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How are journey templates used in Deals?

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Vtiger CRM creates a journey template when a new pipeline is created by you. The journey template has all the sales stages present in the pipeline. You can then add journey tasks to the template.

Every journey template is associated with a pipeline. When a pipeline is used by a deal, the journey template associated with that pipeline automatically gets attached to the deal. 

Changes made to a journey template are reflected in the deals that use the pipeline pertaining to the journey template. Journey tasks are displayed under the Tasks widget in a deal record. Also, you can see upcoming journey tasks under the Up Next section on a deal.

To learn more about Playbooks, click here.
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