Can I see the amount of time a record spent in a state?
Yes, we provide system-defined reports that can help you see the average time a record spent in each state. The records can be filtered based on days, weeks, and months. The Average time taken in each state report will show you the amount of time a record spends in each state. You can see where delays occur, pinpoint bottleneck states, identify the states that have the most stagnation, and see the time taken for a transition.
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Can I set the deadline for a record to be in a particular state?
Yes, you can set a limit for how long a record can stay in a particular state. You can also choose what should happen to the records after a state has reached its deadline—the record can either be escalated or moved to another state. Escalate the ...
What is state in the CommandCenter?
Each step that a record takes from the start to end of a journey is called a state. For example, a deal moves through the following stages or states:Follow-up > Qualification > Negotiation > Discount approval > Deal Final > Closed won.
Record Owner Suggestion in Assignment Rule
Zia can suggest a suitable record owner(s) based on specific criteria. If the organization has setup assignment criteria then Zia will draw a pattern from those rules to identify the most suitable record owner. For example, you can set a criteria ...
Customizing Record Detail Page Using Canvas
The canvas list view provides ways to customize the record display in the module list. You can add record images, use custom buttons to represent fields, use specific font style or size for the field labels, change the alignment of field types and ...
Best Time to Contact Customers
We often hear telecallers asking, "Is this the right time to talk?". Though most of the times our response is not affirmative, have you wondered why is it important for them to know whether it is the right time to contact? Because, ...