While creating the webform, you will have an option to choose the default layout to which records created via webforms should be assigned. All records created via webforms will then be assigned to the chosen layout here.
To associate records to layouts on import: Go to the desired module. Click Import > Import [records]. In the Import Records screen, select the import file and select a value for Layout field. Click Next and proceed to execute map fields and import ...
Blueprint in Zoho CRM is a process automation feature, which helps you streamline your sales process. Using Blueprint Reports you can see exactly how long a record has remained in a particular state. In addition to this, if you wish to generate a ...