[Webinars] On Zoho CRM's CPQ, Blueprint, and CommandCenter
From automating business processes in terms of manual actions and directing a flow to capture the right information, to enabling accurate and relevant pricing for business offerings, Zoho CRM hosts some powerful tools, namely CPQ, Blueprint, and CommandCenter. Register for one of the three webinars listed below where we discuss new features in the context of real time business challenges, spanning across these tools:
Webinar 1 - Discussing CPQ end-to-end for a business process [Completed - Watch recording here]
Webinar 2 - How to use Parallel Transitions to maximise Blueprint efficiency
Webinar 3 - CommandCenter and Blueprint - Use both in tandem to automate a single business process
Webinar 2 - Multiple and Parallel transitions in Blueprint
Blueprint is Zoho CRM's business process enforcer tool. Be it any process followed in an organization, there's always an optimal way to do things. Specific data that needs to be captured, a list of actions to be performed, or automated activities that need to be set at the right moment in a prospective customer's journey. Parallel transitions allows mandation of activities that need to run parallelly, to be completed in unison before the record can move further along its journey. Blueprint now also allows providing users with multiple optional transitions between two states.
Webinar Schedule:
Webinar 3 - Use Blueprint and CommandCenter in tandem for business process automation
In this webinar, we'll go over:
- What each of these features aim to do and the business challenges that they each individually address
- A discussion exploring how a business process can be defined for an organization and as we do this, we'll clearly define and automate at which points in a record's journey different users in the organization would need to interact with the record. We'll also configure a timely sequence of automated actions based on signals. In short, we'll see how to configure and use both Blueprint and CommandCenter, contextually and simultaneously.
Webinar Schedule:
More Details on CPQ:
Quote creation and getting it approved eats up quite a chunk of any sales team's time. A lot of quote approval requests are based on criteria that could've just as easily been automated. Not just that, in the absence of these approvals, discounts or prices offered could go the other way and be too indulgent that it ends up costing the business instead. Sales teams also spend time in trying to understand customer requirements to figure out which products or services they'd be interested in trying out.
Product Configurator - When a certain product or service is selected for purchase, various actions could be automated to support upselling other products/services offered. Product Configurator automatically adds in these products when a primary product is selected, or suggests these supporting products to the salesperson who provides the quote.
Price Rules - Contextual pricing for customers is vital to prevent drop-offs. Pricing needs to be adjusted based on several factors such as region, multiple items bought, referrals etc. Price rules fix prices and discounts offered to ensure that nothing too high/low is offered, to make the sale and still generate revenue.
More details on Parallel and Multiple Transitions in Blueprint:
Blueprint lets us break down the process a record follows into a series of states. Further still, these states can be connected through transitions that display as buttons to user(s) in an organization. This gives CRM administrators leverage to direct and streamline the way its done, and automate some of the actions simultaneously as the business process progresses.
We're glad to introduce a handful of additions to Blueprint:
Parallel Transitions : A business process has quite a few sub-processes. And for a prospective customer or any record to move to its next stage, there's often a need for multiple actions to be sometimes performed by multiple departments, teams, or people simultaneously. Parallel Transitions let's us define multiple sub-transitions to run in parallel between two states.
Multiple Transitions : Blueprint already lets us configure different transitions that allow a record to reach different states. Sometimes, however, there are multiple optional paths or actions that a user can select from to move a record to its next state. Multiple Transitions allows configuration of multiple transitions between two states in a Blueprint, allowing the user the freedom to choose one.
Filters in Blueprint : Criteria set within a Blueprint lets us choose which records enter a Blueprint once it's created. But when you've already got a lot of records in your system you'd like to enforce your Blueprint process for, Include Blueprints lets you have your Blueprint configured for them as well. It also provides criteria based exclusion capabilities.
More details on Using CommandCenter and Blueprint together for a business process:
Process Management and the automation that comes with it goes a long way in simplifying processes, providing direction, automating a lot of actions at the right time, and tracking customer behaviour. CRM offers two major process management features - Blueprint and CommandCenter.
Blueprint is a process enforcing tool that defines your business process. It allows an admin the ability to divide a business process up into action blocks for user(s) in your organization. What shows up as a sequence of action blocks, each of them are configured to display contextual information, checklists, fields from the record that needs to be filled and more, by users in an organization. It also allows the creation of automated actions at the end of each of these blocks.
