Zoho CRM Wizards guide users through record creation as a series of manageable screens, rather than one long form, and this feature has moved well beyond its original beta release.

What a Wizard does

• Splits record creation into multiple steps, each showing a chosen subset of fields
• Navigates dynamically, showing different screens depending on values already entered
• Lets a record be saved as a draft partway through
• Is assigned to specific user profiles, so only relevant users see it when creating a record in that module

Building one faster with Generate Wizard

Rather than assembling every screen manually, Generate Wizard lets you build a wizard by simply selecting the sections and fields you want included.

Reviewing before saving

A summary screen can be configured to appear before a record is saved, on creation, on edit, or both, giving users a chance to review everything they've entered before confirming, which is especially useful on longer wizards.

Client Script support

Wizards support Client Script for validation and dynamic behaviour beyond standard field rules, such as enforcing different minimum quantities based on a selected category.