Blueprints that you have configured in your Zoho CRM web account can be executed from the mobile app. Suppose you are out on a field visit to meet a customer about a deal and the deal progresses from Qualification to Negotiation. If you have a process in place for deals, you can execute the required Blueprint Transitions right on the app and progress to the next stage in the process.
For example, you have configured a transition called "Negotiate", which must be completed in order to move to the next stage. The "Negotiate" transition requires the sales rep to enter a discount which falls within certain parameters and add the details of the negotiation as a note. These requirements can be fulfilled right from the mobile app by executing the "Negotiate" transition. Read more about Designing Blueprint s.
Tap the module you want to execute a blueprint for. For example, Deals .
Tap the record. You will see the Blueprint Strip that displays the Current State and the transitions that must be executed in order to progress to the next state.
Tap the required transition and complete the requirements as directed.
If the values you enter do not fit the specifications, you will see the error messages configured in the blueprint.
This is how CRM guides and validates the sales process.
Once you have entered acceptable values, tap
Save
.
The record will now move to the next state in the process.
Execute each subsequent transition in the same way until the process is completed.
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