Using Common Transitions

A common transition is one that can be executed from multiple different states, not just the one that is attached to it. This is really useful if you want to set a follow-up date or mark someone as ‘Interested’ from different states, not just the ‘None’ beginning of the blueprint.

This is the last step to make our blueprint truly match our flowchart.We need to be able to use the ‘No Response’, ‘Follow-up’, and ‘Mark as Interested’ transitions from multiple states.

Check the box ‘Common Transition’ and select which other states can then have access to that transition. The default is all of them!

But, be wary of leaving it that way. Be careful to not let users bounce around the blueprint too much and skip essential steps. What if a user could convert a record straight from ‘None’. They wouldn’t even have an email or a filled-out Lead Discovery Form.

So, they can be very useful, but also a little confusing. Make sure to cross-reference your flowchart often to verify the path a record should take.

Learn more about common transitions