Blueprints

Install a packaged setup — collections, stages, pipelines, automations — in one go.

• ArticleWhat a blueprint isA blueprint is a packaged setup you install in one go — collections with their fields, stages, pipelines, automations and email templates, already wired together. Instead of assembling a working area of the CRM by hand, you install it, answer a couple of questions, and adapt from there. Installing is atomic and reversible, and conflicts with what you already have are checked first.
• ArticleInstall a blueprintInstalling a blueprint has three stages: read what it will create and what it needs, run a conflict check against your business, then install. Prepare anything it points at — a mailbox, an audience collection — before you start, and resolve any conflicts piece by piece rather than letting it collide with what you already have.