Execute a Blueprint on the move!

Execute a Blueprint on the move!

We are pleased to announce that a Blueprint can now be executed right from your Zoho CRM mobile app!  

Suppose you are on a field visit to meet a prospective customer, and you land a deal. You don't have to wait until you get back to your desk to update the status of the deal. If the deal is part of a Blueprint, you can execute the required Transitions and update the deal's Stage right from the Zoho CRM Mobile app.  

Simply go to the Detail View of a record within a process, tap on the Transition buttons and fill in the required information contextually to complete a process from the mobile app. 

For example, you have configured Transition called "Negotiate", which must be executed in order to move a deal to the next stage. The Negotiate Transition requires the sales rep to enter an acceptable discount and enter the details of the negotiation as a note. These requirements can be fulfilled right from the mobile app.  Learn More>>

Availability:
  • Zoho CRM for Android from (v3.2.16) onwards.
  • Zoho CRM for iOS from (v3.2.9) onwards.
Start using the Zoho CRM mobile app to execute your Blueprints. Let us know any questions or suggestions you may have on the subject by commenting below. 

Further reading:
Creating a Blueprint
Executing a Blueprint

Regards
Vaagdevi Ravishankar