Understanding the Building Blocks

Business Scenario

A Blueprint in Zoho CRM is designed to help you execute a business process in a well-defined, systematic manner. With a Blueprint you can,

• Define every stage in a process and associate the right people with each stage
• Guide your teams through the execution of the process
• Mandate and validate important information contextually
• Automate routine actions

To learn how to design a Blueprint, let’s consider a scenario. Zylker Inc is a software company sells cloud applications.

Their deal follow-up process consists of the following stages. 
Let's see how this process can be designed in Zoho CRM using Blueprint.

Building Blocks of a Blueprint

A Blueprint is designed by creating a sequential order of these stages in a process. In CRM lingo, the primary building blocks of a Blueprint are - States and Transitions.

State

In a Blueprint, a "State" is the particular condition that something is in at a specific time.

For example, a deal in CRM goes through different stages until Follow-up - Qualification, Negotiation and Discount approval. Each of these stages will be called a “State”.

States must be dragged and dropped in the Blueprint Editor to design the process flow.

Transition

A Transition is a link between two States in a process. It prescribes the conditions required for a record to move from one State to another. For example, the conditions and actions required for a record to move from Qualification to Negotiation are prescribed in the “Transition” block called "Negotiate". 

We will look at these blocks in further detail below.

SEE ALSO

Blueprint: an Overview

Design a Blueprint

Executing a Blueprint

Blueprint FAQs

Glossary: Blueprint

• Related Articles

• Building Journeys Through CommandCenter

  What is CommandCenter? CommandCenter allows you to build online replicas of your business processes using multiple modules. It is ideal for organizations that have several departments, services, or third-party applications participating in the ...

• Building a Subform

  In simple terms, a subform is a secondary form or a table, which enables you to add multiple line items to a primary form. Your CRM data are often inter-dependent. You may have the necessity to associate multiple items to a single record. In ...

• Building Formula Fields

  The Zoho CRM formula fields enable you to define fields that can populate dynamically calculated data based on the values returned from other standard or custom fields. For instance, an insurance company may need to determine, if the provided date of ...

• Understanding Email Template Builder

  Components of Template Builder The template builder is made up of various components that can be dragged and dropped on to the template. This in turn simplifies the process of creating a template. The three basic operations that is common to all the ...

• Understanding Inventory Template Builder

  Components of Template Builder The template builder is made up of various components that can be dragged and dropped on to the template. Header and Footer Header and footer are available at the beginning and the end of the template. You can add them ...