Continuous Blueprint | Online Help - Zoho CRM

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 blueprint to help their sales reps with call scripts. The sales call is a process carried out in one go. The stages of the process are:

  • Exchanging pleasantries
  • A brief introduction to the product
  • Pricing info
  • Scheduling another call
  • The prospect showing interest in the product
  • The prospect saying that they are not interested

You can create a blueprint to guide a sales rep through a call by organizing the different stages in the call and displaying the scripts* to be spoken at every stage.

(*)To add a call script, simply include the script as a "Message" in the During Transition tab of every transition.

To create a continuous blueprint

  1. Go to Setup > Automation > Blueprint.
  2. Click Create Blueprint.
  3. In the Create Blueprint pop-up, enter a name for the blueprint, choose the modulelayout, and field the blueprint applies to. In our scenario, the details will be:
    • BlueprintName: Sales Call Script
    • Module: Contacts
    • Layout: Standard
    • Field: Call Stage
  4. Specify criteria for records to enter the process, if applicable.
    If you don’t enter criteria, all records created in the selected layout will enter the process.
  5. Enter a Description for the process.
  6. Enable Continuous Process under Advanced Settings.
  7. Choose the owner of the process.
  8. Click Next.

The rest of the procedure to create a continuous blueprint is the same as for creating a regular blueprint.

Differences between Regular Blueprint and Continuous Blueprint

Regular BlueprintContinuous Blueprint

Process is intermittent. Each stage could occur at different points in time.

Process is continuous. All stages occur at one shot, without a pause.

Different stages of the process can have different owners.

The entire process can have only one ownership.



    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





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com



                              




                            

                              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 SalesIQ Resources



                                                        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

                                                                                          • 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  ...
                                                                                          • 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 ...
                                                                                          • FAQs on Blueprint in Zoho CRM

                                                                                            1. 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 ...
                                                                                          • Check Blueprint Usage Reports

                                                                                            Blueprint Reports will give you valuable insights about your business processes and their execution and help you streamline them better. Blueprint reports of two types - Built-in reports and Customized reports. Built-in Blueprint Reports Following ...
                                                                                          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