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ZOHO CRM – Blueprints, more than one? You bet!

By July 31, 2018No Comments

Did you know that you can run more than one Blueprint at one time??  You can even re-order Blueprints so that they execute in the desired order.  Here’s how:

First you need to create your blueprints  (Setup->Automation->Blueprints)   *if you’re looking for more information on CREATING Blueprints, please check-out our marksgrouplive.com website – Blueprint module.

Once you have your blueprints created and activated, you can re-order them by first going to Setup->Automation->Blueprints:

  • Select the module
  • click re-order
  • click and drag the grab bars to move the blueprints around
  • click save
Suzanne Kirkland

Author Suzanne Kirkland

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