NEW FEATURE - Wizards... And How to Use Them!

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This video goes into detail about the long awaited feature in Zoho CRM: Wizards!
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Опубликовано:

13 сен 2024

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Комментарии : 4

@pierceables731 4 месяца назад

fantastic video thank you.

@joeachakji Год назад

Is there a video you share on how to mandate the wizard the user sees ?

@benjenkins2415 4 года назад

Interesting...thanks for putting this together. Could the Wizard work for editing records? I'd like to streamline that process too (e.g. follow-up conversations with Contact).

@DownUnderOzzy 3 года назад

Thanks for this info Is there a use case for this other than breaking the entry info down into steps? Can this fire off a Blueprint by changing a field? Would see the whole record instead of the wizard record?