Enhance Your Facility's Sales Process with airSlate SignNow's Sales Automation CRM for Facilities

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hello everyone very good morning it is a pleasure to welcome you all to another workshop in our virtual workshop series i hope you've been keeping well and staying safe over the week uh before we move forward with the session let us do a quick audio and video check if you can hear me see me and the slider that i'm sharing with you right now please acknowledge to the chat window on your left i hope i'm loud and clear and the audio video is fine thank you so much thank you so much for that let's just wait for a few more minutes for restaurant deals to join the station and while we wait for them uh my colleagues will be posting the links to our social media handles right there in the chat box please do follow us and keep yourself posted on upcoming events and other workshops that we planned for the region and in case you happen to miss our previous workshop not to worry we'll share the recorded link with you you can have a look at it at your own convenient time and even today's workshop is going to be recorded end-to-end and that recording will be shared with you shortly after the session okay let me quickly check if you have enough number of certainties i guess we're good to go and move forward with this session starting with an overview of showtime there are a couple of tabs towards your left let me point them out one by one starting with a question step if you have any questions during this session please be sure to post them in the questions tab this will help us answer all your questions one by one in an orderly fashion and this also ensures that none of your questions go unanswered and then we have the post we will be rolling out a few posts throughout this workshop please to participate in all of these posts to make this session an interactive one and then we have the chat window we'll all be active there if there is any issue with audio or video you could always let us know through the chat window however if there is such an issue i would suggest that you refresh your browser because uh 90 percent of the time it tends to solve the problem and as i suggest that you use a chrome browser for seamless showtime usage and last but not least we have the handouts wherein we've attached a pdf with help links that is aligned towards today's session you can download them anytime before the session ends all right the topic for today is rally your sales effort with the all new command center features crm and this workshop is powered by zoho crm i'm john wilford and evangelist with zoho so is my colleague anjana mahesh and we will be your host for today on the q a we have shravani and matish who will be answering all your questions while your trainer pamila is going to take you to the hands-on training session and just before we start just a few quick pointers please make sure that you have signed into your zoho account if you wish to shadow our actions and you may not have been privileged to access certain features within zoho crm and they do not mess with any of the existing settings but not let's not disturb them if you wish to try something out you can you know create a test instance that you can get rid of later all right do we have any questions i don't see any questions i know it's too early for questions however i do have a question for you and that is going to be the first poll for today it's a pretty straightforward question are you aware of command center it's a brand new feature in zoho crm okay interesting so for those of you who know what this feature is so you know this session will tell you some of the interesting facts about that feature and for those of you have no idea about this feature this is going to be an eye opener for you thank you all so much for your active participation let me now quickly display the results and jump to today's agenda which is going to be an overview of the session followed by the hands-on by pamela and there will be a recap before we have this workshop by anjana well that's it from me thank you all so much for your time and patience without further ado i'll welcome tamila to take the session forward formula the virtual stage is all yours thank you so much john hello everyone thank you for joining the session today my name is pam and i'm happy to be delivering this session today i'm going to explain what is command center and how it works by the end of the session i'm sure you would have learned what is command center and how it works and i'm sure you can design your own command center process in your crm account without any further delay let's get started what is command center so we released this feature last year in 2020 so command center allows you to build your entire customer journey by connecting multiple modules you can also design end-to-end customer journey using this command center feature in simple terms when you have an organization definitely you will follow a business process am i right when it comes to business process a lot of teams will be working in it or a lot of departments or in other words we need lot of modules correct so the same thing can be implemented using command center you can define your own business process by connecting multiple modules together in command center so let's check a simple sales process which i am following in my company and for the today's session i have taken an example of a printing company so you all can imagine that i have a printing company and we print cards so this is just an example which we have taken for today's session so first in my company we create leads so when someone visits my office i get the basic information like first name last name email address phone number and the business related information like what type of card they are looking for and how many cards needs to be printed delivery date i'll get the business related information and the basic information and i'll create a lead in the leads module so if i get 50 leads in a day do you think that all 50 leads will immediately provide orders to me no right so 45 out of 50 customers they will ask me to follow up they'll ask me to call back after two days or they will ask me to send an email after one or two days so i have to follow up with these leads and i have to convert the leads to contact so in the fast moving world we should not miss out any business opportunities correct so if they are asking me to give a call back after two days yes i have to follow