How can I connect two modules in CommandCenter | CRM FAQs

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.

There are two ways to connect:
  • 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.

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