FAQs in this section
What are Journey Templates and Journey Tasks?
How can I create a journey template?
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 task?

Follow these steps to create a journey task:
  1. Click the Menu icon.
  2. Go to Sales
  3. Click Journey Templates.   
  4. Select a pipeline from the drop-down menu.
  5. 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.
  1. Click Save.
 
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