Adding or modifying a Customer Journey Note step

You can use this page to add or modify a customer journey note step in a stage. A note step in a customer journey enables you to add additional information to the step.

To add or modify a customer journey note step:

  1. Select Administration > Customer Journey on the Navigation Bar. The Customer Journey list view is displayed. See Using the Customer Journeys list view.
  2. Click the required customer journey from the list or use the Lookup to select a customer journey. The detail view of the selected Customer Journey is displayed. See Using lookup.
  3. Click the Add Step icon corresponding to the stage required on the Stages/Steps tab. The Add Step window is displayed.
    Note: 
    • You can only add steps to a Stage. If required, you can click the Add Stage icon on the toolbar of the tab, to create a new stage.
    • To modify the step, you can click the step name link.
  4. Specify this information on the General tab:
    Step Name
    The name of the step.
    Note: You must specify this value.
    Description
    A brief description of the step.
    Order
    The numeric order value of the step within the customer journey, that determines the order in which steps must be performed.
    Note: This value is defaulted, and you cannot modify the value.
    Required
    Select this check box to indicate that the step is required and must be completed before proceeding with the next step.
    Action
    The action type of the step. Select Note from the list.
  5. Click the Note Options tab and specify this information:
    Regarding
    The reason for this Note step. Possible values:
    • Meeting notes
    • Phone meeting
    • Proposal
    • Qualification
    • Questions
    • Technical notes
    Priority
    The priority order for the Note step.
    Category
    The category of the Note step. Possible values:
    • Qualification
    • Technical
    • Project X
    • Project Y
    • Lead Conversion
    Note: The additional notes specified for the step.
  6. Click OK to save the step and close the window.
    Note: You can click Save and New to save the record and create a new customer journey step.
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