Making Do Without a Blueprint

Now, hopefully after the last video, you can see that this just doesn’t work as well.

If I seemed a little awkward and slow in the video, it’s because I was! Not using a blueprint (especially after using one) is a little disorienting. I didn’t know where the specific fields were on the record. It’s just not as simple to create everything (emails, tasks, field-inputs) yourself, without the prompts.

So, once again, why do we use blueprints?

  • Organization
  • Efficiency
  • Let salespeople sell

It is a way to replicate and hard-code a business process into the software, for the benefit of, well, everyone.