Customer Journey Stages/Steps tab
The Customer Journey Stages/Steps tab is used to
manage the stages and steps associated with a customer journey.
To view the Customer Journey Stages/Steps tab:
- Select Customer Journey on the Navigation bar, . The Customer Journey list view is displayed. See Using the Customer Journeys list view.
- Click a customer journey in the list or use the to locate a customer journey. The selected customer journey detail view is displayed. See Using lookup.
- Click the Stages/Tasks tab, on the Customer Journey detail view. See Using the Customer Journey detail view.
Note: The system administrator and users with the appropriate role
can access these features.
On this page you can:
- Add a stage. See Adding or modifying a customer journey stage.
- Modify a stage.
- Copy a stage. See Copying a customer journey.
- Delete a stage. See Deleting a customer journey stage.
- Reorder stages: Select the stage you require to move and use the Move Up and Move Down arrows.
- Add a step. See Adding or modifying a customer journey step
- Modify a step.
- Copy a step. See Copying a customer journey step.
- Delete a step. See Deleting a customer journey step.
- Reorder steps: Select the step you require to move and then use the Move Step Up and Move Step Down arrows.