1. Color code your transitions

Consider that there are several transitions emerging out from a specific state in a process. They are all currently displayed in a particular color and order. What if there's more than a handful of transitions, which may yield positive and negative outcomes. For example, a deal currently in the "Negotiation" stage could emerge out to be approved, rejected, on hold, reassigned and so on.

For a sales rep looking at these transition buttons, it could be overwhelming or confusing as to what possibilities there are for the record at that stage in the process.

So, instead of all the transitions being a default blue, if the "Approve" transition could be displayed in green, and "Reject" transition could be in red while "On hold", "Reassign" could be in orange — this color coding could give the sales rep a quick sense of possibilities and outcomes from the stage.

How it works:

While configuring your Blueprint Transitions, you will now have an option to choose from a color palette, the specific colors you would like for that particular transition.

As you build your transitions, you could also define their color codes, so that it enhances your sales reps' user experience and improve the adoption of your processes.

You can also reorder transitions to decide the order in which they appear on the detail page.

Simply head over to the specific State for which you want to order the transition buttons. Hover over that state and click the Reorder Transitions icon.

Notes: