Zoho Blueprint Explained For Managers and Business Owners

[@sajjadmahmoudi6333]

It was very helpful. Thank you for your time creating such a insightful video about Blueprint.

[@smallbusinessautomation]

Glad it was helpful!

[@l.brentgilmore2020]

Another great video 💪🏼. You keep reminding me of how much work I need to do.

[@smallbusinessautomation]

Thank you my friend.

[@AllOnGreen]

Great energy my guy :) I'm thinking of getting into zoho myself. Very informative.

[@smallbusinessautomation]

Thank you 🙏 do it. Zoho is great.

[@CoreyMorrow]

Thanks, Lior!

[@smallbusinessautomation]

Anytime 🤩

[@josueavila1115]

Do you have a video on how to set up a blueprint? Or more information on the blueprint creation process?

[@smallbusinessautomation]

I should have some videos on how to create a Blueprint. Not sure what is the video name.

[@youcantseeme4266]

Hi Lior! Quick question. Is it possible that in Zoho CRM Blueprint once a lead is qualified, it will automatically generate a workorder in zoho fsm? Thanks for the help!

[@smallbusinessautomation]

Good question. I am not sure. From what I know currently its impossible. But, you can check with Zoho.

[@youcantseeme4266]

I appreciate the prompt response. I;m looking at Zoho Function and praying this can work. **Cross fingers**@@smallbusinessautomation

[@picolosoccer17]

Could you provide some guidance on how you created that blueprint view for the lead modules? I want to implement somehthing similar for my Real Esate firm

[@smallbusinessautomation]

Since then we made it more sophisticated. Here is the new Blueprint: kzbin.info/www/bejne/oHbIiZKqmZ2JbLs Extension we used: marketplace.zoho.com/app/crm/abr-complete-leads-system-for-zoho-crm

[@arulmoorthymarappan4651]

Nicely explained Lior Izik!

[@smallbusinessautomation]

Thanks!

[@joaquingarza35]

What does Follow-up required button does in your blue print?

[@smallbusinessautomation]

It will ask for the followup date and followup reason so the agent can do the followup

[@michelmrzb1983]

where do i find the blue print? or where do i create it ?

[@smallbusinessautomation]

Setup -> Process Management -> Blueprint

[@kiraningale5302]

Great video. How can i enforce my employee to select specific field value just before completing the pipeline stage? For eg just before selecting pipeline stage 'complete' make some custom field mandatory. In that case employee will not able to complete the deal without selecting the custom field value.

[@personaldevelopmentwithlio966]

Thank you. If you have my Zoho CRM course its the layout rules lesson. If you don't have it you will need to set a layout rule on the stage field. I hope it helps.

[@kiraningale5302]

@@personaldevelopmentwithlio966 thank you sir

[@smallbusinessautomation]

yes its possible. all the requested fields on the blueprint are mandatory. the employee will have to fill them

[@Consultant-wz5yw]

Hi Lior, how can this be implemented, it's brilliant but i don't have time for courses etc, can we get intouch, get a price and implement through anydesk, Regards

[@smallbusinessautomation]

Sure. Here is the booking link: calendly.com/d/wrzg-gpm8/intro-meeting-with-amazing-business-results

[@ujjwalchoudhary4141]

hi sir can you tell me how we can change or transfer the lead or we can say how to add a button through which we can directly add lead to contact or deal module. please tell and by the way you are a great explainer i am lucky that i get such a mentor on youtube🙂

[@hugz415]

Great video! Very helpful!

[@smallbusinessautomation]

Thank you!

[@MrRaghuraju]

I need full zoho class

[@smallbusinessautomation]

There is no one class for Zoho.Its a beast with over 50 applications. The closest to a full zoho training will be www.liorizik.com/course/all-courses-bundle/

[@shmuelhochman1286]

Thank you for this video. Would you by any chance know if setting up a blueprint will work with electronic leads that are coming into crm via zoho sign/crm intergration?

[@smallbusinessautomation]

Sure. As long as the lead created in a record. A blueprint can be applied on it.

[@aayushisharma2462]

Hey. I wanna ask a question if you could help on that. Is it possible to have an automation in auditors area where according to the days the salesperson last contacted or updated the notes, the rating would automatically become red, orange or green accordingly.

[@smallbusinessautomation]

Possible. Its a mix of a special functionality that we call "Last Real Update", a workflow and a picklist field with colors that changes based on the last contact. It is possible for advanced users.

[@5710fpilot]

Which Zoho app would you recommend for helping manage collections/receivables for a company while also allowing for internal collaboration? The traditional CRM? I have One.

[@smallbusinessautomation]

Zoho books.

