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.