【Zoho CRM】ブループリント機能に関するアップデート:並行遷移、複数の遷移の設定

【Zoho CRM】ブループリント機能に関するアップデート:並行遷移、複数の遷移の設定

弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。
━━━━━━━━━━━━━━━━━━━━━━━━━━
▼ Zoho CRM の最新アップデート情報:https://zurl.co/Or8g
━━━━━━━━━━━━━━━━━━━━━━━━━━

今回は、ブループリント機能に関するアップデート情報を紹介します。
┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈
┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈
■ Zoho CRM のブループリント機能とは?

Zoho CRM のブループリントは、営業担当者の行動プロセスの設計図を作成して、その流れをCRM へ適用することができる機能です。活用すると、業務ルールや手順を設定して明確化できるだけでなく、業務の進捗状況も把握できます。
また、ブループリントを用いて商談などの開始から終了までのプロセスをCRM 上に設定しておくことで、業務の遅延状況やその原因を把握する場合にも役立ちます。

ブループリントについての基本情報は、以下よりご確認ください。

Zoho CRM - 使い方動画「ブループリント」:以下をご覧ください。



■ 並行遷移、複数の遷移

今回のアップデートで、並行遷移機能と複数の遷移機能が追加されました。当方で実際に設定したUIを、以下に掲載いたします。

並行遷移
並行遷移機能が追加されたことで、二つの状態の間で複数のプロセスや遷移が必要なビジネスへ対応できるようになりました。各サブ遷移は、異なるチーム/個人に割り当てることができます。これにより、必要な作業に同時並行的に取り組むことができます。



複数の遷移
二つの状態の間に、複数の遷移を設定できるようになりました。
いずれか一つの遷移を完了して次の状態に移るというパターンには、この機能が適しています。



通常の遷移と並行遷移の組み合わせ
通常の遷移と並行遷移を組み合わせて、ブループリントを設計することもできます。




■ 遷移の並べ替え

並行遷移では、サブ遷移の順番を並べ替えることができます。並行遷移においてメインの遷移にカーソルを合わせると、並べ替えアイコンが表示されます。こちらをクリックすると、遷移の順番を変更することが可能です。



並行遷移、複数の遷移の追加により、さまざまなパターンの行動プロセスに合わせた設計図を作成できるようになりました。ぜひご自身のビジネスに沿ったブループリントを設計してみてください。これらの機能のヘルプページに関しては、以下よりご確認ください。


また、本社のフォーラムにも今回のアップデートに関する投稿がございます。こちらもご参照ください。
▼ [Early-Access] Blueprint enhancements - Parallel and multiple transitions, and more

今回紹介した機能は以下のプランからご利用になれます。

  • ブループリント:プロフェッショナルプラン

…………………………………………………………………………………………………………
Zoho Japan Communityのオンラインフォーラムのフォローをよろしくお願いします!

フォーラムをフォローすると、新着投稿やコメントの通知をメールで受け取ることができます。
また、特定のサブフォーラムの新着投稿の通知のみを受け取ることも可能です。

───────────────────────────
▼ オンラインフォーラムのフォロー方法はこちら

───────────────────────────
Zoho ユーザーによる活用のノウハウやアドバイスなど、運用やサービスの使いこなしに役立つ情報が満載です。ぜひこまめにチェックしてみてくださいね!
…………………………………………………………………………………………………………


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Cliq iOS can't see shared screen

                                    Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
                                  • project name field issue- n8n

                                    Hey guys, I have a question. I want to create a new product using the workflow. The problem is with the product name field; I don't know how to fill it in. The workflow starts with retrieving information from the leads table, retrieving links to scrape
                                  • How to filter Packages in zoho inventory api

                                    Hi Team, I want to perform some tasks in a schedular on the packages which are in "Shipped" state. I tried to use filter_by in my api call but in return I get response as {"code":-1,"message":"Given filter is not configured"} My Api request is as follows
                                  • CRM

                                    Is anyone else experiencing this issue? Our company is not moving out of using Gmail's web app. It just has more features and is a better email program than Zoho Mail. Gmail has an extension (Zoho CRM for Gmail) that we're using but we've found some serious
                                  • ZOHO add-in issue

                                    I cannot connect ZOHO from my Outlook. I am getting this error.
                                  • Syncing with Google calendar, Tasks and Events

                                    Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning
                                  • How can i view "Child" Accounts?

