Overview
Journeys is myne’s internal stage-based workflow for tracking customers or businesses through a defined process. The drag-and-drop board gives teams a simple way to understand current status, ownership and the next action without separating workflow from customer data.
What you can do
Move contacts or businesses through ordered stages
Visualise relationship progress on a board
Trigger messaging and tasks from stage changes
Keep B2B and sales workflows in one place
How it works
Create a journey and define its ordered stages.
Add eligible customer, contact or business records to the board.
Move records as progress occurs and use stage changes to coordinate follow-up.
Requirements
Active myne account with Journeys enabled
Defined process and stage structure
Customer, contact or business records
Team access and ownership rules
