Zoho Web School Topics & Class Schedule


Free online Zoho training sessions offered every Thursday at 11:00 a.m. Eastern Time will resume at a later date. To sign up for upcoming classes, click on the blue button below and fill out the registration form. Refer to the schedule below for dates and topics, and please drop us some topic suggestions!

After registering, you will receive a brief survey regarding topics and Zoho applications. Your submission will help us determine which other topics and Zoho applications you wish to learn about or be trained on. Training sessions will be recorded, however we will stop recording to allow for “off the record” Q & A’s. The entire session will be limited to 60 minutes.

Drop us a topic suggestion for future classes!

Dec 3 – Zoho Cliq & Net Promoter Score


Nov 19 – Merging Documents in Zoho

Nov 12  – Zoho Security Preferences

Nov 5 – Zoho CRM Funnel Charts

Oct 29 –  Zoho CRM Reports

Oct 22 – Zoho Survey

Oct 15 – How to Generate Sales Quotes with Zoho Books and Zoho CRM

Oct 8 – How to Integrate Your Calendar with Zoho

Oct 1 – Google Chrome Extensions for Zoho

Sept 24 – Sales Forecasting Modules and Territories Feature

Sept 17 – De-duplication, Account Hierarchies, and Territories in Zoho CRM

Sept 10 – Zoho CRM Filters, Tags and Views (Plus how to make mass updates!)


Aug 27 – Zoho Workdrive Pt. 2 & Zoho’s Marketplace App Extensions

Aug 20 – Zoho Bigin

Aug 13 – Zoho Flow

Aug 6 – Zoho Phone Integration

Jul 30 – Zoho Artificial Intelligence: Zia & Data Enrichment

Jul 23 – Zoho Analytics: Advanced Reporting

Jul 16 – Scoring Rules in Zoho CRM

Jul 9 – Using the Zoho CRM Mobile App

Jul 2 – No class. Happy 4th of July!

Jun 25 – Removing Duplicate Records in CRM

Jun 18 – Zoho Cliq

Jun 11 – Basic Workflow Automations in CRM

Jun 4 – Intro to Zoho Books: Generating Quotes

May 28 – Zoho Projects Overview

May 21 – Zoho WorkDrive

May 14 – Document Merge with Zoho CRM

May 7 – Zoho Campaigns Demo

Apr 30 – Zoho CRM Important Data & Admin Stuff

Apr 23 – Zoho Expense Walk-Through

Apr 16 – How to Create and Modify Dashboards & Widgets in Zoho CRM

Apr 9 – How to Create and Run Reports in Zoho CRM

Apr 2 – Create and Use Email Templates in Zoho CRM

Mar 26 – Views, Kanban, Canvas – Building Useful Lists with Zoho CRM

Mar 19 – Zoho SalesIQ (You need this!)

Mar 12 – Importing Data into Zoho CRM

Mar 5 – How to Customize a Screen/Layout

Feb 27 – Zoho CRM – The big 4: Leads, Contacts, Accounts & Deals

Feb 20 – User Managment in Zoho

Our Methodology – Twelve/Three specializes in CRM training and we use most methodologies. We believe that it is best to learn one or two things a week versus multi-day training classes where all topics are covered ion rapid succession. Learn a single thing, put it into practice and build on that. Over time, your experience will provide you with any Zoho skills you may need.

The details – We use Zoho Meeting and can accommodate 100 students. If limits are reached, we will show preference to our existing clients and may most likely repeat the session. We reserve the right to disconnect users for any reason. Because we are based in New York state, classes will be held on Thursday at 11:00 a.m. Eastern Time. This should allow for other US time zones, as well as some international time zones, to attend. Classes will be held in English and uploaded onto our YouTube channel. Feel free to contact us if you have any questions.

Twelve/Three Marketing, Inc.

4043 Maple Rd, Suite 204
Amherst, NY 14226

e: support@twelvethree.com
p: (716) 837-5727
f: (716) 837-5727

About Twelve/Three

Twelve/Three partners with leading software platforms such as Act!, Zoho, GoldMine, QuoteWerks, & Microsoft to deliver the best customer support and smoothest deployment experience.

20+ years of industry expertise since 1993!