Trained by Zoho’s #1 Partner in the Americas through the CRM Team Training Program
TRAIN YOUR TEAM IN 7 DAYS
ONE PURCHASE. UNLIMITED TEAM SEATS.
Team members are looking forward to starting their training and learning more. Everyone is ALL IN.
Thanks for pushing this learning project. We are extremely excited to participate.
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.
Administrator Course
In just 7 days, you'll learn everything you need to know to setup, customize, and configure Zoho CRM at an organizational level. Say goodbye to guesswork and hello to expert-level skills with our comprehensive administrator course.
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 updates and training, that way your team knows exactly how to use Zoho CRM as it evolves.
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 on demand, without the pressures of a traditional classroom setting.
Standard User Course
In just 2 days, you'll learn everything you need to get started and become proficient in the basics. Our course is designed to provide exactly what you need to succeed in using Zoho CRM at a basic level. With no fluff or unnecessary information, you can be confident that you're getting the most efficient and effective training available. Don't waste time with a lengthy course, when you just need to know the basics.
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.
CURRICULUM
Administrator Setup and Training
- 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)
Standard User Setup and Training
- Welcome to the Program (1:42)
- The Plan for Your Training (1:58)
- Block Off Time for the Program (1:34)
- Request Access to Zoho CRM (2:27)
- Setup Your Email IMAP (3:36)
- Add Your Email Signature (1:31)
- Ensure You Have the Correct User Profile and Role (2:10)
- 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)
PROGRAM OVERVIEW
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
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.
