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.
Note
  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.


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        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 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







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            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

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

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

                                                                   
                                                                    

                                                                  Videos

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

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    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 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

                                                                                                                                Resources

                                                                                                                                Videos

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



                                                                                                                                eBooks

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



                                                                                                                                Webinars

                                                                                                                                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