLang=en#pipeline) - [Custom Fields](https://help.vintory.com/settings?hsLang=en#custom-fields) - [Custom Values](https://help.vintory.com/settings?hsLang=en#custom-values) - [Domain](https://help.vintory.com/settings?hsLang=en#domain) - [Media](https://help.vintory.com/settings?hsLang=en#media) - [Integrations](https://help.vintory.com/settings?hsLang=en#integrations) - [Tags](https://help.vintory.com/settings?hsLang=en#tags) - [Phone Numbers](https://help.vintory.com/settings?hsLang=en#phone-numbers) - [Calendars](https://help.vintory.com/settings?hsLang=en#calendars) - [Dashboard](https://help.vintory.com/dashboard?hsLang=en) - [Conversations](https://help.vintory.com/conversations?hsLang=en#main-content) - [Manual Actions](https://help.vintory.com/conversations?hsLang=en#manual-actions) - [Calendars](https://help.vintory.com/calendars?hsLang=en#main-content) - [Troubleshooting](https://help.vintory.com/calendars?hsLang=en#troubleshooting) - [Contacts](https://help.vintory.com/contacts?hsLang=en#main-content) - [SMS & Email](https://help.vintory.com/contacts?hsLang=en#sms-email) - [Smart List](https://help.vintory.com/contacts?hsLang=en#smart-list) - [Tasks](https://help.vintory.com/contacts?hsLang=en#tasks) - [Company](https://help.vintory.com/contacts?hsLang=en#company) - [Troubleshooting](https://help.vintory.com/contacts?hsLang=en#troubleshooting) - [Opportunities](https://help.vintory.com/opportunities?hsLang=en) - [Owner Contracts](https://help.vintory.com/owner-contracts?hsLang=en) - [Phone](https://help.vintory.com/phone?hsLang=en#main-content) - [Phone Number Settings](https://help.vintory.com/phone?hsLang=en#phone-number-settings) - [Troubleshooting](https://help.vintory.com/phone?hsLang=en#troubleshooting) - [Mobile App](https://help.vintory.com/mobile-app?hsLang=en) - [Marketing](https://help.vintory.com/marketing?hsLang=en#main-content) - [Emails](https://help.vintory.com/marketing?hsLang=en#emails) - [Templates (Snippets)](https://help.vintory.com/marketing?hsLang=en#templates-snippets) - [Trigger Links](https://help.vintory.com/marketing?hsLang=en#trigger-links) - [Automation](https://help.vintory.com/automation?hsLang=en#main-content) - [Troubleshooting](https://help.vintory.com/automation?hsLang=en#troubleshooting) - [Owner Onboarding & Retention Workflows](https://help.vintory.com/owner-onboarding-retention-workflows?hsLang=en#main-content) - [Owner Onboarding](https://help.vintory.com/owner-onboarding-retention-workflows?hsLang=en#owner-onboarding) - [Owner Retention](https://help.vintory.com/owner-onboarding-retention-workflows?hsLang=en#owner-retention) - [Sites](https://help.vintory.com/sites?hsLang=en#main-content) - [Funnels](https://help.vintory.com/sites?hsLang=en#funnels) - [Forms](https://help.vintory.com/sites?hsLang=en#forms) - [Blogs](https://help.vintory.com/sites?hsLang=en#blogs) - [Surveys](https://help.vintory.com/sites?hsLang=en#surveys) - [Chat Widget](https://help.vintory.com/sites?hsLang=en#chat-widget) - [Design Studio](https://help.vintory.com/design-studio?hsLang=en) - [Data](https://help.vintory.com/data?hsLang=en#main-content) - [Asset Management](https://help.vintory.com/data?hsLang=en#asset-management) - [Cold Email Reporting](https://help.vintory.com/cold-email-reporting?hsLang=en) - [Sales Tools](https://help.vintory.com/sales-tools?hsLang=en#main-content) - [ROI Calculator](https://help.vintory.com/sales-tools?hsLang=en#roi-calculator) - [Pro Formas](https://help.vintory.com/sales-tools?hsLang=en#pro-formas) - [Agent Outreach](https://help.vintory.com/sales-tools?hsLang=en#agent-outreach) - [Realtor Package](https://help.vintory.com/sales-tools?hsLang=en#realtor-package) - [Troubleshooting](https://help.vintory.com/troubleshooting?hsLang=en) - [Support](https://help.vintory.com/support?hsLang=en) # Vintory [Help Center](https://help.vintory.com?hsLang=en) Copyright © 2025, Vintory