How Do You Use Zoho CRM’s Blueprint Feature to Standardize Sales Processes and Approvals?
Blueprints let you define step-by-step workflows for your deals, support tickets, or lead nurturing—ensuring that every team member follows the same process.
Create a Blueprint:
Setup → Process Management → Blueprints → Create New Blueprint.
Choose the module (e.g., Deals) and pick a picklist field like “Stage.”
Define States and Transitions:
States are the stages (e.g., “Proposal Sent”), and transitions define how to move from one to another (e.g., “Receive Client Response”).
Add Conditions and Actions:
For each transition, specify entry conditions (e.g., quote uploaded), required fields, or auto-assign tasks.
Assign Roles to Transitions:
Define who can move the record forward (e.g., only the sales manager can approve the discount).
Why This Workflow Matters:
Blueprints eliminate process guesswork, reduce errors, and ensure compliance by guiding users through your business’s exact procedures.
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