Blueprint
Check Blueprint Usage Reports
Blueprint Reports will give you valuable insights about your business processes and their execution and help you streamline them better. Blueprint reports of two types - Built-in reports and Customized reports. Built-in Blueprint Reports Following ...
Saving a Blueprint as a Draft
It so happens that sometimes you are not ready to deploy your final Blueprint into CRM yet, and you need to put some more thought into the process flow. When you publish a Blueprint, you will begin having records entering it - so it's not a good idea ...
Create a Continuous Blueprint
Unlike a regular blueprint, which is suitable for an intermittent process, a continuous blueprint allows you to design a process that occurs without any pauses. For example, call scripting. Scenario A sales organization wishes to create a continuous ...
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 ...
Cloning a Blueprint
As you build and manage CRM Blueprints for various business processes, there will be situations where some processes are similar in nature. In such cases instead of creating new blueprints from scratch and repeating the stages and details all over ...
Executing a Blueprint
Access My Blueprint Records Once the Blueprint has been configured, records meeting the process criteria will enter the process and the Transition Owners mentioned in the Blueprint will be able to execute their respective Transitions. In order to ...
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 ...
Understanding the Building Blocks
Business Scenario A Blueprint in Zoho CRM is designed to help you execute a business process in a well-defined, systematic manner. With a Blueprint you can, Define every stage in a process and associate the right people with each stage Guide your ...
Blueprint - An Overview
Right from the moment you capture a lead in your CRM system up until deal closure and beyond, your organization may have several sales processes in place. For instance, leads generation and follow-up, deals closure and order management. Each of these ...
Parallel and Multiple Transitions: Configuration and Usage
A Blueprint is designed using States and Transitions. While a State refers to any stage in your process, a Transition is a process element that defines a set of conditions and actions to be performed for a record to move between the states. As you ...
Popular Articles
Managing List Views
A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...
Migrating Data Between Zoho CRM Accounts
Retrieve Data files from Zoho CRM If you are planning to use a backup of data from Zoho CRM to import, the file structure does not change. If you exported data from another CRM, use the following folder structure: The Data folder should contain all ...
Setting up portals and inviting users
Portals in CRM are designed for the administrators to extend CRM access to their contacts, vendors or partners. A portal user can access the modules and some of the associated data that they have been given access to, such as products, invoices, and ...
Including Opt-in Checkbox in Web Forms for Consent
You may already have some Zoho CRM web forms in use that are published in your website. You need to follow the steps given below to add a consent checkbox to those web form. The same steps can also be followed to include consent checkbox in a new ...
Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...