Using blueprints with Zoho Sign or Zoho Books
My question: Can a Blueprint include Zoho Books and Zoho Sign items when each of those is integrated into the CRM? (Zoho ONE)
-A Potential cannot go to the next stage until a customer has paid an invoice.
-A Potential moves to the next stage once someone has paid an invoice
-A Potential cannot move to the next stage until someone has signed a document through Zoho Sign.
-A Potential moves to the next stage once someone has signed a document
This would only work if those transitions to new stages were done automatically, once the action is taken. If a person has to manually move the Potential to a new stage in the blueprint, then the "automated' features is not there, and it is the same as doing it manually in the first place.
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