1. Systematic Process Design and Execution : Blueprint allows you to define each stage of a business process, ensuring that they are executed in a well-organized and systematic manner. This structure is crucial for maintaining consistency and efficiency, especially in complex or large-scale operations.
   
2. Guiding Teams Through Processes : It provides clear guidance to teams throughout the execution of various processes. This includes setting up stages like lead qualification, deal follow-up, and order management, ensuring that all team members are on the same page and following the same procedures.
   
3. Automation of Routine Actions : Blueprint can automate routine actions such as sending email notifications, assigning tasks, or updating fields, which significantly reduces manual work and the potential for human error.
   
4. Validation of Important Information : It plays a key role in validating crucial information at the right time. This feature helps in avoiding common issues like incorrect customer details or policy violations.
   
5. Customizable Transitions and States : The tool is built around the concepts of States and Transitions, where States represent different stages of a process, and Transitions are the conditions that need to be met to move from one State to another.
   
6. Efficient Lead Conversion and Tracking : Blueprint makes the lead conversion and tracking process much easier and more efficient. It allows for better planning and allocation of tasks across different teams.
   
7. Visual Process Design : You can visually design your processes using the Blueprint editor, which employs a simple drag-and-drop interface, making it user-friendly.
   
8. Reports and Analytics : Blueprint also enables the creation of usage reports, providing insights into the effectiveness and efficiency of your processes.

Can I edit a Blueprint stage field to go back to a previous state?

No. If you have built a Blueprint on a certain status field, you cannot edit this field while a record is still in the Blueprint. However you can use a simple workaround to roll back to a previous state.

This answer is provided in two parts. 

1. Why we do not make the Blueprint fields editable 
   
2. Workaround to roll back to previous states. 

The original idea of having a Blueprint is to streamline a process across teams. So when you have set  step by step guidelines, you wouldn't want your teams to deviate from this path. Also, when you have mandated a few fields and attachments in order for a user to move from one state to another, allowing the user to update a Status field without meeting the specifications for that change, would rather beat the purpose. Example, in order for a user to move a deal from Negotiation to Contract, you have mandated NOTES. But the user updates the field value (edit), without providing these notes. Which beats the purpose of having a Blueprint in the first place. This is the reason why, Status fields on top of which you create a Blueprint, are not editable while the record is still in the Blueprint. The system will automatically move the records to subsequent stages as and when you complete the mandatory actions prompted by the system at each stage. 

That said, there could be exceptional cases wherein you may want to move the record to a previous state. This case is being evaluated by our teams and you should have an answer soon. 

Nevertheless, to achieve this, there is a workaround using Common Transitions.

Common Transitions are those that can be reused at any point in the process to get to a certain stage. For instance, in a deal followup process, typically closure of a deal (whether won/lost) happens at the end of the process, after crossing 6-7 steps. But in reality, a customer may express disinterest at any point in the process, not necessarily at the contract stage. So you can have what we call a Common Transition called "Drop Deal", so that this button will be seen at all stages in the process. You can simply perform this transition to mark the deal as lost and get out of the process. 

This common transition can be used as the workaround in your case. 

Step 1: Create your process flow. 

Step 2: Once you are through with all the states and transitions for an ideal scenario, now create a State called "Rolled Back" (you can rename however you please). 

Step 3: Create a transition from any of the states to this "Rolled Back" State. Name the Transition "Roll Back". 

Step 4: Select the Common Transition checkbox. 

Now this "Roll Back" Transition will be available at any stage in the Blueprint. So if you want to edit the Lead Status, click the Roll Back transition, then your record will get out of the Blueprint altogether. 

Now the Lead Status field becomes editable. You can edit the value to choose the desired stage and re-enter the Blueprint from that stage onwards.

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I have configured a Blueprint, but records have not entered the process even though they meet the Blueprint criteria. Why?

There can be some reason that your records are not entering the blueprint though they meet the criteria, please check the following:

• A Blueprint is disabled by default. Make sure that it is enabled. 
  
• A Blueprint could be created for specific layouts. Verify if the record in question belongs to the layout specified in the Blueprint settings. 
  
• If your Blueprint entry criteria contains an unused State in the Blueprint, the record would have entered the process, but transitions will not be shown for that record, as the State is not even part of the Blueprint. 
  

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If a record meets the criteria of many Blueprints, which one gets executed first?

The order in which the Blueprints have been listed decides the order of execution. If a record meets criteria of multiple Blueprints, whichever Blueprint appears foremost in the list gets executed. You can reorder Blueprints at any time based on which Blueprint should be considered first for execution.

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Can I mandate the status update of a task in the 'During Transition' settings?

I have assigned a Transition to a specific user but the Transition is visible to other users as well. Why?

How will I know the number of records that are currently in a Blueprint and how many records have completed processing a Blueprint? 

Blueprint allows you to create a replica of your offline business process in your CRM. From lead generation to deal closure, an organization follows multiple business processes. You can use blueprints to give your CRM users a guide for how to carry out all the steps in a business process. For example, you need to collect certain documents before sending a quotation to your customer. You can set up a stage in a blueprint that mandates document upload and only the record will only be allowed to move to the next stage (Sending quotation) once the correct documents have been uploaded.

Is this possible to send email alerts after a transition has taken place in Blueprint?

If a user doesn't have access to a particular record but is made a transition owner, can that user execute the transition and edit the record too?

What is a Continuous Blueprint and how is it different from a Regular Blueprint?  

A continuous blueprint allows you to design a process that occurs without any pauses. For example, call scripting.

Differences between Regular Blueprint and Continuous Blueprint.

How do I choose the records that should enter a Blueprint that I created?

How can I create my own sales process in Zoho CRM?

You can use Blueprint to create your own sales process. Learn more about Blueprint here.

We hope that this list of frequently asked questions about bluprint is informative. If you still have questions that haven't been addressed, please let us know here. We will be happy to discuss them with our subject matter experts and add them in the future.

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Can I reorder items on a Blueprint transition popup window?

Yes. If your transition requires multiple fields and includes instructions, arranging the items in a logical order can improve the user experience.

For example, in the Negotiate transition shown in the image below, the process currently displays notes first, followed by several required fields, and finally the instructions for the transition owner. Depending on your process, it may be more effective to display the instructions first, followed by the required fields and notes.

To reorder the items, use the UP and DOWN arrows located on the right side of each During Transition setting. Click the UP arrow next to the message box until it reaches the top of the list. You can similarly move the other elements up or down to create the order that best suits your workflow.