FAQs: CommandCenter
1. 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 based on their reactions at each stage, and automate actions like sending emails and updating fields in the entity's record.
2. 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 call at the negotiation stage and sending a quote before moving the lead to the next stage.
These activities must be performed in the right order and at the right stages for a transition to occur which will move the lead to the next state.
CommandCenter, on the other hand, is a process management tool that lets you build end-to-end journeys for different business entities such as customers, products, and services and automate them based on what happens at each state.
For example, a customer who abandons items in their cart is sent an email alert every 15 days, but if they complete the purchase then a promotional email will be sent instead.
3. 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.
4. 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:
5. What is Transition in the CommandCenter?
6. What is the difference between a "transition" and a "trigger"?
Yes, you can set a criteria for which records will undergo the transition. Read more about setting criteria for transitions.
8. 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 of the process or for the first transition of a process. |
Creation of a record | A transition will be triggered when a record is created in the specified module and layout. |
Editing a record | A transition will be triggered when a record is edited. You can also add a condition. For example, whenever the lead status is changed to "Qualified", a payment link must be sent. |
Receiving an API call | If you want to invoke any transition from a third-party application, you can select this option and copy the API URL we provide. Specify the parameters to be passed along with each API call. You can select a maximum of six parameters from the following data types: string, number, date, date/time, boolean. |
Approval of record | A transition will only be triggered if a record is approved. For example, an order will only be placed on payment approval. You must select which approval process the record belongs to. |
Rejection of record | A transition will be triggered on rejection of a record. For example, the order will be canceled if the payment fails. You must select which approval process the record belongs to. |
A date/date time | A transition will be triggered on the date or at the time specified in a date or date/time field in a module. |
SalesSignals from communication channels | A trigger can be initiated based on the response received to emails, chats, calls, support tickets, or marketing campaigns. |
Read more about triggers in CommandCenter.
9. When can I set up actions in CommandCenter?
Field update
Email notification
Task: three per state
Webhook
Function
Add or remove tags
Slack and Cliq notification
Scheduled actions
Field update
Email notification
Task
Webhook
Function
Recurring actions
Field update
Email notification
Task
Webhook
Function
10. 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:
11. Can I assign a task to a user when I add it in CommandCenter?
Yes, you can add a task as an automatic action in a state or transition and select the assignee.
State: A task can be added as an instant, scheduled, or recurring action.
Transition: A task can be added as instant action.
12. What will happen when I deactivate a journey?
13. Can I use the smart filter to see the CommandCenter records?
14. 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 screenshot below shows which journey the record belongs to, the name of the transition, when was it triggered, the action that was triggered, and the result. You can insert a log like this by entering the #symbol and select the right values.
15. 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 record came from and identify the action that propelled the record to the next state.
Reference: The path generated by the system shows the connection between the modules, transition, and the trigger.
Lookup field: A contact lookup in the Leads module.
16. Can I see the amount of time a record spent in a state?
17. Can I set the deadline for a record to be in a particular state?
Escalate the record to any user using the following categories:
Users
Groups
Roles
Record's owner, creator, or record owner's manager
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.
18. Can I define the order a transition must occur in?
19. 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 select the trigger on specific emails. For example, if the prospect clicks on a link in your registration email, they will be added to a journey.
20. Can I change the "trigger" after creating the journey?
In this article, you can find detailed answers to the frequently asked questions about CommandCenter. We have covered questions about its conceptual and technical aspects. However, should you have more questions, feel free to drop them in the feedback section or write to us at crm-useredu@zohocorp.comAccess your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Difference between CommandCenter, Blueprint, Orchestly, and Zoho Flow
This document will explain the difference between different Zoho applications that are used to build and manage business processes. Comparison metric CommandCenter Blueprint Orchestly Flow What does it let you do? Build a journey in CRM to get an ...Blueprint: Sample Process Flow
Sample Process Flows In the following slide deck, you will find sample process flows for business from various sectors such as Education, Real Estate, Insurance, Banking and Finance. These are generic process flows meant to give you the perspective ...FAQs: Blueprint
What is a Blueprint and how it is useful for my business? Blueprint in Zoho CRM is a sophisticated tool designed to digitally replicate and streamline a business's offline processes within the CRM software. It's particularly beneficial for companies ...FAQs: Review Process
1. What is the purpose of a review process? A review process allows you to check and validate the values of a field before the record enters the CRM system. For example, responses entered for fields such as qualification, eligibility criteria, GPA, ...Designing a Blueprint
Building a process is largely a 3-step procedure. Enter Basic Info: Specify the module, layout, and field for which the process should be created. Define the Process Flow: In the Blueprint Editor, define the process flow right from the Starting or ...