Create a Blueprint Process in Zoho CRM
Here is our approach for creating a Blueprint process in Zoho CRM in a simple way.
Even a non-technical person can easily do it in just a few steps.
Approach
We can create a Blueprint process in Zoho CRM using the steps given below.
1. Creating the Blueprint
1.1 Go to “Setup”, and under “Process Management” select “Blueprint”
1.2 Click “Create Blueprint”
1.3 Enter the “Blueprint name”, select “Deals” as the “Module”, and “Stage” as the field. Then click “Next”
2. Configuring the Transitions
2.1 Add the required states and connect them using the “+” icon. Enter the “Transition name”, for example “Mark as Won”, and click “Save”
2.2 Select the transition, open the “DURING” tab, and click “Add”
2.3 Add the required field and set it as “Mandatory”. Here, “Closing Date” is added for “Mark as Won”
2.4 Do the same for “Mark as Lost” with the “Reason For Loss” field, then click “Publish”
Video: Create a Blueprint Process in Zoho CRM
Here is the video explanation of the above steps.
