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1 Lesson
Free
Advanced Inventory Reporting Using Aggregate Formulas
Peter
Hopefully by now you think aggregate formulas are as cool as we do. If not, this course might just convince...
The Workflow Academy
Learning Paths
Not sure where to start?
Follow along our structured programs and
begin your Zoho journey.
Let's go through the basics.
Get your ‘Zoho Legs ‘ with our beginner programs. You’ll learn the fundamentals of the core Zoho applications and more!
Amazing work! Let’s move on.
Mastered the basics? Time to get into the nitty gritty of Zoho! These programs will expand on your previous knowledge and enhance your understanding of the Zoho Ecosystem.
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5 Lessons
Free
How to Set Up (a Simple Version of) Zoho Desk
Peter
Zoho Desk could be the solution for your customer service and ticketing needs. Learn all about how to get it...
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1 Lesson
Free
The Smartest Ways to Gather Zoho Survey Data into Zoho CRM
Peter
If you haven’t already, add Zoho Survey to your growing list of Zoho One apps. Here is the business use...
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1 Lesson
Free
Creating Your First Zoho Analytics Dashboard (for Beginners)
Peter
https://vimeo.com/478328200/3db9d1607c This is where the fun begins! Actually creating something in Zoho Analytics. In this short course, you can expect...
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1 Lesson
Free
Learn How to Set Up Zoho Analytics (for Beginners)
Peter
https://vimeo.com/477902815/0d4aadee36 Let’s automate away the need for outsourcing your data analytics! Zoho Analytics, once learned, is a powerful tool for...
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3 Lessons
Free
Coding Your First CRM Custom Function (for Non-Programmers!)
Peter
Coding and programming can sound scary, especially for those of us with zero programming experience. That was me! But, I...
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3 Lessons
Free
Design Your First Sales Blueprint!
Peter
Architects who design buildings are not the only ones to use blueprints. Zoho CRM system architects, the you-in-training, use them...
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1 Lesson
Free
Whip Your Resume Into Shape
Peter
Here at the Workflow Academy, we think resumes are a sort of necessary evil. Most people don’t like to show...
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3 Lessons
Free
How to Automate Contracting with Zoho CRM and Zoho Sign
Peter
If you are starting this course, you are probably familiar with part of the Zoho Suite, including CRM. Some of...
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3 Lessons
Free
Should I Hire a Zoho Partner or Build Zoho Myself?
Peter
If you don’t want to watch this whole course, at least watch this video! You Should Build Zoho Yourself If…...
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3 Lessons
Free
Easily Importing CSV Data into Zoho CRM
Peter
https://vimeo.com/723269633/8c8d977407 Skills we’ll cover in this course are: Running mass-updates via data imports (including lookup fields), importing to add records,...
You are now ready, my apprentice.
Finished our programs? Continue your Zoho Education with these courses.
