Requires administrator rights or the following permission:

Journeys


Create a specific sales campaign for agents based on a shared campaign. Add leads to an individual sales campaign based on the agent who sold to the lead on the shared campaign.

This is beneficial if you're primarily working from same campaign and want each agent to subsequently sell to the same customers from their own campaign.


  1. Create a Leads Journey from the Start page.

  2. Give your Journey a name in the top left corner.

  3. Choose if you want the Journey to trigger on all campaigns or only on specific ones.

  4. Now, create the rest of your Journey as shown below:

    NB: The action Update lead moves the lead from the first campaign and to the individual campaign. If you want to keep the lead on the original campaign as well, choose the action Add lead to campaign.

  5. When you are done, click Activate in the top right corner.


Did this answer your question?