[@IRSTaxShield]

New to Zoho One - Great blue print structure, I will implement similar. Off subject question while viewing old vs new videos. Pipelines vs Deals vs Opportunities, ... is the terminology obsolete or intertwined? I do not see Deals or Opportunities in my Zoho One CRM, maybe relates to my trial version. I am confused. Thanks in advance

[@smallbusinessautomation]

I am with you 😀deals and opportunities are the same module. Pipelines will be lines of business inside the deals/opportunities. Each pipeline will have its own stages. I hope it make sense.

[@leoplant9813]

Hi Lior Thank you for the videos. I am in the process of setting up a blueprint and would like to set a follow the same as you have in missed 1. How do you do this? Many Thanks

[@smallbusinessautomation]

It’s impossible to teach it over a comment in KZbin. If you have my crm course, pls refer to the blueprint lessons. If you do not have it pls check www.amazingbusinessresults.com/zoho-crm-course/

[@leoplant9813]

@@smallbusinessautomation I do indeed have your course. I will check out the blueprint lesson. I was trying to shortcut the system. Many Thanks Leo

[@TerryHardy]

Thank you for making us aware of this product. Question. What tool did you use to make your video to allow your computer screen as a background while featuring you at the forefront?

[@smallbusinessautomation]

Camtasia for the screen recording and a green screen

[@IAmKenArts]

How would you set up a blueprint for two different entry points? I mean this: there are two ways how a lead can reach me. Via Calendly appointment booking or via any other way. In the first case, i don’t have to contact the lead. In the second way I do. How can I set this up in a blueprint so that the steps fit?

[@harishtrial7958]

You may setup an entry criteria for the blueprint based on the field "Lead Source". I believe there is a field that differentiates between Leads from Calendly and other sources. Hope this helps!!!

[@smallbusinessautomation]

Great advise!

[@juanmartinsanguinetti]

Hello Lior! Are you planning a new video explainign Command Center? Im having a though time trying to define where to use command center and when use blueprints, and how to get the best of both worlds. Great videos! Thanks

[@smallbusinessautomation]

Sure. I will add it to my plan.

[@smallbusinessautomation]

I created a video and presented it on my Wednesday webinar. I will release it soon. Stay tuned

[@juanmartinsanguinetti]

@@smallbusinessautomation Awesome, I will :)

[@jimcunliffe6549]

Excellent!

[@smallbusinessautomation]

Thank you 🙏

[@maetan2936]

how to create a followup date and time in MIssed 1? please

[@maetan2936]

how to make a calendar set in followup required button

[@andreaskarlsson6352]

I don't understand how this will be manageable for the worker after a few hundred leads. He won't be able to prioritise actions for the day but will just end up waisting time clicking around in the system?

[@smallbusinessautomation]

Since this video I have created more videos about how to manage employees' workloads. The key is a good Blueprint and our productivity package or a followup system. The goal is to have in a list, only the leads that suppose to get attention now and not all the leads. I hope it makes sense.

[@medialphalaboratoriesinc.3811]

We are trying to get our Zoho CRM off the groudnd, but the onboarding team isn't that helpful. So we are now thinking of abandoning it. It seems a difficult transition

[@smallbusinessautomation]

Any crm migration is a difficult move. I am with you. If you choose a good partner it can be a bit less difficult.

[@ezekielstevenson126]

I need help!! Blueprints are extremely confusing. I am setting up blueprints for real estate leads.

[@smallbusinessautomation]

I can recommend taking my crm course or let my company plan and execute the blueprint for you. Crm course: www.liorizik.com/courses/zoho-crm-course-for-administrators-and-business-owners Our company sales: calendly.com/d/wrzg-gpm8/intro-meeting-with-amazing-business-results

[@jasonatef]

Great Video. Thank you!

[@smallbusinessautomation]

thank you

[@AceHardy]

🙏

[@davisandmac]

Fantastic video...im struggling to get my first Blueprint to work...would love some help?

[@smallbusinessautomation]

In the description there is a link to book appointment. Book an intro meeting. i will try to help you during the 30 minutes to solve the problems. The meeting is free.

[@surajmahato3478]

Make a free deluge series form zero to Advance

[@viktorvaneeckhoudt5582]

Hello Lior, your videos have already helped me a lot! I have a question concerning the escalation rules. Would it be possible to assign the lead to another salesperson once the record owner hasn't responded in time? So that besides giving a notification 'before' the escalation, it would be assigned to another team member during the escalation? And then thus to a role rather than one specific person? and meanwhile adjust the lead status to 'free for all lead' for instance?

[@smallbusinessautomation]

Thank you. Yes that’s possible. It is the field update and change the owner.

[@zipiaizik4056]

אין עליך ילד יקר שלי עלה והצלח בכל דרכיך אוהבת אותך מהנשמה אמא

[@smallbusinessautomation]

Zipi aizik מתוקה שלי

[@Alltagsbegleitungsuedwest]

[@smallbusinessautomation]

Thank you