Zoho CRM - Wizard

Zoho CRM - Wizards

When creating a record or editing a record in Zoho CRM a long form can be daunting and complex to complete. Using Zoho CRM Wizards you can break this complex data capture into manageable sections that prompt the User on correct and timely data capture.

  1. Enterprise: Total 5 wizards/org (2 wizards/module)
  2. Ultimate: Total 25 wizards/org (5 wizards/module)
An example of the Zoho CRM Wizard builder:

Zoho CRM Wizard Builder

Zoho CRM - Wizard in use:

Zoho CRM Wizard

Published: May 2020

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