Save time by cloning blueprints within modules in Zoho CRM

Blueprints help you run your business by letting you replicate and visualize your business process digitally. Sometimes, multiple processes share a lot of similarities—so now, you can save time and effort by cloning your existing blueprints and then making changes wherever required. Here's what you need to know before cloning a blueprint:

You can clone a blueprint within a layout or across different layouts in a module
You can add new states or map the existing states with new states (picklist values)
The transitions defined in the existing blueprint will be cloned, which can be changed if required

Here's an example:

Let's assume, Zylker's sales process for residential property is similar to that of a commercial property, but has few additional stages involved. Instead of creating a new blueprint for the residential property they can clone the existing blueprint and add the necessary states and transitions wherever required.

You can refer to our help document for more details. Please let us know your feedback and suggestions by commenting below.