Create a new Journey Plan

1. Click Create Journey Plan.
   
2. Enter the required details:
   • Name
   • Start Date
   • End Date
   • Recurring Pattern
3. Under Customer & Team Management:
   • Add the customers to be included
   • Assign the relevant agents to the Journey Plan
4. Once completed, click Create at the top of the page.

Your Journey Plan (JP) will be created successfully.

Editing a Journey Plan

If you wish to edit your Journey Plan, please refer to the link below:
 [Insert JP Edit Link]

 Notes

• Ensure the date range and recurring pattern are set correctly before creating.
• Verify that the correct customers and agents are assigned.
• Changes can be made later if needed, depending on system permissions.