Journeys

Journeys help you track and manage businesses or contacts through repeatable workflows with custom stages, properties, and automations.

Learn how to create a new Journey, configure stages and run properties, and prepare your workflow for your team to use.

Master the Journey board: add records manually or via auto-enrolment, drag cards between stages, use search and filters, and automate recor…

Understand how records move through your Journey stages. Track performance metrics like time in stage, stage volume, and property-based ins…

On a journey, Auto-enrolment adds businesses or contacts when they join a group or change stage elsewhere. Auto-advance moves them forward…