up so we perform certain actions correct it could be a task it could be a meeting or it could be a callback correct so first we create leads and then we follow up by creating some actions in zoho crm and then if you think that this particular lead will go ahead and purchase your product you will be converting the leads to contacts and accounts correct so when you get an individual you will enter first name last name email address and phone number but if the lead is working in a specific company you will have company field in zoho crm wherein you can enter the company name so you will have company field you can enter the name of the company where the lead is working in the company field in zoho crm so when you convert the lead leaks will be converted to contact and the company information which you enter in the company field will be converted to account so accounts are nothing but the organizations where the contacts are working and then again you will follow up you will perform certain actions like you will update fields you will call the customer or you will send some emails correct so and then you will be associating a deal to the contact deals are nothing but the potentials or opportunities which can be associated with the contact or account so based on the requirement either you can associate it with a contact or the account again in the deals module you have stage field and you will have lot of stages again you will be moving the deal from one stage to the other stage so finally if the contact is okay with your product then you can mark the deal as closed one otherwise you can mark the deal as closed lost so this is a simple business process which i'm following in my company and most of the companies following the same process first they'll create lead and then they'll convert the lead to contacts and accounts and then they will associate them and if you ask me a different business process even after deal creation you can create code and then you can send it to the customer so codes are nothing but the quotations or estimates so once after seeing the code if the contact is okay then you can convert the code to either sales order or invoice so this is another business model so based on your business requirements you can connect different modules together using this command center feature in other words we are defining the end to end customer journey using this command center feature so when you use command center it makes customer it provides seamless journey to the customers and not only to the customers but for the users as well so you can create a lot of automations in command center so automatically you can move the brackets from one module to the other module you can update fields you can add tags or you can remove tags you can send emails there are a lot of automations in command center feature so if you had attended last two workshops in the first workshop we discussed about blueprint and in the second workshop we discussed about zoho crm and its integrations right so in the first workshop we discussed about blueprint when i explained the blueprint feature i said that you can define the entire business process using blueprint correct but in command center also i'm mentioning that you can define your entire business process by connecting multiple modules so what's the difference between command center and the blueprint feature if you have a business process within a specific module you can use blueprint so blueprint works only for picklist fields and it can be implemented only within a specific module but you can define the entire business process by connecting multiple modules together using command center you can define end-to-end customer journey so when i say end-to-end customer journey definitely you will use a lot of modules right you will get leads you will convert it to contacts and accounts you will associate deals and then you will send invoice correct so you can define the entire business model by connecting different modules together using command center feature and when it comes to command center we have lot of trigger actions example when you create a record we can trigger command center when you edit a record or when you get a record from a web form or whether when you get an apa call or when you get a response from your survey if you have integrated disk and sales iq if you get a missed chat or if you have integrated disk and if you get a new ticket you can trigger these actions and even in command center we have states in transition in blueprint also we have state and transition but we have lot of trigger actions in command center and in command center we have instant actions schedule actions and a recurring action in blueprint we have only instant actions in command center you can also schedule your actions and we have recurring actions as well so we'll be seeing all these features one by one in the upcoming slides so these are the main differences between the command center feature and the blueprint what are all the core elements of command center so if we know these core elements easily you can create your own business process using this command center feature so these are the three main elements in command center the first one states second one transition and automatic actions states states are nothing but different stages in your business process you can create different states and you can link different modules if you need leads and then if you need contact and deals we need to create three different states one for leads another for contact and another one state for deals so this is how you need to create different states and how can i connect these states together it can be done using transition so transition is nothing but a link to connect two different states in command center and in the transition you can define actions so what are all the actions you can send emails you can update fields you can add tags you can remove tags you can create records in different modules you can trigger custom functions web books you can also create tasks and so on so i'll be explaining about all these actions uh when i show my test account so the three main elements of command center are states states are nothing but the different stages in your business process in order to connect the states we need a transition the transition is nothing but a link to connect to different states and in the transition you can define action and i would like to tell you one more thing about this command center even in the states you can trigger action not only