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.
An email notifications will be sent to the selected user.
Move the record to the any of the previous states in your process. For example, the record can be moved to the Order Canceled state according to the SCM process.
The option to select a deadline will only be available after you have added a transition.
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I want to be automatically notified of idle records in CRM. Say, when a lead has remained in a particular state for over 14 days, an email should be automated to sales managers in CRM. Is this possible?
Yes. You can automate an email notification if a lead has remained in a particular state for a long period of time, say 14 days. Use scheduled actions in workflow rules to do this. Here's how you create scheduled actions in workflow rules: ...
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 ...
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.
Can I edit a Blueprint stage field to go back to a previous state?
No. If you have built a Blueprint on a certain status field, you cannot edit this field while a record is still in the Blueprint. However you can use a simple workaround to roll back to a previous state. This answer is provided in two parts. a)Why ...
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 ...