Executing Blueprints in the Zoho CRM Mobile App

Blueprint Zoho CRM Mobile App

Blueprints you've configured in Zoho CRM can be executed directly from the mobile app, so a sales rep out on a field visit can progress a Deal through its process without needing to be at a desktop.

How it works

If a Blueprint transition requires certain fields or a note before it can be completed, for example entering a discount within set parameters and logging the details as a note before moving from Qualification to Negotiation, those requirements can be fulfilled directly from the mobile app when executing that transition.

Note: Executing Blueprints on mobile requires the Manage Automation permission on your profile. Historically, some During Transition elements, such as mandatory attachments, mandatory fields, and checklists, had limited or no support on mobile compared to the desktop experience. Mobile Blueprint support has been actively developed since then, so if you're relying on a specific During Transition requirement working on mobile, it's worth testing it directly in your account or checking Zoho's current feature availability page, rather than assuming an old limitation still applies.

Client Script and mobile

If you use Client Script to add custom logic to a Blueprint transition, such as showing a non-mandatory field pop-up before a transition, be aware that Client Script support for Blueprints on mobile apps has lagged behind the web version, so test any Client Script-dependent transition on mobile specifically before relying on it in the field.

Need help? 1 Cloud Consultants can help you design Blueprint transitions that work reliably for your team both on desktop and out in the field. Book a discovery call with 1 Cloud Consultants.