in transition even in the states you can trigger action all right so i'm going to show you the command center feature in the test account so here i have my test account open so let's assume that i'm the home tab you can click on setup setup is the icon at the top right corner the gear icon at the top right corner and here you will have process management and below this you will have command center so i have already created my business process so i have named it as sales process and here the right side you will have create journey so you will have this button create journey using which you can create your own business journey with this command center feature so i'm going to click on this create journey button and you can provide a name if you have any description you can enter it here in the description and you can click proceed so this is how the ui will look like you you need to click on this plus icon and you need to create different states states are nothing but the stages in your business model suppose first if you need leads and then contacts and accounts and deals you need to create four different states it is very simple you can just double click on this plus icon and you can provide name to your state so before we proceed with the core elements like before we create states and transition i'm going to give you one minute time you can try it in your account so you can try this command center feature in your account and check how it works you can click on setup set up as the gear icon at the top right and then you can click on process management you will have command center option please click on command center if you have already created one please do not disturb that you can create a test command center feature and check how it works please do not disturb the existing command center you can click on create journey and you can provide a name if you have any description you can provide it and you can click create which will take you to the command center interface so now you will have the plus icon you can double click on it and you can create your first date so i'm going to create it in my test account as well so yes let's go back to the command center feature and i'm going to double click on this plus icon and i'm going to create the first date yes i have clicked on the plus icon and i have and i have entered leads and here you need to select the module so i'm selecting leads here so please save it once after selecting the module similar to this you can create different states i'm creating contacts and i'm selecting the context module now i'm going to link start and the lead state by creating a transition so i'm going to click on this plus icon and i'm going to enter the transition name get requirement so in this transition we will be sending welcome email to the new leads and i'll be creating a follow-up task and here you can see the trigger on option so from here you can choose the trigger so i'm going to click on choose trigger you will have lot of trigger actions so do you see here lot of trigger actions so the first one is receiving an api call you can create records in zoho crm from any third party applications using api provided the third party should be compatible with zoho crm so if you are receiving an api call you can trigger this command center when you receive a custom signal yes you can trigger this command center if you create a web form and if you get a lead or a record from a web form yes you can create it so web form is nothing but a form which can be created in zoho crm once after creating a form it will generate a code you need to embed the code in your website so that you will get a form in your website when visitor submits the form or when visitors uh enters the information and click submit in your website a record will be created in your crm account so on web form submission also you can trigger this command center feature or even when you create a record manually you can trigger this command center edit of a leap yes you even if you edit early you can trigger this and approval if you have already set an approval process if a record is approved or rejected then we can trigger command center and based on a date field or date and time fee we can trigger this and do you see here we have lot of options based on emails if you have sent an outgoing email even based on that we can trigger this feature and if that email is opened if the outgoing email is opened yes you can trigger command center clicking an outgoing email which means if you have embedded a link in the email when the recipient clicks on the link in the email then yes we can trigger this action so next we have bounce of an outgoing email outgoing email not opened an outgoing email open but not replied by the recipient we can trigger this command center so we have lot of options if you could see this one by one we have lot of options first we discussed about emails correct then we have telephony integration so these are some of the triggers based on telephony integration so if you have integrated your telephone service provider based on incoming uh calls you can trigger this command center and even based on outgoing calls left unattended you can trigger this next if you have integrated your zoho sales iq account with zoho crm you can trigger this feature so using zoho sales iq you can track visitors information if you have a website you can create chat option and you can embed it in your website when visitors visits your website they can see a chat option so do you see here chat with us option so they can enter their name email address and they can type their message and they can initiate the chat and it will be attended by the users and sales iq so this can be implemented using zoho sales iq and if you have integrated your zoho sales iq account with the host crm and if a visitor initiates a chat and if it is uh if it is not attended by any one of the users and or any of the users in your sales iq then we can trigger this command center so miss chat and even if you have integrated your desk using desk you can create support tickets suppose if you have your website you can sell your products correct you can enter all the products that you sell in your company in your website when visitors visits your website they can see the products and they can purchase the product and after some time if they have any issues in your product they can send an email to the support email address which is mentioned in your website so that a ticket will be created in the whole desk you can also