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
- The Basics of Zoho CRM Customization
- How to Build a Custom Module in Zoho CRM
- How to Customize Layouts & Create Layout Rules in Zoho CRM
- How to Import Data into Zoho CRM
- How to Create Custom Views or Lists in Zoho CRM
- Customizing Different Views in Zoho CRM: Tabular vs Kanban vs Canvas
- How to Build Custom Email Templates in Zoho CRM
- How to Build Custom Dashboards & Widgets in Zoho CRM
- Important Data & Admin Stuff to Know
- Document Creation & Merging
- How to Build a Workflow Automation in Zoho CRM
- How to Merge Duplicate Contact Records
- How to Generate, Send, and Document Sales Quotes in Zoho CRM
- How to Mail Merge Documents in Zoho CRM & More
Other Zoho Tutorials:
- How to Set Up a New Zoho One Account
- Zoho SalesIQ (Essential for your business!)
- 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)
- Apollo.io Data Enrichment for Zoho CRM (enrich your CRM records with data from Apollo.io's business directory)
