@@ZohoCRMOfficial I started to set up a basic flow within a custom field "stages". I am happy to see that BLueprint can address some gaps in the Workflows. What I find limiting is that although I can set up multiple conditions for a transition from stage to stage, there is only one course of actions which satisfying those conditions will take me. Say, if conditions A and B satisfy, then I can take the course 1 to move to the next stage. There is no way to have an alternative course 2 to move to the same stage if conditions C and D satisfy. In practice, I'm a photographer who books different types of sessions. I want to send a shoot-specific email and trigger other actions based on the type of shoot a client booked. Alas, when moving from a "pre-booking" to "booked" stage, I can only send one universal type of email. I know I can achieve this diversification via Workflows but when first learning about the Blueprint as "replicating your work process", I hoped it would be more versatile to truly replicate such nuances, letting me bypass Workflows and having to switch back and forth to fill in each other's gaps. It is still better than not having a Blueprint so I praise you for the effort. If it could be improved - perfect, if not, will try combining two techniques.
I think you have the greater than and less than symbols backwards when setting the condition for deals "Greater than $50000" FYI. @1:28 into the video. Currently in the video, it's displayed as Amount < (less than) 50000.
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We need more videos from this guy. So helpful
Finnally I found the solution!!! Thank you, guys!
Happy to help :) Let us know if you'd like to watch videos about any particular feature or solution wrt CRM
Thanks for this video man, it really really helped me big time. thanks again. Yassin.
We're so glad to help :)
Woo, can't wait to see if it works for my process. Looks promising!
Let us know how it goes :)
@@ZohoCRMOfficial I started to set up a basic flow within a custom field "stages". I am happy to see that BLueprint can address some gaps in the Workflows.
What I find limiting is that although I can set up multiple conditions for a transition from stage to stage, there is only one course of actions which satisfying those conditions will take me. Say, if conditions A and B satisfy, then I can take the course 1 to move to the next stage. There is no way to have an alternative course 2 to move to the same stage if conditions C and D satisfy. In practice, I'm a photographer who books different types of sessions. I want to send a shoot-specific email and trigger other actions based on the type of shoot a client booked. Alas, when moving from a "pre-booking" to "booked" stage, I can only send one universal type of email.
I know I can achieve this diversification via Workflows but when first learning about the Blueprint as "replicating your work process", I hoped it would be more versatile to truly replicate such nuances, letting me bypass Workflows and having to switch back and forth to fill in each other's gaps.
It is still better than not having a Blueprint so I praise you for the effort. If it could be improved - perfect, if not, will try combining two techniques.
@@ZorzStudios That's awesome. Let us know if you come up with some suggestions as you continue to use Blueprints :)
@@ZohoCRMOfficial We can start with the suggestion noted. :)
I think you have the greater than and less than symbols backwards when setting the condition for deals "Greater than $50000" FYI. @1:28 into the video. Currently in the video, it's displayed as Amount < (less than) 50000.