Use CRM Blueprints and Deluge for Streamlined Subform Creation and Data Collection
A Discussion on CRM Architecture and Process Management
4 Topics
The Scope of the Project
Reviewing CRM Subforms
CRM Subforms vs. Custom Modules
What You Should Already Know about Blueprints and Deluge
Building Our Blueprint and Custom Function
9 Topics
Create a Map or Plan for Your Blueprint
Add in your custom fields and the subform
Build your Planning Process Blueprint
Create Our Workflow Rule and Function
Write the Code and Add a Subform Row
Set Up Your Layout Rule
Sync Your Subform Data to Analytics
Looking at Subform Data in Analytics
Wrapping It All Up
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Add in your custom fields and the subform
Use CRM Blueprints and Deluge for Streamlined Subform Creation and Data Collection
Building Our Blueprint and Custom Function
Add in your custom fields and the subform
Fields for date, visit #, notes, planner.
Subform with the same fields.
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Use CRM Blueprints and Deluge for Streamlined Subform Creation and Data Collection
Building Our Blueprint and Custom Function
Add in your custom fields and the subform
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