manually create tickets and zoho desk so if desk is integrated with crm whenever you receive a new ticket you can trigger this command center feature so we have lot of options so if you could see here this is based on zoho campaigns zoho campaigns is nothing but an email marketing software using which you can send emails so if if you get an incoming email if you get an email or if you send an outgoing email and if it is opened by the recipient you can trigger this command center feature similar to this we have survey using zoho survey you can send service to your leads and contacts and you can get survey response if you have integrated it with crm you can send survey from crm and you can see the save you can see the survey response in crm as well so whenever you receive a survey response you can trigger this feature so based on different zoho applications integrations also you can trigger this command center not only based on crm even if you have integrated sales iq or zoho campaigns or zoho desk or zoho survey you can trigger command center so definitely it will be very much helpful when you when it comes to a real-time business scenario right so yes you can select your trigger option here i'm going to select creation of a lead and here you will have an option to select layouts you can select any layout or a specific layout now i'm going to select any layout option and you can click save and below this we have add condition option if you would like to trigger this command center only for a specific set of records you can provide the criteria here but now i'm not going to provide any criteria i would like to trigger this feature for all the records so yes i created different states and we connected two different states using a transition and i just provided a name to the transition and then i selected trigger on that is i selected the trigger option creation of a lead is my trigger and if you have any criteria you can click on add condition and provide the criteria and next we have actions from here you can trigger the actions you will have add actions button you can click on it and you can see different options which we have here so here first one is field update using which you can update any fields in zoho crm add tags tags are nothing but a keyword which can be used for our own reference suppose if you would like to tag a specific keyword to a record you can use tags option in zoho crm so even in command center by clicking on actions you can see instant action in the instant action you have lot of actions first one field update and add tags and then we have email notifications using which you can send emails so i'm going to click on email notification to send welcome email so i'm going to send welcome email to the lead so i'm selecting the recipient here and i need a copy to the owners manager and the lead owner so these are the three recipients which i have selected here you can select your recipients from here and you can save it next we have select template option from here i'm selecting the template welcome email template and before this you need to create the template and then you can select it from here and then you can save and associate this email notification next we have state i'm going to click on the state and i'm going to create a call so in the state we have three different options instant action schedule action and recurring action so we have provided a lot of options both in trigger as well as in the states based on your requirements you can utilize these options so if you need instant action you can click add next to the instant action option and you can define your own actions here so again we'll have fields update add tags remove tags email notification you can also create tasks and you can also send click notifications you can also trigger web books and functions so these are the different actions which we have in instant action similar to this we have schedule action if you would like to schedule any action after one or two days you can mention the number of days here and also we have hours and minutes so based on your requirements you can select any one of these app any one of these options and you can trigger the actions and then we have a recurring actions if you would like to trigger any repeated actions you can use the recurring action option in command center so now i just entered lead state and we connected start and leave using a transition and here i'm sending a welcome email correct now i would like to create a follow-up task i'm clicking on instant action so here i'm selecting tasks and here i'm going to enter the task subject which is going to be a follow-up call and trigger date should be the same day and i'm selecting the status of the task in progress and i'll save it here so similar to this you can connect different states and you can select the module you can save it now you can drag and drop it and from here you just need to click on the required state you have to drag and drop it to the next state and you have to create the transition enter the transition name convertly so here i would like to convert the lead to a contact again i'm selecting the trigger here whenever a lead is edited provided i need a condition here i've selected the layout i'm going to save it and i'm going to provide a condition so here in the previous state we created a follow-up task correct so in that task i'll be calling the user i'll be calling the lead and i'll be getting the requirement and here we have select card type says i'm from the printing company so today i've taken an example of a printing company right so here we will be entering and we'll be entering the printing uh information printing related information like card types so if this field is not empty then i would like to convert the lead to contact so it's very simple we are creating a lead we are sending an email and then we are creating a follow-up task and i'll get the requirement in the follow-up task and i'll enter it in the select card type field and then i'll convert the lead to contact so similar to this based on your business requirements you can connect uh you can create different states and you can connect the states using transition so let's check the actual business scenario which i'm following in my company so first we create li and then we send the welcome email and we'll create a follow-up task the task subject is called so here i'll be calling the lead and then i'll get the requirement and then here i'll be updating select card type field which is a pick list