What is Journeys?
Journeys is part of myne. It is a stage board for businesses or contacts moving through a process, such as lead, proposal, and closed. You drag a record from stage to stage, or an automation moves it forward.
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 businesses or contacts through ordered stages. The choice is locked when you create the journey
Visualise relationship progress on a board
Enrol a business or contact when they join a group, and advance them only forward
Keep the next call as a task on the business or contact
Data synced
A journey tracks businesses or contacts. You choose one when you create it, and you cannot change that later
Each record on the board is a run, with its own stage and optional run properties
Auto-enrolment can add a business or contact when they join a group, or when they move stage on another journey
Auto-advance only moves a run forward
How it works
Create a journey and choose Businesses or Contacts.
Define the stages. Add records by hand, or with an auto-enrolment rule.
Move runs yourself, or let auto-advance move them forward when the conditions match.
Full setup steps: What are Journeys?. Automation: Automate movement through a Journey.
Requirements
Active myne account with Journeys enabled
Defined process and stage structure
Customer, contact or business records
Team access and ownership rules
Limitations
A journey cannot hold venue customer profiles. It holds businesses or contacts.
The business-or-contact choice is locked after the journey is created.
Auto-advance never moves a run backwards.
FAQ
Journeys or Automations?
Journeys is the stage board. Automations run actions from behaviour. They can be used together.
Can one board cover venue customers and wholesale?
No. Pick Businesses or Contacts for that journey. Venue customers stay on customer profiles.
Can records move on their own?
Yes. Auto-enrolment adds them. Auto-advance moves them forward when the conditions match.
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