CommandCenter
Can I change the "trigger" after creating the journey?
No, once a trigger is defined it cannot be edited. You can delete it and add a new one.
Can I automatically push the prospect onto a journey based on their response to an email?
Yes, you can select the trigger based on email status. Triggers can be set for: Outgoing emails: Sent, opened, clicked, bounced, not opened, opened but not replied, not replied, unsubscribed Incoming email: Received You can also enter a criteria to ...
Can I define the order a transition must occur in?
Yes, if a state has multiple transitions you can define the order of precedence the triggers will be executed in.
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 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 ...
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 ...
How can I connect two modules in CommandCenter?
It is only possible to connect between modules if the states are defined in two different modules, for example, state 1 is in the Leads module and state 2 is in the Contacts module. By connecting between modules, you can trace where a particular ...
What are logs used for in the CommandCenter?
Logs can be used to keep records of important details. They can also be used to trace the path of the record in a transition. You can type the required details into the log text box or use the # symbol to see the complete path. For example, the ...
Can I use the smart filter to see the CommandCenter records?
Once a journey is published, a system-defined module called the CommandCenter will be created in your CRM account. All the records that participate in the journey will be listed in this module. You can use a criteria like the start or end date of the ...
What will happen when I deactivate a journey?
When a journey is deactivated, new records will not enter that process until it's reactivated. All instant actions and transitions will be stopped. However, the existing data about the journey will be retained.
What is CommandCenter?
CommandCenter is a process management tool that lets you build journeys for different business entities such as customers, products, and services. Building journeys allow you to visualize the entire path of an entity and suggest a personalized path ...
How is Commandcenter different from Orchestly?
Orchestly is a another product of Zoho which is used to build guidelines for a process to help users perform activities step by step. Orchestly cannot be integrated with Zoho CRM. CommandCenter is a process management tool in Zoho CRM that lets you ...
Can different modules be used to build a journey in CommandCenter?
Yes, you can link multiple modules by selecting the required module at each state. For example, you can build a journey for a lead through to completion of the deal transaction by linking the following modules:Lead > Contact > Deal > Quote > Invoice ...
When can I set up actions in CommandCenter?
Automatic actions can be set for each state and transition. For states you can configure instant, scheduled, and recurring actions. For transitions you can only configure instant actions. Following actions can be set: Instant actions Field update ...
Is it possible to choose when a transition will be triggered?
Yes, you can define when a transition should trigger from the following actions: Trigger Description Submission of a webform A transition will be triggered when a record enters CRM through a webform. This trigger is only available at the beginning ...
Can I set a transition for selected records only?
Yes, you can set a criteria for which records will undergo the transition. Read more about setting criteria for transitions. For instance, you can mention that only invoices above $3,000 should undergo a transition for "discount" before moving to the ...
Is CommandCenter a replacement for blueprint?
No, CommandCenter is not a replacement for blueprint as the features address different problems. Blueprint allows you to mandate certain guidelines for different business activities. For example, the lead qualification process requires a follow-up ...
What is the difference between a "transition" and a "trigger"?
A transition creates a link between two states. It lets you define the condition when a record can move from one state to another. For example, a customer record can move from "order placed" to "order confirmed" only if the "product is marked as ...