【Zoho CRM】ブループリント機能に関するアップデート：ポータルユーザーに対応

【Zoho CRM】ブループリント機能に関するアップデート：ポータルユーザーに対応

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。
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▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g
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今回は、ブループリント機能のポータルユーザー対応に関するアップデート情報を紹介します。
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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。


今回のアップデートで、ブループリントの遷移の担当者としてポータルユーザーを追加することができるようになりました。
検証結果は以下の通りです。ご確認ください。


ポータルユーザーにブループリントの遷移を実行する権限を付与できるようになったことで、Zoho CRM のユーザーのみ遷移が可能だったプロセスが、ポータルユーザーも進められるようになりました。業務プロセスをよりスムーズにできるアップデートですので、ぜひお試しください。

活用方法の詳細については弊社サポートチームのFAQにて掲載していますのでご確認ください。
また、本社のフォーラムにも投稿がございます。こちらもご参照ください。

▼ Blueprint now supports Portal users

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（ポータルユーザーの追加）：プロフェッショナルプラン
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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。

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