Journeys

A visual editor to design, monitor, and manage how information flows through the system.

Journeys allow records to move between areas of Corvaxa based on defined criteria or events.

Example – Lead Journey:

• The Journey
  • Lead
  • Initial conversation
  • First meeting
  • Proposal generation
  • Presentation
  • Negotiation
  • Sign-off
  • Onboarding
• The most common Journey a new prospect moves through with our customers. An “Opportunity” in the system is turned into a “Customer” when the Journey reaches a certain stage, and can create “Tasks” based upon the stage in the journey.
• Journeys can automatically convert opportunities into customers and create tasks as stages are reached.