Journey Plans

Articles with the instructions on managing Journey Plans in IntelliBrand console.

Journey Plans - Manual Imports
Important note: This only works if your Journey Plan data isn't being sent from the FTP server, and you have a manual Journey Plan import set up in th...
Thu, 9 Dec, 2021 at 11:47 AM
Journey Plans - Adding a Journey Plan for a Rep
Important note: You can only use this approach if your Journey Plans are not being sent from an automatic import. If there is an automatic import from a ba...
Thu, 9 Dec, 2021 at 11:49 AM
Journey Plans - Push Calls Forward
Push Calls Forward functionality in the console can be used to change the Next Call Date for a particular rep's Journey Plans.  It is intended to be u...
Thu, 9 Dec, 2021 at 12:12 PM
Transfer Calls
To transfer calls from one Rep to another can be done in the Console under Transfer Calls. Select on Master Data > Users & Journey Plans > Tra...
Thu, 9 Dec, 2021 at 2:15 PM