How does Blueprint help enforce structured approvals and task flow in Zoho CRM or Creator?
Blueprint is a visual process automation tool in Zoho CRM and Creator that enforces how records move through defined stages. Here's how it helps:
Stage-by-Stage Movement:
A record (e.g., Deal, Request, Complaint) must go through specific steps before reaching the final status.Conditional Transitions:
Define who can move a record from one stage to another and what conditions must be met (e.g., a field must be filled).Approvals and Mandatory Actions:
Require approvals, file uploads, or comments before progressing.Auto-Actions on Transition:
Send emails, update fields, create tasks, or trigger custom functions during each transition.
Use Case Example:
A ticket in CRM must go from “New” → “Assigned” → “Work in Progress” → “Resolved” → “Closed.” Each step requires a specific action and user role to complete it.
Blueprint ensures discipline, accountability, and better control over process flows.
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