FAQs in this section
What are Journey Templates and Journey Tasks?
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?
How can I create a journey template?
Table of Contents
Vtiger CRM creates a journey template when a new pipeline is created by you. You can then add journey tasks to the template. To view journey templates, go to Tools > Journey Templates.
To learn more about Playbooks, click here.
To learn more about Playbooks, click here.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment