Journey Phases

Customize your Journey Phases

Written by Kate Neal
Updated over a week ago

Do you call your journey phases - implementation, adoption, renewal? Or Onboarding, Change Management, Steady State? Or maybe something else entirely? Whatever you use, Staircase can support!

Step 1

Login in, click the settings cog on the left side panel, open configurations and click 'journey phases'.

Step 2

Add all desired journey phases by clicking to 'add journey phase' and entering the desired title.

You can add a customer's journey phase either manually in their settings page or pull it in from your CRM.

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