field in my business scenario so i'll be entering the information if this is not empty then the lead will be converted to contacts and account once after creating a contact again we'll create a call and then we'll update a field so i'll show you the field when i go to my test account so this field i have a checkbox here willing to purchase so if i update this particular checkbox then a deal will be created again once after creating a deal we'll call the customer we'll call the contact again we'll follow up and then we'll move the deal from one stage to the other stage and then finally if the stage is marked as close to one we will close the deal and then we will send an email to the deal owner deal owners manager so this is my business scenario so i'm going to implement the same using command center feature so here i have connected four different modules and i'm creating a lot of actions as well just so do you see here i'm triggering a lot of actions in each and every transition as well as in different states and then i'm moving the record from one module to the other module and then finally we are completing it here in deal closure so if the deal is marked as closed one i need an email notification and i'm sending it to my the owner and the deal owners manager so i'm going to implement the same using command center so i have already created one so this is the actual business process which i'm following so i've named it as sales process first i'm cr i'm creating a lead and then i'm sending in welcome email so trigger is creation of a lead record so in actions i have included email notification so do you see here welcome email and in this particular state as i said i'm creating this particular call so if you could see this action i have this call so the task this is task in that task i have selected subject as call so here i'll be calling this particularly to get the requirement so once after getting the requirement we will be marking the card type we'll select any one of the card types like whether it is invitation or coupons or entry tickets and then the lead will be converted to contact so in this transition do you see here i have defined the criteria select card type is not empty so if this is not empty then we will be converting the lead to contact and account so do you see here lead will be converted to contact an account so this is the action which i have included in this particular convert lead transition and then the record will be converted to a contact and an account and here in this state i'm sending an email and i'm creating a task so in this email once after creating a contact i will be sending an email template in which i have attached different card templates so they can select their own cards so i will attach different cards in the email and i will send sample card email and then again i'll create a follow-up task to check customers requirement and finally if customers willing to purchase i will just enable a check box if that check box is enabled then we will create a deal so do you see here willing to purchase as a check box if this checkbox is selected then we will create a deal in the deals module so here in this trigger in this transition we're just enabling this particular check box so on call i'll be asking the customer is it okay for you to purchase the product have you selected the card template if customer says yes and if they have selected the card template then i will enable this particular checkbox so yes if customer is willing to purchase then i'll create a deal so once after creating a deal again i'll create a follow-up task and again i'll follow up and move the deal from one stage to the other stage finally if the contact is okay with my product we will mark the dealers close to one stage will be marked as closed one if it is marked as closed one then i need an email notification this will be sent to the record owner record owners manager so this is the business process i'm following let's check how this works in the ecrm account i'm going to open leads module to show you how this works so the same process so do you see here i have implemented the same process in the command center feature by connecting multiple modules so first i'm going to create the first record in the leads module so here we'll be getting the information other information based on the business requirements and then let's assume that this lead is from a specific company if you have any company details you can enter it here if this lead is an individual you can also leave this company field uh black you can leave it empty and you can you can leave it blank and you can save this record so this is how first a lead will be created so once after creating this lead i need to send an welcome email and i need to create a follow-up task correct so this is the uh these are the actions which i have defined in the command center one welcome email and one call should be created so let's check in the timeline so do you see here first i created the lead and the lead has entered the command center journey and this is the name of the process with the state lee and this is the state this is the transition so this is the state and this is the transition and yes we have created a call so you can see it here we have created a follow call as well as we have sent in welcome email so do you see here we have sent an welcome email as well you can also click on this email related list and you can see the welcome email so welcome email is sent and you can click on open activity so here you can see the call so this is automatically created so this call is automatically created and automatically we have sent the welcome email now so let's assume that i have called this user and i'm updating the card type here so first you have to select the card type so if this field is not empty then this particular lead will be converted to contact correct so yes do you see here i have created a lead and then i create i sent an follow-up email i'm sorry i sent a welcome email i created a follow-up task and once after selecting the value in the card that is select card type the lead is converted to a contact so do you see here so similar to this you can create a lead and it will be converted to a contact i'll create one more record so i'll create a record to show to show this action one more time so do you see here we have created a call and welcome email will also be sent now let's assume that i'm editing this record and you need to select the card type i'm selecting invitations so once after selecting the