UNLIMITED TEAM ACCESS.
ZOHO DESK TRAINING.
- Online, self-paced, 100% money back guarantee
- Set up and train your team on Zoho Desk in just 3 days
- Purchase once, and get unlimited access for your team
- Created by Zoho’s #1 Partner in the Americas
Trained by Zoho’s #1 Partner in the Americas through the CRM Team Training Program
TRAIN YOUR TEAM IN 3 DAYS
ONE PURCHASE. UNLIMITED TEAM SEATS.
$1,500 SAVE 50%
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."
- Welcome! (1:06)
- Step 1 – How to Access Zoho Desk (4:17)
- Step 2 – How to Set Up Your Email (5:34)
- Step 3 – How to Add All Your Contacts (6:54)
- Step 4 – How to Add Users (2:13)
- Step 5 – How to Add Departments (2:55)
- Step 6 – How to Add Teams (2:12)
- Step 7 – How to Add All Your Contacts (6:54)
- The Plan for Day 2 (0:27)
- Zoho Desk General Workflow (6:48)
- How to Status Tickets (4:43)
- How to Prioritize Tickets (2:05)
- How to Manage Tickets (2:37)
- How to Collaborate on a Ticket (2:51)
- How to Merge Tickets (2:57)
- How to Search for and Organize your Tickets (5:52)
- How to Change and Use Ticket Views (4:25)
- How To Create Custom Views (3:51)
- How to Access Contact and Account Information (3:28)
- How to Add Articles to the Knowledge Base (6:06)
- The Plan for Day 3 (0:52)
- How to Customize Field Layouts (4:17)
- How to Create Reports and Dashboards (7:20)
- How to Automatically Assign Tickets (6:16)
- How to Integrate with Other Applications (8:23)
- How to Create Automations (5:08)
- How to Set Up SLA’s (8:31)
- How to Set Up Business Hours (2:15)
GET SETUP CORRECTLY
RIGHT OFF THE BAT
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.
LAYING A FOUNDATION
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.
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.
WORK WHILE YOU SLEEP
AUTOMATE YOUR WORKFLOW
REDUCE OPERATIONAL FRICTION
BECOME A ZOHO PRO
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.