Make inputting data easier - input wizard
£300.00
Do you want to make it easier to input data into CRM? One way you can make data entry easier is by splitting it up into stages in a Wizard. A wizard helps you to organise data input into different screens and you can add a script for data entry as well.
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Agree on input process - We use the online GetSkore tool to map the process for users too input lengthy and complex data into a CRM record. Usually, we do this over video conference with the team.
Configure the screens and designs - Working from the information collected in mapping the input process we configure the wizards for you and include any script that you may want to add.
Test Wizard - Once the wizard is completed, we test this with you and your users and make any adjustments required.