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How can I create a journey task?

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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.
To learn more about Playbooks, click here.
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