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Edit the Journey Name

Name Journeys Your Way

Written by Yvonne Thomas
Updated this week

Do you want more control over how your journeys appear in your dashboard? You can now customize journey titles to match your workflow. Whether that means adding a transaction ID, MLS number, client names, or a combination that helps you stay organized.
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​Step 1:
Locate the Journey where you wish to change the name and open the Journey:


​Step 2:
Click on the system assigned Journey name and a pop-up will appear

Step 3:
Type in the new Journey Title and "Confirm".

You have now officially replaced the title of the journey with your custom choice:

To undo this change, follow the same steps.
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