invitation this particular lead will be converted to contact automatically so this is the contact which we created and again in the contact i'm creating another follow-up task and i need to update a feed correct so here this is the contact which we created my gym so here another call will be created so do you see here another call is created now you can click on timeline and you can check so do you see here so this particular contact is created by converting the lead the state is convertly and the transition is also mentioned and this is the command center name and in this transition we are sending an email i'll send sample cards and again i'll create follow-up task so let's assume that i'm i'm going to call this user now okay so once after calling this user again i'll check the user's requirement and i'll check whether they are interested to purchase my product if yes then i will be marking this particular field willing to purchase so do you see here i'll be enabling willing to purchase field and i'll save it here so if this is saved and when you edit this record a deal should be created in the deals module so the next one is deal creation when you update willing to purchase checkbox so i'm just refreshing it and you see here deal is created so this is the name of the deal which i provided in the command center yes we have automatically created a deal to this particular contact so do you see here now you can click on this deal and even in the deals module i need to create a follow-up task so do you see here i'm creating a deal again i'm creating a follow-up task and i need to update field which is the stage fee so here i'll be crea i'll be calling this user again and i'll be moving this record from one stage to the other stage so this is called as pipeline this is the visual representation where you can check where the prospect is in the buying cycle if this pipeline is a need analysis stage then you can understand that this particular contact is evaluating your product and they need some time and then you can move it to value proposition and then negotiation finally if this deal is marked as closed one an email should be sent to the owner and the owner's manager now i have marked this deal as closed one now let's go ahead and check the timeline so do you see here so i have sent i have sent deal closed one email to the owner and the owners manager so this is how you can define the end to end customer journey using command center feature so yes this is how it works i have implemented the same business process which i'm following in my company in the command center feature now you can also create your own command center process using the states and transition you don't have to implement the same in the test process even if you have two states like leads and then contact yes you can include two states and convert the leads to contact because if you're testing it for the first time you can test it with two different states one leap and you can create another state which is contacts and then you can link these two states using a transition in the transition you can include convert action and convert the lead to contact so you can try this so if you have any questions you can post it in the questions box on your screen and we'll be happy to answer your questions you can create two states one leads and another one contact you can link these two states using transition in the transition you can select the action convert so automatically once after creating a lead based on the criteria which you have provided automatically the lead will be converted to contact you can check how it works yes by using this command center feature what we achieved is we can connect different modules together in zaho crm so if you're not using this feature there will be no actual connection between different modules correct so when it comes to a business process definitely you will include a lot of themes in it right correct so if there is a business process we need a lot of departments to work together in crm you can rename the modules right in my organization first if i create a lead it will be taken care by pre-sales team so this is the actual business uh model so here in the leads module i'll be creating records and this will be taken care by my pre-sales team so they'll call the customer and then they will update the card type whether they need invitation or coupon or entry ticket if the card type is not empty then the record will be automatically moved to the contacts and accounts module and when it comes to contacts and accounts this these two modules will be taken care by my sales team and then again in the contacts module i created a follow-up task using command center so we'll call the user to check their requirements and if the customer is willing to purchase my product then i'll enable willing to purchase checkbox and we'll create a deal in the deals module automatically so this deals module will be taken care by my willing team so this is a simple business process but it differs from one organization to another organization correct so if you have an organization you will have your own process you will rename the modules based on your business requirements and you will make different departments to work on these modules correct so yes using this command center feature you can connect all the departments together and you can automatically move the records from one module to the other module and both in states and transition you can trigger actions so this is how you can make use of command center feature and you can define the entire customer customers end-to-end journey and before this i would like to show you one more option in this command center you can also create reports and check how many records are in the process so you can click on setup process management command center so here you will have all the command center if you have different business models you can create different different business process so here i have included in sales process i have included uh leads contacts and deals correct so if you have any other modules yes you can include it or if you need two different business process yes you can create different process as well so here this is the actual process sales process which i'm following in my company correct so if i have to check how many records are in this process then you can just hover your mouse here and you can see view reports option so do you see here you can click on this view reports and here you can check statewide segregation so you can