Blueprint: Sample Process Flow | Online Help - Zoho CRM

Blueprint: Sample Process Flow

Sample Process Flows

In the following slide deck, you will find sample process flows for business from various sectors such as Education, Real Estate, Insurance, Banking and Finance. These are generic process flows meant to give you the perspective you need to start designing your own Blueprints. You can tweak the States, Transitions, and flow based on your unique needs. Start browsing the gallery now! ( See attachment )


Points to remember
  • Blueprint Limits:
    No. of Blueprints allowed per Edition
    (inclusive of default Blueprints)
    No. of Transitions per Blueprint
    No. of Common Transitions per Blueprint
    No. of fields that can be prompted in the During Transition section
  • Blueprints will be executed in the order in which they are listed in the Blueprint page. You may reorder the processes if required.
  • When you have all automation features configured in Zoho CRM, the order in which they get executed are: Assignment rules, workflow rules, approval process, Blueprint and finally case escalation rules.
  • Different users can own different Transitions in a process. If a user does not have access to a record but is made a Transition owner, then the user will be able to execute the Transition but not edit the record.
  • There can be up to 20 outcomes from a State. That is, one state can be connected to 20 different States through different transitions.
  • If you  modify * a Blueprint while there are still active records in the process, you will be prompted to either move those records to the latest version of the Blueprint or exit them out of the process altogether. 
    (*)  Modification  here refers to:
    • A change in the process flow
    • Deactivation of a Blueprint
    • Deletion of a Blueprint 
      Note that modification does not refer to changes made to the Transitions. Any change made to the Transition blocks in a Blueprint is effective immediately, regardless of new records or existing records in the process.
  • You cannot delete a Blueprint while there are active records in the process. However, you can deactivate it so that further records do not enter the process. 
  • Blueprint overrides the field access rights set for a user. For example, if a user has  Read-only  access to the Amount field, but is responsible to execute a Transition that mandates the  Amount  field, he/she will be able to update the amount while executing the Blueprint Transition. At all other times, the user will continue to have Read-only access to the field.
  • A Transition will be visible only to the chosen Transition owner(s) and users on the Administrator profile. A Transition owner can access records assigned to him/her from the  My Jobs  module.  


    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 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

                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

                                                        • How are Blueprints in Zoho CRM different from Zoho Flow?

                                                          Blueprint allows you to create a replica of your offline business process in your CRM. From lead generation to deal closure, an organization follows multiple business processes. You can use blueprints to give your CRM users a guide for how to carry ...
                                                        • 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  ...
                                                        • Difference between CommandCenter, Blueprint, Orchestly, and Zoho Flow

                                                          This document will explain the difference between different Zoho applications that are used to build and manage business processes. Comparison metric CommandCenter Blueprint Orchestly Flow What does it let you do? Build a journey in CRM to get an ...
                                                        • 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 ...
                                                        • 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 ...



                                                        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