Z-School: Free web based Zoho training

Join us every Thursday for 30 minutes of web based Zoho training. Topics range from beginner to advanced level and are determined by polling previous attendees. You can also submit the form below to suggest your own topics for future sessions.

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 vs 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 Zoho skills.

The details – We use GotoMeeting.com and we can accommodate 25 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 4pm Eastern Time. This should allow for other US time zones to attend. Classes will be held in English. They may not be recorded if you cannot attend. We often repeat popular topics.

If you want to be notified of pending Zoho training sessions, please sign up using the form below. We don’t send notices to our general database, only to those who want the notifications.

Upcoming Schedule – All classes start at 4pm Eastern Time. Complete the sign up form and you will be sent a weekly e-mail with web meeting details.

We are surveying our usual students to set the next series of 10 classes. Please stay tuned.

Feb 1 – Zoho CRM Security – understanding Roles & Profiles
Feb 8 – Zoho Vault
Feb 15 – Creating Email Templates in CRM
Feb 22 – Using Tags in CRM to create groups
Mar 1 – Zoho SalesIQ, integrated web chat for your website and CRM
Mar 8 – How to use Zoho Survey
Mar 15  – Basic CRM workflow to automate sales
Mar 22 – No class
Mar 29 – Using Blueprint for advanced automation in CRM
Apr 5 – The Zoho Mobile client
Apr 12 – Geoff at Zoholics in Austin, TX. You are invited. No school!

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