Customer Journey board

Open Customer Journey in the sidebar. The Customer Journey Pipeline shows your customers in four columns, one per lifecycle stage:

Onboarding → Adoption → Value realization → Growth

Each column header shows how many customers are in it.

What a card shows

• the customer’s logo and name
• its tags
• its health score and score band
• its pinned playbook, if it has one, with its progress and due date

Click a card to open the customer. See The customer page.

Move a customer to another stage

Drag the card to another column. The customer’s lifecycle stage changes to that column.

If the customer has a pinned playbook that isn’t completed yet, you are asked Are you sure? first:

• Click Complete to complete the playbook and move the customer.
• Click Close to leave the customer where it is.

See Playbooks for how to pin a playbook.

Narrow down the board

The board has the same tools as the customer list:

• Search customers finds a customer by name.
• The tabs All Customers, My Customers, Churn Risk and Growth Potential work as on the customer list.
• The funnel icon opens the Filters panel.
• Sort changes the order of the cards in each column.

See The customer list.

Removed (archived) customers don’t appear on the board.