Blueprint

Blueprint

Create a mirror image of the entire business process with Blueprint   




Help guide

  1. Blueprint - An Overview
  2. Designing a Blueprint
  3. Executing a Blueprint

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                                                        • Related Articles

                                                        • Blueprint - An Overview

                                                          Right from the moment you capture a lead in your CRM system up until deal closure and beyond, your organization may have several sales processes in place. For instance, leads generation and follow-up, deals closure and order management. Each of these ...
                                                        • Create a Continuous Blueprint

                                                          Unlike a regular blueprint, which is suitable for an intermittent process, a continuous blueprint allows you to design a process that occurs without any pauses. For example, call scripting. Scenario A sales organization wishes to create a continuous ...
                                                        • Troubleshooting Blueprint

                                                          1. I am not able to find a blueprint that I created. Check whether All Modules is selected under Setup > Process Automation > Blueprint. Only then Blueprints created for all modules will be displayed in the list view. 2. Transitions are not shown for ...
                                                        • 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 ...
                                                        • 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  ...

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