Adding or modifying a customer journey stage

You can add or modify a customer journey stage. Customer Journey stages are a collection of steps. For example, the steps in a stage called Qualify can include Solicitation Call, Send Information, and Follow-up.

To add or modify a customer journey stage:

Select Customer Journey on the Navigation bar, Administration > Customer Journey. The Customer Journey list view is displayed. See Using the Customer Journeys list view.
Click the customer journey in the list or use the Lookup to locate the customer journey. The selected customer journey detail view opens. See Using lookup.
Click the Stages/Steps tab.
Click the Add Stage on the tab toolbar to create a new stage.
Click the stage name link of the stage to modify.
Specify this information:

Name

The name of the stage.

Order

The numeric order value of the stage within the customer journey. Determines the order in which stages should be completed.
Note: This is read-only.

Description

A brief description of the stage.

Probability

The probability of successfully completing the customer journey after completing the stage.
Note: The probability must increase as each stage is completed.

Expected Days in Stage

The number of days it is expected to complete the stage and associated steps.
Click OK to save the stage and close the window.

Note: You can also click Save and New to save the record and clear the check box so you can create a new customer journey stage.