Design Your First Sales Blueprint!

Architects who design buildings are not the only ones to use blueprints. Zoho CRM system architects, the you-in-training, use them too.

But, what is a blueprint in the context of Zoho software?

Think of it as a way to hard-code a business process into your software. A way to guide your users through a sales or approval process of some sort. With a blueprint, you can

  • organize your sales flow
  • automate follow-up and reminders
  • trigger millions of automations
  • prompt your users with next steps
  • never neglect a lead or client

This is what a blueprint looks likes on the back end—somewhat similar to a flowchart. Each white box, called a ‘state’, is an option in the “Lead Status” field. The colored boxes are the transitions that carry a record from one state to another.

Now, this doesn’t look like much. But, each transition has associated automations that work together to create one streamlined, efficient sales process.

And by the end of this course, you’ll be able to build it.

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Course Includes

  • 3 Lessons
  • 23 Topics

Ratings and Reviews

5.0
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6 Ratings
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What's your experience? We'd love to know!
Michel Wozniak
Posted 1 month ago
Excellent !

Perfect as usual

Harish Reddy
Posted 5 months ago
Great Insights

Explained very well and Very informative

JonathanW
Posted 1 year ago
Great!

I was unfamiliar with blueprints, but this course taught me how to use and implement a blueprint. Really enjoyed this one, I thought the material in this course was presented very well.

mcbruse
Posted 1 year ago
Really well Done!

I desperately needed help understanding blueprints. And this course does a great job of explaining it very simply and useful.

cheddar500
Posted 1 year ago
Clear and Concise

Ashton is an excellent presenter. Blueprints are clearly explained giving you the opportunity to apply what you have learned. Check it out!

Drew Brockbank
Posted 2 years ago
Loved It

Great insights and walkthrough byAshton. Super helpful as I'm trying to learn everything I can about Zoho CRM.

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What's your experience? We'd love to know!