CRM Wizards for Inventory Modules and More
We're delighted to make a quick announcement about impactful updates related to wizards.
Thus far, Wizards have streamlined CRM data entry across key business modules like Leads, Contacts, Accounts, Deals, and Custom modules by segmenting extensive forms, facilitating progress-saving, and employing conditional rules for an efficient, tailored, and more accurate data capture process.
Inventory Modules
Building on this foundation, we've now enhanced support for additional modules that are critical in the sales and procurement process. This support now extends to inventory modules, thereby, offering a smooth and user-friendly wizard setup that can simplify the process of handling transactions and interacting with clients. The supported modules are:
- Price Books
- Vendors
- Quotes
- Sales Orders
- Purchase Orders
- Invoices
Other additions
We didn't stop at just providing Wizards support for inventory modules. Imagine effortlessly guiding your service team through a complex customer issue resolution process, or setting up a new marketing campaign with a step-by-step wizard that ensures all necessary details are captured systematically and no step is missed. Recognizing the need for a comprehensive service approach, we're extending the wizard support for Cases, Solutions, and Campaigns.
Again, for those of you who harness the power of tailored solutions, we have also included support for modules developed through marketplace plugins and platform plugins, ensuring that custom functionality is not just supported but thrives within our ecosystem.
Additional changes
- Limit Expansion
We have upgraded the limits for wizards. The Enterprise plan now allows for 10 wizards, with up to 2 per module.
That's all for this announcement. Let us know your feedback and suggestions in the comments below.
To find out more about the feature availability and limits: Click here
Help Documentation: Wizards