Process Automation Through Zoho CRM
A blueprint in Zoho CRM is designed to execute a business process in a well defined systematic manner that is free from loopholes.
With a blueprint you can:
- Define every stage in a process and associate people with each stage
- Guide your team through the execution of the process
- Mandate and validate important information contextually
- Automate Routine Actions
- It is an online replica of your online business
NDA Automation Process
The flowchart shows states and transitions of an NDA process that is fully automated.
Work Order Document Population Automation Process
Lead Nurturing Automation using Zoho Blueprints
Diagram showing a flow of lead lifecycle through a locked blueprint process. this is used for a Solar Company.