Blueprint Building Blocks | Online Help - Zoho CRM

Understanding the Building Blocks

Business Scenario


A Blueprint in Zoho CRM is designed to help you execute a business process in a well-defined, systematic manner. With a Blueprint you can,
  • Define every stage in a process and associate the right people with each stage
  • Guide your teams through the execution of the process
  • Mandate and validate important information contextually
  • Automate routine actions

To learn how to design a Blueprint, let’s consider a scenario. Zylker Inc is a software company sells cloud applications.

Their deal follow-up process consists of the following stages. 
Let's see how this process can be designed in Zoho CRM using Blueprint.

Building Blocks of a Blueprint

A Blueprint is designed by creating a sequential order of these stages in a process. In CRM lingo, the primary building blocks of a Blueprint are - States and Transitions.

State

In a Blueprint, a "State" is the particular condition that something is in at a specific time.

For example, a deal in CRM goes through different stages until Follow-up - QualificationNegotiation and Discount approval. Each of these stages will be called a “State”.

States must be dragged and dropped in the Blueprint Editor to design the process flow.

Transition

A Transition is a link between two States in a process. It prescribes the conditions required for a record to move from one State to another. For example, the conditions and actions required for a record to move from Qualification to Negotiation are prescribed in the “Transition” block called "Negotiate". 

We will look at these blocks in further detail below.



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