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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 ...
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 ...
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 ...
Cloning a Blueprint
As you build and manage CRM Blueprints for various business processes, there will be situations where some processes are similar in nature. In such cases instead of creating new blueprints from scratch and repeating the stages and details all over ...
FAQs on Blueprint
1. Is there a limit to the number of Blueprints I can create in Zoho CRM? Yes. Blueprint is available from the Professional Edition onwards. From Professional edition onwards there is one default Blueprint available in Zoho CRM. However, the allowed ...