FAQs in this section
How can I create a journey template?
How can I create a journey task?
What is task dependency?
How can I set up a task dependency?
What are task delays?
How can I set up a task delay?
How are journey templates used in Deals?
How are start date and start time set for journey tasks?
How are the due date and time set for journey tasks?
What are Journey Templates and Journey Tasks?
Table of Contents
A deal journey template allows you to define the selling process for a specific pipeline. Each template consists of a sequence of journey tasks that sales reps must complete in each sales stage. You can add the following types of activities as journey tasks.
- Task
- Meeting
- Call
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