                                    It can be very useful in our field of business to know the parent-child account relationship. However, there seems to be a shortcoming in the parent account view: no child account list. How can we view the child accounts per each account?
                                  • Ability to assign Invoice Ownership through Deluge in FSM

                                    Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This
                                  • Easily perform calculations using dates with the new DATEDIF function

                                    Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:
                                  • Adding Comments Using Workflows - How to Change User Attributed

                                    We have worklflows in Desk where a comment is added to a ticket based on certain criteria. It seems that the comment added is always attributed to the user who last edited the workflow. This does not make sense for us because: - It's misleading to other
                                  • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

                                    Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,
                                  • Conect chat of salesiq with zoho cliq

                                    Is there any way to answer from zoho cliq  the chat of salesiq initiated by customers?
                                  • Les dernières avancées en saisie de données et collaboration

                                    Après une année dédiée à la recherche et au développement, notre équipe est prête à dévoiler des améliorations majeures pour Zoho Sheet. Ces nouveautés seront lancées par étapes afin d’en assurer une prise en main optimale. Nous commençons avec des fonctionnalités
                                  • Deluge Learning Series – Client functions in Deluge | January 2026

                                    We’re excited to kick-start the first session of the 2026 Deluge Learning Series (DLS) with Client functions in Deluge. For those who are new to DLS, here’s a quick overview of what the series is all about: The Deluge Learning Series takes place on the
                                  • Rich Text For Notes in Zoho CRM

                                    Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using
                                  • Implement Meeting Polls in Zoho Bookings

                                    Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement related to appointment scheduling within Zoho Bookings. Current Functionality: Zoho Bookings excels at streamlining individual appointment scheduling. Users can set availability
                                  • Zoho Bookings and Survey Integration through Flow

                                    I am trying to set up flows where once an appointment is marked as completed in Zoho Bookings, the applicable survey form would be sent to the customer. Problem is, I cannot customise flows wherein if Consultation A is completed, Survey Form A would be
                                  • Service Account Admin for API Calls and System Actions

                                    Hello, I would like to request the addition of a Service Account Admin option in Zoho product. This feature would allow API calls and system actions to be performed on behalf of the system, rather than an active user. Current Issue: At present, API calls
                                  • How to apply customized Zoho Crm Home Page to all users?

                                    I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has
                                  • Please can the open tasks be shown in each customer account at the top.

                                    Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature
                                  • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

                                    Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.
                                  • Send Whatsapp with API including custom placeholders

                                    Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number
                                  • Configurable Zoho Cliq Notifications for Zoho People Alerts

                                    Hello Zoho People Product Team, Greetings and hope you are doing well. We would like to request an enhancement to Zoho People notifications, enabling a native delivery via Zoho Cliq with admin-level control, similar to the notification settings available
                                  • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

                                    Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same
                                  • Keep Zoho People Feature Requests in the Zoho People Forum

                                    Hello Zoho People Product Team, Greetings. We would like to submit a feature request regarding the handling of feature requests themselves, specifically for Zoho People. Issue: Feature Requests Being Moved to Zoho One Zoho People feature requests are
                                  • ZO25: The refreshed, more unified, and intelligent OS for business

                                    Hello all, Greetings from Zoho One! 2025 has been a remarkable year, packed with new features that will take your Zoho One experience to the next level! From sleek, customizable dashboards to an all-new action panel for instant task management, we’ve
                                  • Introducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments

                                    We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,
                                  • [Product Update] Locations module migration in Zoho Books integration with Zoho Analytics

                                    Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho Books
                                  • Introducing Schedules for smarter availability management

                                    Greetings from the Zoho Bookings team! We’re excited to introduce Schedules, a powerful enhancement to manage availability across your workspace. Schedules are reusable working-hour templates that help you define and maintain consistent availability across
                                  • Why Zoho Contracts Prefers Structured Approvals Over Ad-hoc Approvals

                                    Approvals are one of the most important stages in a contract’s lifecycle. They determine whether a contract moves forward, gets revised, or needs further discussion. The approval process also defines accountability within the organization. Zoho Contracts
                                  • Whatsapp Connection Status still "Pending" after migration

                                    Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?
                                  • Kaizen #226: Using ZRC in Client Script

                                    Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this
                                  • How to Filter timewise question to check uploaded one month or two months before in these community question ?

                                    i want to find the question that is asked some month or before any particular year, so how can i filter it ?
                                  • Proposal for Creating a Unique "Address" Entity in Zoho FSM

                                    The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it provides
                                  • Workflow Down/Bug

                                    We have a workflow that sends an email to one of our internal departments 10 minutes after a record is created in a custom module. The workflow actually works correctly. However, we have now noticed that on January 8, between 3:55 p.m. and 4:33 p.m.,
                                  • Service Locations: Designed for Shared Sites and Changing Customers

                                    Managing service addresses sounds simple—until it isn’t. Large facilities, shared sites, and frequently changing customers can quickly turn address management into an operational bottleneck. This is where Service Locations deliver clarity and control.
                                  • Can I re-send the Customer Satisfaction Survey after a ticket closure?

                                    Hello, Some customers does not answer the survey right after closure, is it possible to re-send after a few days or weeks? Best Regards!
                                  • Account blocked

                                    Yesterday I got my Zeptomail account blocked due to too many hard bounces. My account is used exclusively for sending transactional emails (eg. your order has been shipped, a form has been filled, etc) and the sudden blocking impacted hundreds of websites
                                  • Filter contacts based on selected category in Zoho Desk ticket

                                    Hello community, I’m setting up the Tickets module in Zoho Desk and I need help implementing the following: When a category is selected in a ticket, I want the Contact field to be filtered so that it only displays contacts that are related to that category.
                                  • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

                                    Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able
                                  • Next Page