Zoho Training Videos
Click on a Zoho training topic below to be taken to its tutorial video. Each training video was conducted and recorded using Zoho Meeting, a secure online meeting platform. Please feel free to contact us and schedule a consultation if further assistance is needed with your Zoho CRM and/or other Zoho apps. You may also Visit Our YouTube Channel to access all Zoho training videos up to date. By subscribing to our channel, you will receive an email each time a new training video is uploaded. We are always taking topic suggestions, so please let us know what you would like to learn!
Zoho CRM Tutorials:
- User Management
- The Big 4: Leads, Contacts, Accounts & Deals
- Customizing Modules & Layouts
- Importing Data
- Building Customized Lists & Using Views (Tabular, Kanban & Canvas)
- Email Template Creation & Usage
- How to Create & Run Reports (Video Recording Unavailable)
- Dashboard Modification & Widget Creation
- Important Data & Admin Stuff to Know
- Document Creation & Merging
- Workflow Automation
- How to Merge Duplicate Contact Records
- How to Use Zoho CRM Mobile App (Recording Unavailable)
- Scoring Rules in Zoho CRM
- Filters, Tags and Views
- How to Generate, Send, and Document Sales Quotes in Zoho CRM
- Keep Track of Leads and Deals with Funnel Charts in Zoho CRM
- How to Mail Merge Documents in Zoho CRM & More
Other Zoho App Tutorials:
- Zoho SalesIQ (Essential for your business!)
- Zoho Expense (How to easily track your costs.)
- Zoho Campaigns (Advanced Email Marketing Tool)
- Zoho WorkDrive (HUGE Cloud Storage)
- Zoho Projects (How to better manage your work tasks.)
- Zoho Analytics (Advanced Data Reporting)
- Zoho Bigin (Small Business CRM Software)
- Zoho Workdrive Pt. 2 & Zoho’s Marketplace (More features of Workdrive and Available Extensions for Zoho Apps)
- Zoho Books (How to Generate and Send Sales Quotes)
- Zoho Survey (How to Create/Send Surveys to Clients and Leads Using Zoho)
Web Browser Extensions and Other Handy Tools for Zoho Apps:
Web Browser Extensions and Other Handy Tools for Zoho Apps:
- Google Chrome Extensions for Zoho Apps (Zoho CRM for Gmail, Contact Info Extractor for Chrome, and more)
- How to Integrate Your Calendar with Zoho (Make your calendar available for users to schedule appointments whether you use Microsoft Outlook or Google.)
- How to Make Your Zoho Account More Secure (Improve the security of your Zoho account in various ways, e.g. Two-factor Authorization)
