Other Journey Progress Goal

This goal node is used to check another journey/lead's status. Note that this goal is only be triggered for the assigned profile of the other journey i.e the Sales Person.

 

Settings

Other Journey: Set the journey that will be checked in order to trigger this goal.

Lead Action: Set the action the above journey must achieve to trigger this goal. For example, CLOSED will trigger this goal when that journey/lead has been closed. 

Enter Stage: This will move the lead to the specified stage when entering this node.

Achieved Stage: This will set the specified stage of the lead to achieved when entering this node.

Source: Select from sources that can be configured in the journey settings.

Cost: Set the cost for the lead.

Probability: Set the probability for the lead.

Timeout: Set a timeout to the node that will continue the journey using the when timeout connection when the timeout reaches 0.

Time: If set this will cause a timer to execute at a specific time, as well as after the specific delay.

Timeout relative to Date: If set this will cause a timer to calculate execution time relative to this date.

 

Connections: 

When timeout: continues the journey using the connected node when the configured timeout setting is reached. 

When done: continues the journey using the connected node when the configured journey undergoes the configured lead action.

When entered while timeout has passed:  continues the journey using the connected node if the configured timeout setting is reached when entering this node.

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