Скачать или смотреть How to Use Blueprints in Zoho CRM 2025?

Want to streamline and automate your sales process? Here’s how to use Blueprints in Zoho CRM in 2025! Blueprints let you define a step-by-step workflow for modules like Leads, Deals, or Contacts. Start by going to Setup -Process Management - Blueprint, choose the module, and define each stage (e.g., Qualification, Proposal, Negotiation). Then, set up Transitions that guide users through each step, along with required fields, validations, email alerts, or task creation. This ensures your team follows a consistent process, reducing errors and improving efficiency. LIKE, COMMENT, and SUBSCRIBE for more automation tips with Zoho CRM!

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