The Form Builder

Drag and drop! Just like so many other features in the Zoho Suite.

We need to add the following to our form:

  1. Closing Date (date)
  2. Amount (currency) – you can add whatever other deal-level fields you want
  3. Add a Note? (decision box)
  4. Note (multi-line)
  5. Add a task? (decision box)
  6. Task Title (single line)
  7. Description (multi-line)
  8. Due Date (date)
  9. Priority (picklist)

Zoho Creator Field Documentation

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