Zoho CRM Blueprint now lets you automatically convert records, update user fields and more.
Hello everyone,
We are happy to introduce to you, a set of new enhancements in Blueprint. These are minor pointers, yet they could mean a lot to users given different scenarios.
1. The character length of the Transition Name has been increased from 21 characters to 50. Say hello comfortably longer transition names:)
2. The After Transition settings now support Convert Record action along with other routine actions. This is applicable for the Leads and Quotes modules by default.
3. You can now get both single and multi-user lookup fields updated via the Field Update action under After Transition settings.
For any questions related to these updates, please feel free to get back to us by commenting below.
Reference: https://help.zoho.com/portal/en/kb/crm/process-management/blueprint/articles/design-a-blueprint
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