Clone Blueprint | Online Help - Zoho CRM

Cloning a Blueprint

As you build and manage CRM Blueprints for various business processes, there will be situations where some processes are similar in nature. In such cases instead of creating new blueprints from scratch and repeating the stages and details all over again, you may simply clone a Blueprint to another layout and make the required changes.

While cloning a blueprint you can:
  1. Add new states to the cloned blueprint: If you want to add more states to the cloned blueprint you can add it while cloning. 
  2. Map the existing states to the new states: You can map the states from the existing blueprint with that of the cloned blueprint. For example, the state "xyz" of the existing blueprint can be mapped with the state "abc" of the cloned blueprint. However, you can map the states only if both the layouts have equal or greater number of values in the picklist field. 
To clone a Blueprint
  1. Go to Setup > Process Management Blueprint.
  2. Hover the blueprint you want to clone and click More > Clone.
  3. In the Clone Blueprint popup, do the following:
  4. Enter the New Blueprint Name.
  5. Choose the layout from the drop-down list.
  6. Select the  field from the drop-down list.
    Here there are two possibilities. 
    1. If you have additional stages in your new process,  Click Create New States to add them. 

    2. If both blueprints have equal number of states, simply click  Map your existing states to new states finalize the stages for the new Blueprint. 

  7. Click Clone.
  1. You can always delete the existing states from a cloned blueprint in the blueprint editor. 
  2.  Bluprints that are published can only be cloned.
  3. You can clone an exact copy of the Bleuprint when you are cloning within the same layout and for the same field as that of the original blueprint.
  4. While cloning blueprints in the Deals module, you can create new states and specify the Probability, Forecast TypeForecast Category from the Clone Blueprints page.

    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 CRM Training
      Redefine the way you work
      with Zoho Workplace

        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 CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                    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.

                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series

                                          • Digest

                                          • Functions

                                          • Meetups

                                          • Kbase

                                          • Resources

                                          • Glossary

                                          • Desk Marketplace

                                          • MVP Corner

                                          • Word of the Day

                                            Zoho Marketing Automation

                                              Zoho Sheet Resources


                                                  Zoho Forms Resources

                                                    Secure your business
                                                    communication with Zoho Mail

                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times

                                                      Carry your calendar with you
                                                      Anytime, anywhere

                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now

                                                                      Zoho TeamInbox Resources

                                                                              Zoho DataPrep Resources

                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW

                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now

                                                                                                      • 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 ...
                                                                                                      • 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 ...
                                                                                                      • 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 ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace



                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.

                                                                                                            Zoho Show Resources