CommandCenter's finish line is a display of the journey a record takes throughout this business process. It breaks down an entire business process too, but unlike Blueprint that guides a user through their actions to guide a record's journey, CommandCenter sets up a flow of automated actions, each triggered by the customer's interactions with the system, otherwise called signals.
Recordings of the webinars will be updated here after the webinar is over, so watch this space for more.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Sushmitha B
Mary
Administração Dataland ADM
Ishwarya SG
Solutions to Success - Jason
Sticky Posts
How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Zohomail does not support additional fields in mailto links
Hello, I set up Zohomail as default composer in Firefox according to manual here: https://www.zoho.com/mail/help/defaultcomposer.html#alink2 Later, I wanted to use this functionality to answer in a Linux mailing list thread using mailto link: mailto:xxxxx@kernel.org?In-Reply-To=%3C727o0521-q24p-s0qq-66n0-sn436rpqqr1p@example.com%3E&Cc=xxxxx%example.org&Subject=Re%3A%20%5BPATCH%20v2%28%29Emails not being received from a particular domain
Cannot receive any emails sent from atco.com Domain is in the spam whitelist so should be no reason for it not to be coming through. Have filed a ticket and besides a generic response of we are looking at it - it seems there is no actual support workersEmail address for forwarding is not saving and there's no confirmation ema
Steps to reproduce: 1. Enter my forward email in the email forward section of the account 2. Click save 3. See a notification stating saved successfully 4. Refresh the page, no forward email is saved 5. No email confirmation received at the forwardingThis domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
This is the error i keep getting when trying to use my Zoho Domain Mail. This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Find attached. I hope this can be resolved very quickly so i can go on and makeAuto CC - Moving Departments
We have Auto CC e-mail replies to your support mailbox enabled. We have two departments: Helpdesk (helpdesk@domain.com) Delivery (delivery@domain.com) If we create a Helpdesk ticket, and reply, replies are CC'd to helpdesk@domain.com (OK) We then moveunable to send message reason 554 5.1.8 Email outgoing blocked
unable to send message reason 554 5.1.8 Email outgoing blockedMailk got blocked / Inquiry About Email Sending Limits and Upgrade Options
Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I receivedSMTP email sending problem
Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paidunblock my zoho mail account. outlines@zoho.com
please unblock my zoho mail account, outlines@zoho.comUnable to see free plan option
Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.Outgoing blocked: Unusual activity detected.
I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responsesHow to remove some users in zoho accounts
How to remove some users in Zoho accounts.Forwarder
Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get theForwarder
Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get theDKIM cannot be enabled for the domain as no verified default selector present
Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.I can't log in to my account on Thunderbird
I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,Sorten the domain of zoho mail ids
I recently created zoho mail id and am quite excited with the features. But one issue ig nobody wanna type this big zohoaccounts.com I mean silly bold Suggestion zmail.com (sound gmail) (attraction) or some genz words looks coolWeekly Tips : Customize your Zoho Mail Notifications
In a professional context, email communication remains one of the most crucial channels for staying connected and managing workflows. Keeping track of your emails, task updates, or important announcements can be overwhelming—especially if you are jugglingHow to move emails to Shared Mailbox?
Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?Email task creator when task is updated/marked complete
I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completedThe attendees will now be redirected to the landing webpage when they exit the webinar, set by the organizer.
Hello All, In the latest version of the Zoho Meeting iOS mobile app (v1.3.16), we have brought in the below enhancements: Post Webinar Re-direction Revamped exit UI for Webinar Post Webinar Re-direction: The attendees will now be redirected to theDownload API file contents from browser
Hi Team - is there something being planned to be able to trigger file downloads from the browser via a deluge script? i.e. retrieve a file via API, trigger the file download directly from the browser. Or... using the convertToPdf function (https://www.zoho.com/deluge/help/functions/file/convert-to-pdf.html)March 15, 2023: Zoho Docs is discontinued
As of today (March 15, 2023) Zoho Docs is discontinued for all users. We would like to thank our customers for trusting us for so many years! Going forward, we're confident you'll enjoy using Zoho WorkDrive for all your advanced file management and collaborationWhen using "locations" in zoho books, can you keep the two locations totally separate from each other?
