FAQs in this section
How can I create a journey task?
Follow these steps to create a journey task:
- Click the Menu icon.
- Go to Sales.
- Click Journey Templates.
- Select a pipeline from the drop-down menu.
- Create Journey tasks for each stage in the pipeline. To add a journey task:
a. Click Add Activity.
b. Select the activity type – task, meeting, or call.
c. Enter the details.
b. Select the activity type – task, meeting, or call.
c. Enter the details.
- Click Save.
To learn more about Playbooks, click here.