Customer Journey plug-in question

Hello Melissa, 

The Customer Journey Plug-in is actually quite versatile in it's CRM applications. Think of it as a process visualizer catering to your business rules/best practices. I've attached a screenshot that supports CRM user adoption particularly for Account Management. 

Here we have an on-boarding journey on the accounts module walking the assign sales rep to the particular account step by step on how to manage this account. Of course, depending on your business rules, this journey can be manipulated to fit your needs.

Hope this helps!

Thanks for the reply Adi. Can you help me understand how these tasks get executed?

As in, are they automated or do I manually change their colors (based on completion I'm assuming)?

Thanks in advance.

Thanks for the reply Adi. Can you help me understand how these tasks get executed?

As in, are they automated or do I manually change their colors (based on completion I'm assuming)?

Thanks in advance.

Hi Melissa Neff

These tasks can be updated manually or better yet for Sugar Enterprise users, the Customer Journey Plug-in works seamlessly with Advanced Workflow in automating simple to complex actions depending on Journey.