Blueprint - Word of the day #30

Blueprint - Word of the day #30



Blueprint, a technology inside Zoho CRM, gently guides users through what actions should be taken at what time, and prompts them for the right information in the right sequence. Blueprint is designed to automate and execute a business process in a well defined and systematic manner. With a Blueprint, you can:

1. Define the sequence of stages in a process
2. Associate right people with each stage
3. Guide your teams through the execution of the process
4. Mandate and validate important information contextually
5. Automate routine actions

Here's a knowledge-base article on getting started with Blueprints.

Read/Download this comprehensive handbook on designing a Blueprint.

Check this quick video on Blueprint.



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