Understanding Journey Settings

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The Opportunity Filter in Journey Settings defines which opportunities can be included in Journey Stages.

By applying the filter, you can make sure that only relevant opportunities are included in Journey Stages while excluding opportunities that don't align with the customer journey funnel, such as Disqualified or Closed-Lost deals.

To configure the Opportunity Filter, from the left navigation bar, go to Settings N.png Settings > Journey > Journey Settings. Using selectors, create a filter based on fields such as Opportunity stage, type, amount, or other relevant attributes. Click Save.

Journey Settings.png

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