Using the Journey Instance details

Use the Journey details to view the details of the selected Journey instance. You can view the graphical representation of the stages, statistics, and check boxes indicating if a stage or step is completed and the view cannot be modified.
Note: The workspace can be different depending on your access rights or if the installation has been customized.

To open:

  1. Click the Journey 360 tab on the Account detail view.
  2. Click the journey bar to open the Journey details window.
  3. View the statistics for each stage:
    Estimated Days in Stage
    The expected number of days required to complete the stage as specified for the journey.
    Actual Days in Stage
    The number of days between when the stage started and closed.
    Close Probability
    The probability of completing the journey successfully.
  4. View the stages and steps.
    Icon Step Action
    Note Mail Merge
    meeting.png Meeting
    none.png None
    Note Note
    phone call.png Phone Call
    to_do To-Do
    Workflow Workflow