Free online Zoho training sessions offered every Thursday at 11:00 a.m. Eastern Time. To sign up, 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.
Feb 20 – User Managment in Zoho
Feb 27 – Zoho CRM – The big 4: Leads, Contacts, Accounts & Deals
Mar 5 – How to Customize a Screen/Layout
Mar 12 – Importing Data into Zoho CRM
Mar 19 – Zoho SalesIQ (You need this!)
Mar 26 – Views, Kanban, Canvas – Building Useful Lists with Zoho CRM
Apr 2 – Create and Use Email Templates in Zoho CRM
Apr 9 – How to Create and Run Reports in Zoho CRM
Apr 16 – How to Create and Modify Dashboards & Widgets in Zoho CRM
Apr 23 – Zoho Expense Walk-Through
Apr 30 – Zoho CRM Important Data & Admin Stuff
May 7 – Zoho Campaigns Demo
May 14 – Document Merge with Zoho CRM
May 21 – Zoho WorkDrive
May 28 – Zoho Projects Overview
Jun 4 – Intro to Zoho Books: Generating Quotes
Jun 11 – Basic Workflow Automations in CRM
Jun 18 – Zoho Cliq
Jun 25 – Removing Duplicate Records in CRM
Jul 9 – Using the Zoho CRM Mobile App
Jul 16 – Scoring Rules in Zoho CRM
Jul 23 – Zoho Analytics: Advanced Reporting
Jul 30 – Zoho Artificial Intelligence: Zia & Data Enrichment
Aug 6 – Zoho Phone Integration
Aug 13 – Zoho Flow
Aug 20 – Zoho Bigin
Aug 27 – Zoho Workdrive Pt. 2 & Zoho’s Marketplace App Extensions
Sept 3 – NO CLASS, ENJOY YOUR LABOR DAY WEEKEND!
Sept 10 – Zoho CRM Filters, Tags and Views (Plus how to make mass updates!)
Sept 17 – De-duplication, Account Hierarchies, and Territories in Zoho CRM
Sept 22 – TBD (Drop us a topic suggestion!)
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.