Blueprint
Blueprint
Automation
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Blueprint
From the time a company gets a prospect up until the sale is closed, businesses tend to have numerous stages in their sales process. Determining those stages and creating a smooth flow between each of them could prove to be a challenge with the lack of an efficient system in place.
Therefore, by creating a blueprint, which is an online replica of an offline process that a company may have streamlined, it will be able to ensure compliance, validate data entering its system, automate aspects of the process, and also collaborate between teams handling various processes.
In this video, we will show you what blueprint is and how it can be set in Zoho CRM.
Useful link: Design a Blueprint
What is a blueprint?
An online replica of an offline sales process
Correct
Well done! A blueprint is an online replica of an offline sales process.
A completely automated structure of a sales process
Incorrect
Sorry! A blueprint is an online replica of an offline sales process.
What are states in a blueprint?
It refers to the links created between stages
Incorrect
Sorry! It refers to the different stages in a business process.
It refers to the stages of a business process
Correct
Well done! It refers to the different stages in a business process.
It refers to record information
Incorrect
Sorry! It refers to the different stages in a business process.
What are transitions in a blueprint?
The conditions that need to be met to enter the next stage
Correct
Well done! They are the conditions that need to be fulfilled before you can proceed to the next stage.
Each stage in your business process
Incorrect
Sorry! They are the conditions that need to be fulfilled before you can proceed to the next stage.
Record information
Incorrect
Sorry! They are the conditions that need to be fulfilled before you can proceed to the next stage.
'Before Transition' decides who should execute a transition for the records.
True
Correct
Well done! It decides who should execute a transition for the records.
False
Incorrect
Sorry! It decides who should execute a transition for the records.
A transition can be divided into:
Before and After
Incorrect
Sorry! It can be divided into Before, During, and After.
Before, During, and After
Correct
Well done! It can be divided into Before, During, and After.
What is the purpose of after transition?
Automate actions to be performed during the stage
Incorrect
Sorry! It automates actions to be performed after conditions are met.
Automate actions to be performed after conditions are met
Correct
Well done! It automates actions to be performed after conditions are met.
What is a process loop?
The process from the beginning to the end of the blueprint
Incorrect
Sorry! It is a process by which you can allow records to complete the entire process.
A process by which you can allow records to complete the entire process
Correct
Well done! It is a process by which you can allow records to complete the entire process.
What is the purpose of a common transition?
To reduce the number of transitions in the blueprint
Incorrect
Sorry! It allows a single transition to be executed from multiple states.
To allow a single transition to be executed from multiple states
Correct
Well done! It allows a single transition to be executed from multiple states.
What is the purpose of an escalation alert between stages?
To prevent records from moving from one stage to another without meeting the criteria
Incorrect
Sorry! It actually aims at preventing records from remaining stagnated within stages.
To ensure that records do not remain stagnated within stages
Correct
Well done! It aims at preventing records from remaining stagnated within stages.
What is a transition owner?
A user responsible for all the transitions in a blueprint
Incorrect
Sorry! A transition owner is a user responsible for making sure that each transition is complete.
A user responsible for making sure that each transition is complete
Correct
Well done! A transition owner is a user responsible for making sure that each transition is complete.
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