Join The Community Sign Up For Club Zenatta

UNLIMITED TEAM ACCESS.
MULTIPLE COURSES AVAILABLE.

  • Online, self-paced, 100% money back guarantee
  • Set up and train your team on Zoho CRM & Zoho Projects
  • Purchase once, and get unlimited access for your team
  • Created by THE Premier Zoho Premium Partner in the Americas

OUR COURSES

TRAIN YOUR TEAM IN 7 DAYS
OR LESS!

ONE PURCHASE. UNLIMITED TEAM SEATS.

HOW IT WORKS

One Time Purchase

Pay once. Add your entire team (and future team members) to the program at no additional cost.

Team Invite Form

Use the team invite form to invite your entire team (and future team members) to the program at no additional cost.

Progress Reports

Get updated on your entire teams training progress every Monday 8am PST.

Admin Onboarding Checklist

Our checklist is designed to guide you through the organizational setup process step-by-step, ensuring that you have everything you need to hit the ground running as a company. With easy-to-follow instructions and helpful tips, you'll be up and running in no time.

Keep Updated

Get automatically notified of major Zoho CRM & Zoho Projects updates and training, that way your team knows exactly how to use Zoho CRM & Zoho Projects as they evolve.

100% Satisfaction Guaranteed

Or your money back! Email support@zenatta.com for an immediate refund within 30 days of purchasing if you're not 100% satisfied.

Self-Paced Learning

Learn Zoho CRM or Zoho Projects on demand, without the pressures of a traditional classroom setting.

User Onboarding Checklist

Our checklist is designed to guide you through the user onboarding process step-by-step, ensuring that you have everything you need to hit the ground running. With easy-to-follow instructions and helpful videos, you'll be up and running in no time.

Value Packed Training. Bite Sized Learning.

Have your team dedicate 1.5 hours a day to training for 7 business days, and your team will be setup and trained to use Zoho CRM. And only 4 days for Zoho Projects!

COURSE CURRICULUMS

ZOHO CRM

  • Welcome to the Program (1:42)
  • The Plan for Day 1 – Get The Administrator Checklist (1:58)
  • Block Off Time for the Program (1:34)
  • Checklist Item 1 – Add Your Team to the Program (2:45)
  • Checklist Item 2 – Setup Your Email IMAP (3:36)
  • Checklist Item 3 – Adding DKIM and SPF Records (3:04)
  • Checklist Item 4 – Add Your Email Signature (1:31)
  • Checklist Item 5 – Add a System User (3:44)
  • Checklist Item 6 – Ensure You Have the Correct User Profile and Role (2:10)
  • Checklist Item 7 – Create Profiles for Your Team (6:39)
  • Checklist Item 8 – Invite Your Team to Join Zoho CRM (3:44)
  • Checklist Item 9 – Send Standard Users Their Onboarding Checklist (1:47)
  • Checklist Item 10 – Fill Out Company Details (4:27)
  • Give Us Some Feedback! Make This Program Better. (1:00)
  • The Plan for Day 2 (1:07)
  • 201 – Core Modules Explained (5:27)
  • 202 – Create Profiles (2:13)
  • 203 – Add Roles (2:23)
  • 204 – Create a Lead (2:02)
  • 205 – Edit Records (0:55)
  • 206 – Clone Records (1:12)
  • 207 – Add Notes (1:10)
  • 208 – Attach Files (1:21)
  • 209 – Create Activities (2:31)
  • 210 – Create Contacts and Save and New (1:13)
  • 211 – Delete and Restore Records (1:45)
  • 212 – Convert a Lead (2:37)
  • 213 – Search for a Record (3:38)
  • 214 – Record View Types (2:17)
  • 215 – Create a Custom View (2:17)
  • 216 – Send an Email (1:50)
  • 217 – Email Insights (1:07)
  • 218 – Sending Mass Emails (2:11)
  • 219 – Create a Report (2:47)
  • 220 – Mass Update Records (1:28)
  • 221 – Create an Email Template (3:22)
  • The Plan for Day 3 (3:34)
  • 301 – Customize Home Pages (10:20)
  • 302 – Customize Fields (21:43)
  • 303 – Customize Picklist Colors (3:48)
  • 304 – Customize Sections (1:55)
  • 305 – Customize Layouts (2:43)
  • 306 – Customize Tab Groups (2:12)
  • 307 – Customize Modules (3:46)
  • 308 – Customize Pipelines (4:47)
  • 309 – Customize Related Lists (3:39)
  • 310 – Customize Subforms (4:16)
  • The Plan for Days 4,5,6 (1:14)
  • Email Configuration (4:17)
  • Email Parser (6:10)
  • BBC Dropbox (3:00)
  • Deduplication (5:43)
  • Business Messaging (2:48)
  • Copy Customization (2:43)
  • Telephony (2:28)
  • Portals (3:29)
  • Signals (2:24)
  • Templates (6:49)
  • Data Preparation For Import (10:50)
  • Import (6:58)
  • Remove Sample Data (1:02)
  • Export (2:49)
  • Storage (2:34)
  • Canvas (9:16)
  • Wizards (4:01)
  • Actions (6:08)
  • Schedules (2:37)
  • Workflow Rules (6:44)
  • Assignment Rules (4:50)
  • Scoring Rules (5:27)
  • Approval Processes (4:32)
  • Blueprints (12:38)
  • Parallel Transitions (6:11)
  • Data Backup (1:53)
  • Audit Log (1:53)
  • Sandbox (8:27)
  • Calendar Booking (3:24)
  • Company Details (5:58)
  • Compliance Settings (5:08)
  • Data Sharing Settings (6:02)
  • Personal Settings (1:31)
  • Schedules (2:32)
  • Territory Management (9:42)
  • Trusted Domain (4:33)
  • Users (4:53)
  • Zoho Marketplace (6:36)
  • Recycle Bin (1:56)
  • The Plan for Day 7 (0:56)
  • Create a Client Script (7:08)
  • API (4:20)
  • Connections (3:28)
  • Custom Functions (6:31)
  • Zoho CRM’s API Documentation (1:53)

