What are journeys?

Stages group steps together. Each stage displays the stage name and the percentage probability of completing the journey successfully when the stage is completed. Steps are the actions that completes the stage. For example, the steps in a stage called Demonstration that include steps for Demonstration Preparation, Product Demonstration, and Demonstration Thank You email.

You can use the Journey tab on some detail views to select and start a journey and track your progress by performing and completing steps and stages. The Account detail view 360 journeys tab displays a graphical representation of all the journeys for the account and journeys for contacts, opportunities, sales orders, quotes, or tickets associated with the account. On the Dashboard, the Journey Kanban widgets are used to view a list of records in each stage of a selected journey as well as roll-up totals or count statistics of each stage.

Journeys are created and managed by the administrator. Administrators can:

• Insert a journey. See Inserting a journey.
• View or modify journey details. See Using the Journey detail view.
• Copy a journey. See Copying a journey.
• Delete a journey. See Deleting a journey.
• View or manage stages and steps. See Journey Stages/Steps tab.
  • Add or modify stages. See Adding or modifying a journey stage.
  • Copy a stage. See Copying a journey stage.
  • Delete a stage. See Deleting a journey stage.
  • Add or modify steps. See Adding or modifying a journey step.
  • Copy a step. See Copying a journey step.
  • Delete a step. See Deleting a journey step.