see how many records or in contacts module how many records are in deals module and for how many records you have marked the deal stages close closed one and how many how many records are in leads so all these can be checked from reports so this will be very much helpful so if you see the statewide segregation if you have included multiple states in the command center feature you can check this statewide segregation report and you can come to know that how many records are in different states and next we have average time taken in each state so you can also check the average time taken in each of these dates so you can see it here and here we have overall reports so this is how you can check how the record entered the state and how it traveled and how it exited this process so here in the start we created three records that is we created three leads and out of three leads i converted two leads to contacts so do you see here in leads i have three records and i converted two uh leads as contacts and i created one deal and i have marked one deal as close to one so this is how you can check this so in today's session i just created two leads but earlier i created one lead so that's the reason it shows total three leads and i converted two leads so in today's session i converted two leads and i created deal for only one contact so yes uh i marked willing to purchase checkbox in only one contact and that created one d and to that d i mark the stages close to one so this is how i check my business i so using these reports you can also check how your business is performing and how many records are in each state and how much time they have spent in each states and here you can check the overall report so this is how you can make use of this command center feature and define your end-to-end customer journey and did you notice one important thing in command center is it schedule actions is it recurring action or are you referring to the actions that can be defined in the states or transition now above all there is one important thing which i like in command center is you can define the entire business process or using command center you can connect different modules and define entire customer journey without the need of any major coding expertise so the reason is without using custom function can connect different modules together correct so earlier in order to create a record in different modules yes we need custom function correct so you would have used custom functions or custom buttons to create records in different modules but you can use command center and create records in different modules without the need of any major coding expertise so yes this is how you can use command center feature and define your entire customer journey and you can make use of it and here in command center we have different actions so let me quickly show all these actions one more time so i'm clicking on this trigger so in this action you will have an option to trigger both custom functions and web books but when you move the records from one state to the other state you don't need any custom function based on your requirements if you would like to trigger custom function yes we have function option and we have web books but in order to move the record from one state to the other state that is one module to the other module we don't need any custom function so yes this is the best part which i like about command center i can create different modules together without the custom function and i can define my entire business process as well so yes with this we have come to the end of this presentation i hope you found this session helpful you can start creating your own business process and command center and anytime any questions you can drop an email to support crm.com and yes with this i thank each one of you for your time and patience and i'm going to hand over this session to anjana for a quick recap thanks again fantastic very good morning everyone um it's i'm sure you would have found this session pretty useful uh i hope you guys can actually see my screen too so before jumping into my session i'm just going to uh just let you know there's a hands out in there before you exit the session there are a couple of documents which you can actually download uh quite useful information are available in there as well so i'm just gonna run a couple of polls as well this is basically very generic to have an understanding uh you know from you guys so the second port for today would like to have more insights on command center it's just a straightforward yes or no question i'm just going to keep four for some more time i can see hundred percent of yes as well that's fantastic um the last poll for today what do you think hinders the way in making your customer journey seamless and there's an open-ended question take it think about it feel free to give your answer as well take your time so in today's session pam she actually explained us she gave us an overview of command center and she also explained the difference between command center was his blueprint furthermore she actually gave us a gist of core elements on states and transition as well and we have a couple of activities as well done but not to worry the session has been recorded our team will email this to you guys so you can take your own time and usually try as well so nothing but at the moment no problem if you have any queries you can also email us at support zoho crm.com we are available 24 into 5. our team is there to answer through email as well if you like to give any testimonials or talk to us to me and john you can reach us to evangelist at zoho cop.com we are available anytime as well there's one more workshop coming up on the 10th of august so this is going to be on zoho forms and this is absolutely for free as well we have a product expert uh she's going to talk on server forms as well which the the topic is on streamline your data collection with server forms so please feel free to wish register invite today any feedback in our workshop session please feel free to give us because your opinion definitely matters to us so once you exit the session there's a form which pops up please make sure you answer them that definitely helps us so uh once again on behalf of zoho team i take this opportunity to say thank you so much for your time because as we see repetitive audience again and again you've been constantly supporting us thank you so much please stay safe at home take care and i hope to see you guys next week thank you so much