ZOHO PROJECTS

  • Welcome to the Program (2:17)
  • Day 1 Overview (0:42)
  • Block Off Time for the Program (0:47)
  • Team Invite Form (2:38)
  • List Requirements (Optional) (3:30)
  • Add a System Administrator User (3:20)
  • Zoho Projects Integration with CRM (4:01)
  • Ensure You Have The Right Profile(2:22)
  • Create Profiles for Your Team (3:13)
  • Add Users to Zoho Projects (2:13)
  • Download the Zoho Projects Mobile App (1:26)
  • Change the Theme (2:46)
  • The Plan for Day 2 (0:57)
  • 201 – Breakdown (1:48)
  • 202 – Objects (3:49)
  • 203 – Project Groups (2:23)
  • 204 – Projects (8:53)
  • 205 – Project Templates (2:42)
  • 206 – Milestones (3:42)
  • 207 – Task Lists (2:47)
  • 208 – Tasks (10:18)
  • 209 – Custom Views for Tasks (3:51)
  • 210 – Update Task Status (2:45)
  • 211 – Log Hours (3:12)
  • 212 – Tabs (0:43)
  • 213 – Homepage (5:04)
  • 214 – Feeds (2:24)
  • 215 – Discuss (2:44)
  • 216 – Reports Part 1 (6:29)
  • 217 – Reports Part 2 (4:47)
  • 218 – Calendar View (1:56)
  • 219 – Project List View (4:30)
  • 220 – Work Overview (3:52)
  • The Plan for Day 3 (0:31)
  • 301 – Customize Home Pages (2:01)
  • 302 – Task List Template (4:06)
  • 303 – Web Tabs (2:34)
  • 304 – Project Layouts (6:14)
  • 305 – Task Layouts and Rules (7:47)
  • 306 – Milestone, Issues, Timesheets Customization (3:40)
  • The Plan for Day 4 (0:55)
  • Workflow Rules (8:34)
  • Email Templates (6:53)
  • Email Alerts (2:56)
  • Webhook (4:47)
  • Blueprints (11:52)
  • Task Automation (2:31)
  • Macros (2:30)

 

DAY 1

GET SETUP CORRECTLY
RIGHT OFF THE BAT

ONBOARDING

Get your team setup correctly in Zoho CRM with onboarding checklists. The onboarding checklists in CRM Team Training are battle tested and have corresponding walkthrough videos.

DAY 2

LAYING A FOUNDATION

USER BASICS

Zoho CRM can be disorienting without basic training. Day 2 focuses on getting your whole team up to speed on Zoho CRM fundamentals. Your team will learn how to create & search for records, understand the core modules, the different emailing options, and much more.

DAY 3

ZOHO CRM WAS MADE TO MOLD

EVERY BUSINESS IS DIFFERENT
MAKE YOUR CRM YOURS

Zoho CRM is almost too free-form out of the box. You must customize your CRM in order for it to add value to your day-to-day operations. Customization allows you to display your information the way you want, so you can easily access the most pertinent information in your business.

DAYS 4,5,6

WORK WHILE YOU SLEEP

AUTOMATE YOUR WORKFLOW
REDUCE OPERATIONAL FRICTION

Zoho CRM has robust automation capabilities. The key to automating your business is to first understand your operations, then to understand Zoho CRM’s configuration options. When these two things are thoroughly understood, creating automations for your business becomes intuitive.

DAY 7

BECOME A ZOHO PRO

ADVANCED TRAINING

Learn what it takes to solve advanced problems in Zoho CRM. On day 7 you’ll learn how to deploy advanced automations using scripts and how to approach solving complex system issues.

SAMPLE THE GOODS
BEFORE YOU BUY!

GET A SAMPLE

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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