Blueprint Dropdown Record For Free

Step 1: Enter Basic Information Navigate to Setup > Automation > Blueprint. Click Create Process. In the Create Process pop-up, choose the module and field the process is being created for. ... Specify criteria for records to enter a process if applicable. ... Click Next.

Zoho CRM's Blueprint is simply an online replica of a business process. It captures every detail of your entire offline process within the software. It facilitates automation, validation and collaboration of teams, thus making your process more efficient and free from loopholes.

A Blueprint is simply an online replica of a business process. It captures every detail of your entire offline process within the software. It facilitates automation, validation and collaboration of teams, thus making your process more efficient and free from loopholes.

Zoho Creator's Blueprint is an online replica of a business process. Blueprint makes processes more efficient by facilitating automation, validation, and collaboration among various stakeholders in the process.

Click Create Blueprint . In the Create Blueprint popup, choose the module, layout and field for which the process is being created. In our scenario, since the process is Deal Follow-up, let us choose the Deals module, Standard layout and Stage field. Specify criteria for records to enter a process, if applicable.

Create Custom List Views Enter the custom View Name. Mark as Favorite, if required. The custom list views marked as favorite will be listed first in the list view drop-down. Specify Criteria to filter the records. Select the columns to be displayed in the View mode. Choose the option as to who can see this view.

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 blueprint to help their sales reps with call scripts.