In this video, I walk you through how to set up and use Blueprints in Zoho CRM to streamline your sales pipeline and ensure consistency across your team. Whether you're just getting started or scaling your business, Blueprints help enforce processes, automate tasks, and boost overall efficiency. From setting up stages to creating automated transitions and applying SLAs, I cover it all step by step.

Key Topics Covered:

🟠 Implementing Blueprints for process automation
🟠 Adding mandatory fields, tasks, and notifications
🟠 Using SLAs to track progress and meet deadlines
🟠 Best practices for ensuring data consistency and team alignment

If you're ready to take your CRM to the next level, this video is for you! Have questions? Drop them in the comments below, and I’ll be happy to help.

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