1. Access the Opportunity Board
Open your platform and locate the opportunity board used for the client journey tracker.
2. Add Additional Weeks
Scroll across to the existing weeks (e.g., Week 12).Click on "Pipelines" and then "Edit" to add more stages (Week 13, Week 14, etc.).3. Organize the Pipeline
Ensure weeks are in the correct left-to-right order for easy tracking.
4. Save Changes
Once aligned, click "Save" to finalize any modifications.
5. Set Up Automations
Go to the client journey tracker under "Automation."Review the current automation setup for each week (e.g., Week 12 moves to long-term after 7 days).6. Duplicate and Adjust Automation
Duplicate the existing automation (e.g., Week 12).Rename it for the new week (e.g., Week 13).Adjust triggers: update from Week 12 to Week 13, and from Week 13 to Week 14.7. Enable Automation
Turn on and save the newly created automation.
8. Review Workflow
Ensure the system now automatically moves clients weekly (Week 1 to Week 2, and so on).
