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Customer experience | Sales, Customer Insights,...
Answered

Creating Opportunity using customer journey

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Posted on by 407

Hello,

I have started to marketing module.

I was wondering how can I create Opportunity through customer Journey.

Workflows created for contact are visible not for opportunity.

Please help me to clear my doubt

I have the same question (0)
  • Verified answer
    Nya Profile Picture
    29,060 on at

    Hi Aniket,

    Please create an on-demand workflow something like the following screenshot and insert it into the customer journey.

     pastedimage1623741209153v1.png

    pastedimage1623741216733v2.png

    It allows to create opportunities for the audience of the journey who are contacts.

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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