There are two types of journey plans that can be uploaded for a team.


Fixed plan – when the accounts to be visited are random & not on a recurring basis.


A fixed plan can be used in the following scenarios

a)Journey plan to be defined for a few users or accounts

b)Journey plan is a short term activity. It does not prolong for more than a month

c)Defining a journey plan is not a regular activity.

d)If the plan is dynamic every month.



Recurring plan – when the accounts to be visited needs to be done on a recurring basis.

Recurring plan can be used in the following scenarios (Recommended: Since this is a one-time activity)

a)A journey to be defined for a large number of users or accounts

b)Journey plan is a long term activity. It has to be done continuously for months.

c)Defining a journey plan is a regular activity.

d)If the accounts to be visited is almost same every two months