Executing blueprints in Zoho CRM iOS app
Blueprint needs to be created in the Zoho CRM web to access it on mobile.
Blueprint helps you enforce a strict process that must be followed across your organization. It ensures that every step in a process is followed correctly and consistently, also making it easier for teams to stay aligned and complete their tasks with clarity.
Blueprint has 2 main components- State and Transition
- State: A State represents a specific stage in your process.
For example, in a sales pipeline, states might include lead qualification, proposal, negotiation, and closure. - Transition: A Transition is the action taken to move a record from one State to another. It can include mandatory fields, validations, or actions.
To execute a blueprint
- Go to the module you want to execute a blueprint for. For example, Leads.
- Open the record.
- The current state and available transitions will be shown.
- Tap a transition and complete the required actions to move to the next state.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Executing Blueprints
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 ...Executing a Blueprint
Access My Blueprint Records Once the Blueprint has been configured, records meeting the process criteria will enter the process and the Transition Owners mentioned in the Blueprint will be able to execute their respective Transitions. In order to ...FAQs: Blueprint
What is a Blueprint and how it is useful for my business? Blueprint in Zoho CRM is a sophisticated tool designed to digitally replicate and streamline a business's offline processes within the CRM software. It's particularly beneficial for companies ...Modules supported in Zoho CRM iOS app
In your mobile app, you can access standard modules, custom modules and team modules created in CRM web version. Standard modules - These are the default modules provided by Zoho CRM, such as Leads, Contacts, and Deals. Custom modules - These are ...Designing a Blueprint
Building a process is largely a 3-step procedure. Enter Basic Info: Specify the module, layout, and field for which the process should be created. Define the Process Flow: In the Blueprint Editor, define the process flow right from the Starting or ...
New to Zoho LandingPage?
Zoho LandingPage Resources