I am looking to add a location but I don't want to intermingle the banking or other accounts. I want that to be like two separate independent branches that use different banking accounts, accounts payable, and accounts receivable. The people who are inAdding a Channel to SalesIQ
I have a client that currently uses Zoho CRM and Zoho Desk. They would like a live chat to place on their website that has a mobile app and chat bots (something like SalesIQ). However, they would also like to have all this work over SMS as well. Does the SalesIQ API allow this? Can I add visitors without them being a visitor on a website? Thanks! Bryan RedeagleDataPrep Bigquery Connection failed
Hello everybody, I want to create a connnection beetwen Bigquery and Dataprep but when I try to connect my project I got this error Loading tables has failed. Table list fetched from the data source expired.How Do I Refund a Customer Directly to Their Credit Card?
Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-Zoho Flow Needs to Embrace AI Agent Protocols to Stay Competitive
Zoho Flow has long been a reliable platform for automating workflows and integrating various applications. However, in the rapidly evolving landscape of AI-driven automation, it risks falling behind competitors like n8n, which are pioneering advancementsImportant Features Missing
Hey all I love linkthread, but i am missing some important features. I want to be able to include my Google Tag Manager. I have all the important stuff in my GTM Container: Facebook Pixel, LinkIn Pixel, Zoho Pagesense and so on. So i am able to do retargetingZoho SignForms: Prefill parameters with spaces render as “+” in the document (even when using %20)
Hello Zoho Sign team, we are using SignForms with prefill parameters passed via URL. Spaces in parameter values are being rendered as “+” in the finalized document—even when we URL-encode spaces as %20. This is critical for us because we prefill addressesCurrency selector (based on variable) usage in comparsion
Hi, I've developed a currency selector based on the following topic, and it's working well in pivot tables and charts: https://help.zoho.com/portal/en/community/topic/how-can-i-allow-my-users-to-choose-a-currency-for-the-dashboard I also have a comparisonCustomize Column in Projects - Default View for Template?
Is there a way to have the columns you'd like to see added to a template? I want my customized columns to show up every single time I create a project from that template. It appears I can customize them in the template but when I create the project they do not transfer over. Template: See below how the columns in order are : Task, Owner, Status, Assigned, Website URL, Blog H1..etc. When I create a project from that same template it comes out as: Task, Owner, Status, Tags, Start Date, End Date, etcAsk the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk
Hello Everyone! Welcome back to the Ask the Experts(ATE) series! We were so focused on our Autumn 2025 release that we didn't host an ATE session last month. In this month's ATE, we'd like to expand our areas for discussion: we'd like to listen to yourMulti-Page Forms in Zoho Creator!
Let’s make long applications easier to handle by dividing them into pages, adding a progress bar, and guiding users step by step through complex data entry. This would be a total game-changer for the user experience and could significantly boost completionEmail login error
Login successfully but email page errorShared Mailboxes Disappeared
Zoho Mail users in our company haven't been able to see their Shared Mailboxes for the past few hours. I've checked with App and Web Access, but they can't access them. When I send emails to their addresses, I get no error messages. They're still visibleRemote Server is misconfigured
Dear Team, I am unable to use email id as remote server is misconfigured. It would be really great if you could help on this and get this resolved. Thanks & Regard Rohit Guptawhy cant i access my email account. it keeps asking me for reverifiying my account by entering my password.
I cant access my account. it keeps asking me for reverifcaton by entering my password. once its entered it asks for it over and over.Free webinar alert on October 16 - Less Complexity, More Security: Workplace + Directory
Hello Zoho Workplace Community! Security and productivity shouldn't be at odds—and with Zoho, they're not. Discover how Zoho Workplace + Directory delivers seamless collaboration with enterprise-grade security, all in one integrated ecosystem. Join ourEmail Recall Feature In Zoho Mail Which Should Also Work For Outside Organisation Members
Add a feature to recall or undo sending an email within a configurable short time window (e.g., 30 seconds to 2 minutes) after hitting send, similar to Gmail’s undo send. Currently the sent email can not be recall If the recipient is not from within yourNext Page