Best Way to Manage Approvals Within Blueprint Stages?
Hi,
I am working on a requirement involving Blueprint and approval logic in Zoho CRM and would appreciate some guidance.
I understand that approval processes do not trigger when a record is currently within a blueprint, which makes it challenging to implement an approval process during stage transitions.
My requirement is as follows:
- When a deal reaches the negotiation stage, the user enters a Requested Discount.
- If the discount is higher than 5%, it should require approval from a superior before proceeding further.
Since the record is already inside a blueprint at this stage, the approval process does not get triggered.
However, I am still unsure about the best way to implement this in a clean manner.
Any suggestions or examples would be really helpful.
Thanks.