Which modules are wizards supported | CRM FAQs

In which modules are wizards supported?

Wizards are supported in both standard and custom modules, except Inventory and Activities modules. You can also create wizards for different layouts.

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                                                                                      • Related Articles

                                                                                      • Wizards

                                                                                        What is a Wizard? A Wizard helps you divide a long form into a series of screens, where users can enter data on each screen as they proceed to the next step until completion. A step-wise approach is less overwhelming and reduces chances of erroneous ...
                                                                                      • Is Wizards available in Sandbox?

                                                                                        No, Wizards is not yet supported 
                                                                                      • Customizing Modules

                                                                                        Modules in Zoho CRM, let you categorize and track various aspects of your business such as Sales, Marketing, Customers, Products, Meetings and the like. Modules in Zoho CRM are represented in the form of tabs such as Leads, Contacts, Deals, Tasks ...
                                                                                      • Standard Modules & Fields

                                                                                        The standard modules in Zoho CRM: Leads Accounts Contacts Deals Campaigns Forecasts Cases Solutions Products Price Books Quotes Reports Invoices Vendors Purchase Order Sales Orders Tasks Dashboards Documents Calls Meetings The following tables give ...
                                                                                      • Are Wizards used for creating records through automatic methods?

                                                                                        No, Wizards cannot be used for creating records through webform, import or API. It is available only when records are created manually in the CRM module.  Read more about creating records through wizards. 
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