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Search for an existing journey, or select a new journey.

Choose the appropriate journey type and add the contact or contacts.

Review the journey details and the available tabs.

Invite your client when the journey is ready to share.

1. Open Journeys.
2. Search for an existing journey, or select a new journey.
3. Choose the appropriate journey type and add the contact or contacts.
4. Review the journey details and the available tabs.
5. Invite your client when the journey is ready to share.

Each journey card shows the journey name, the number of activities, when it was last touched, the contacts attached, the owner, and any co-agents. Filter by Active, Closed, Archived, or All, or search by name or title.

Buyer and seller journeys share several tabs and core features, but the information displayed and the way certain tools are used will differ depending on whether you are representing a buyer or a seller. Each article in this collection notes which side it applies to.

Clients see only the journey you invite them to, and only the parts of it that are client-facing.

<a href="https://support.rayse.com/en/articles/16864064-journeys-creating-and-organizing-a-journey-using-rae">Journeys: Creating and Organizing a Journey using Rae</a>

A journey is the working folder for the services you provide to one or more contacts. It brings progress, properties, milestones, offers, activities, and follow-through into one place.

Journeys: Creating and Organizing a Journey on your Rayse Desktop

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Journeys: Creating and Organizing a Journey on your Rayse Desktop

How to start a journey

What you will see on the Journeys page

Buy side and sell side

What your client sees

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