How do I create records using wizards | CRM FAQs

How do I create records using wizards?

The steps required to create records in Wizards can vary based on the layout permission set by the CRM administrator. 
  1. If the administrator has made the wizard layout as default, then
    1. Go to the desired module and click the + icon.
    2. You will see the wizard screen where you can enter values to the fields.
  2. If wizard is not set as the default layout:
    1. Go to the desired module and click the + icon.
    2. Click the Edit page layout drop-down.
    3. Select the Wizard layout.
    4. Start adding values to the fields in the wizard screen. 

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