Using the Customer Journeys list view

The List view displays all of the customer journeys. You can use groups and lookups to narrow the list of records that display.

Note: The system administrator and users with the appropriate role can access these features.

To open the Customer Journey list view:

Select Administration > Customer Journey on the Navigation Bar.
Select Customer Journey. The Customer Journey list view is displayed.
On this page you can:
- Click Refresh, to refresh the list information.
- Work with records in a grid. See Working with Grids in list views and tabs.
- Filter my list. See Using Task Pane Filters.
- Use the Lookup to search for records. See Using Lookup.
- Click a customer journey name on the Customer Journeys list view to open the Customer Journey detail view. See Using the Customer Journey detail view.
- View a group. See What are Groups? .
- Using the group shortcut menu. See Using the Group Shortcut Menu.
- Manage group. See Using the Groups List.
The Task Pane contains the Common Tasks section. In this section, you can:
- Add to Group. See Adding Ad Hoc Group Records.
- Remove from Group. See Removing Ad hoc Records.
- Save Records as a Group. See Adding an Ad Hoc Group.