[Zoho CRM] Wizards for Inventory Module & More

[Zoho CRM] Wizards for Inventory Module & More

Zoho is delighted to make a quick announcement about impactful updates related to wizards.

Thus far, Wizards have streamlined CRM data entry across key business modules like Leads, Contacts, Accounts, Deals, and Custom modules by segmenting extensive forms, facilitating progress-saving, and employing conditional rules for an efficient, tailored, and more accurate data capture process.

Inventory modules

Building on this foundation, Zoho has now enhanced support for additional modules that are critical in the sales and procurement process. This support now extends to inventory modules, thereby, offering a smooth and user-friendly wizard setup that can simplify the process of handling transactions and interacting with clients. The supported modules are:
  • Price Books
  • Vendors
  • Quotes
  • Sales Orders
  • Purchase Orders
  • Invoices

Other additions

Zoho didn't stop at just providing Wizards support for inventory modules. Imagine effortlessly guiding your service team through a complex customer issue resolution process, or setting up a new marketing campaign with a step-by-step wizard that ensures all necessary details are captured systematically and no step is missed. Recognizing the need for a comprehensive service approach, they are extending the wizard support for Cases, Solutions, and Campaigns.

Again, for those of you who harness the power of tailored solutions, they have also extended support for modules developed through marketplace plugins and platform plugins, ensuring that custom functionality is not just supported but thrives within our ecosystem.

Additional changes 

  • Limit Expansion
    Limits for wizards have been upgraded. The Enterprise plan now allows for 10 wizards, with up to 2 per module.