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A blueprint in Zoho CRM helps execute a business process systematically and efficiently, ensuring no loopholes. With a blueprint, each stage of a process can be defined and people can be associated with each stage. Teams can be guided through the process, important information can be mandated and validated, and routine actions can be automated. It is an online replica of an offline process, such as Zilker Inc's deal follow-up process. To design a blueprint for a process, navigate to the setup page, click on blueprint, create a new blueprint, enter a name (e.g. deal follow-up process for Zilker Inc), and select the module.
