The Journey page is the landing page when you open ShiftUp. It gives you a single, at-a-glance view of what’s assigned to you, what you’ve recently worked on, and where you are in your onboarding.Documentation Index
Fetch the complete documentation index at: https://docs.shiftupai.com/llms.txt
Use this file to discover all available pages before exploring further.
Overview
Journey is organized into three sections:- Stats cards — Progress on your assigned account plans and strategies.
- Recent activity cards — The latest records you’ve converted, favorited, or activated.
- My ShiftUp Journey timeline — Your guided onboarding progress.
Stats cards
Two cards at the top of the page show what’s currently assigned to you and how much of it you’ve reviewed.| Card | What it shows | Click behavior |
|---|---|---|
| Account Plans | Number of plans viewed out of total assigned. | Opens the account plans list filtered to unviewed plans. |
| Strategies | Number of strategies viewed out of total assigned. | Opens the strategies list filtered to draft, unviewed strategies. |
Recent activity cards
Three cards surface the records you’ve most recently engaged with, so you can jump back into in-flight work without searching.- Recently Converted — Stakeholders you’ve converted to Salesforce contacts or leads.
- Recently Favorited — Accounts and strategies you’ve marked as favorites.
- Recently Activated — Strategies you’ve moved from draft to active.
Journey timeline
The timeline tracks your progress through ShiftUp’s guided onboarding. It’s organized into stages — each stage groups related tasks (for example, setting up your seller profile, working your first account plan, or activating your first strategy).How the timeline works
- The timeline opens automatically to the first incomplete stage, so you always know what’s next.
- Click any stage on the track to see its detail panel, which includes tasks, links, and tours for that stage.
- Completed stages are marked with a checkmark.
- When every stage is complete, the timeline collapses and displays a Complete badge — you can still expand it to revisit any stage.
Stage detail panel
Selecting a stage reveals:- A short description of the stage’s goal.
- The individual tasks required to complete it, with their current status.
- Links to relevant documentation and in-app tours.
Related
- Seller onboarding — The full onboarding curriculum surfaced in the timeline.
- Account management — How to work the account plans surfaced in the stats card.
- Strategy activation — How to activate the strategies surfaced in the stats card.