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How to use the Customer Journey Plug-in

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Overview

This course is designed to provide basic training on the Customer Journey Plug-in for end-users. After completing this course you will be able to:

  • Understand what the Customer Journey Plug-in is
  • Recognize the User Interface,
  • Start a Customer Journey for a Record
  • Complete a Customer Journey
  • Customize a Customer Journey for a Specific Record

Lessons

Customer Journey Plug-in Overview
Starting a New Customer Journey
Working with a Customer Journey
Quiz: How to Use the Customer Journey Plug-in

Price: FREE

Please email university@sugarcrm.com if you have course feedback or need assistance