Customer Journey Plug-in
The Customer Journey Plug-in (now renamed Sugar Automate) lets administrators create easy-to-follow, visual business processes for users to complete against their Sugar records. Each journey is an end-to-end process that is split into color-coded stages, and each stage contains one or more call, meeting, or task activities that the user can complete with optional dependencies and actions on related records.
Customer Journey Plug-in Installation and User Guides
- Customer Journey Plug-in User Guide
- Customer Journey Plug-in Administration Guide
- Customer Journey Plug-in Installation Guide
Customer Journey Plug-in Release Notes
- Customer Journey Plug-in 5.10.0 Release Notes
- Customer Journey Plug-in 5.9.0 Release Notes
- Customer Journey Plug-in 5.8.0 Release Notes
- Customer Journey Plug-in 5.7.0 Release Notes
- Customer Journey Plug-in 5.6.0 Release Notes
- Customer Journey Plug-in 5.5.0 Release Notes