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 start the process, you must know which records are waiting for you to perform your part of the actions in the entire process.
To access your Blueprint records
To view configured Blueprint
Here, it is important to note that the field using which you configured the Blueprint will be locked for editing once the record has entered the process. That is, say you have configured a Blueprint for Deal follow-up process using the Stage field. Once a record has entered the Blueprint, you cannot manually update the Stage until the Blueprint has been executed completely.
Once records meet the entry criteria of a blueprint, they become active records in the process. A blueprint can be executed in your web account as well as the Zoho CRM Mobile App.
In your Zoho CRM account, the record detail page displays the current state of the record and the transitions available for that state. To execute a transition, simply click the suitable transition button.
See also: Creating a Blueprint.
Note the following elements when executing a transition:
A Blueprint that you have configured in your Zoho CRM web account can be executed on the mobile app. Suppose you are out on a field visit to meet a customer regarding a deal and the deal has progressed from Qualification to Negotiation. You can update the stage right there on the app.
To execute a Blueprint using the CRM app
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