Focus Group Webinar - Streamline Record Creation with Wizards
Hi there,
With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
This is where Wizards in Zoho CRM can make a significant difference. Wizards enable users to capture customer information by breaking lengthy forms into a series of intuitive screens, simplifying the data entry process and reducing the need for excessive custom fields. By segmenting forms into manageable steps. Wizards allow users to complete sections and save partially filled forms as drafts, ensuring they can return to them later without losing any information. This not only enhances the user experience but also minimises the risk of errors, ensuring that the captured data is accurate and reliable without requiring extensive technical expertise.
Register for a session below:
Date | Time Zones | Registration |
Nov 20th | 11:30 AM EDT | 10:30 AM CDT | 08:30 AM PST | 11:30 AM EST |
Webinar Agenda:
- Introduction to Wizards
- Why Wizards? - Common Challenges and use-case scenarios within businesses
- Live demonstration of User implementation
- Setting up Wizards for your CRM system
- Q&A Session with the product experts
Looking forward to see you there; click the above link to register now!
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