【30,000円相当のオンボーディング付き】9/7〜9/9開催 Zoho CRM 管理者向けトレーニングのご案内

【30,000円相当のオンボーディング付き】9/7〜9/9開催 Zoho CRM 管理者向けトレーニングのご案内

Zoho CRM の導入効果を最大限に高める「Zoho CRM 管理者向けオンライントレーニング」の開催が決定しました。Zoho CRM の基礎知識から基本機能まで、Zoho の講師がオンラインにて直接解説します。

※2022年6月の開催回より、トレーニング内容を刷新し、有償にて実施しています。

今回より、30,000円相当のZoho CRM オンボーディングサービスが受講特典として追加されます。これにより、自社の環境に固有の質問や、具体的な運用方法に関する相談を、Zoho 社員と1対1で行えます。Zoho CRM の活用にいっそう役立てていただける内容となった「Zoho CRM 管理者向けオンライントレーニング」を、この機会にぜひご検討ください。

───────────────────────────────────
▼ 詳細・お申し込みはこちら:https://zoho.to/crmtraining202209
───────────────────────────────────

こちらのトレーニングは、実際のZoho CRM の画面を確認しながら初期設定やカスタマイズを行うハンズオン形式です。不明な点や疑問はその場ですぐに質問して解消できます。

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
▼ 開催概要
日程:9月7日(水) - 9日(金) 15:00 - 18:00 
定員:先着15社まで
使用プラットフォーム:TrainerCentral

※参加費用は有料となります。詳細はWebページよりご確認ください。

取り扱うトピック例:
  • Zoho CRM の基本機能について
  • タブ、項目のカスタマイズ
  • Webフォームの作成
  • レポート、アナリティクス
  • ワークフローの作成、割り当てルール
  • メール連携
  • パイプライン(商談の状況に応じて複数の営業ステージを設定)、コマンドセンター(複数のタブにまたがった処理の自動化機能)
    など……
───────────────────────────────────
▼ 詳細・お申し込みはこちら:https://zoho.to/crmtraining202209
───────────────────────────────────
参加特典:
1. チェックリスト
設定の進捗・機能の理解度をチェックできるチェックリストを配布します。当日のトレーニング中にご利用いただくことで、より理解が深まります。

2. トレーニングで使用したスライド
トレーニング中に講師が画面共有するスライドを、トレーニング終了後に閲覧・ダウンロードできます。設定の確認や手順が画像とともにわかりやすく解説されているので、復習に役立ちます。

3. トレーニングのオンデマンド動画
3日間を通したトレーニングのオンデマンド動画を、終了後に閲覧・ダウンロードできます。デモ画面の操作を動画で確認できるので、ご自身のZoho CRM の環境と照らし合わせながらいつでも振り返りが可能です。

4. 【NEW!】 Zoho CRM オンボーディングサービス
Zoho CRMのスムーズな導入・活用・定着化を目的とした、オンボーディングサービス(30,000 円相当)を受講特典として無償で提供します。本トレーニング受講後のユーザーさまを対象とし、オンラインにてZoho 社員より設定や運用面での不明点についてアドバイスを受けることが可能です。

※一部条件あり。詳細はZoho CRM オンボーディングサービスのページをご確認ください。
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Zoho CRM の機能や運用方法を学習して、ビジネスを成長させるための一歩を踏み出しましょう! みなさまのご参加、お待ちしております。

Zoho コミュニティチーム



    Access your files securely from anywhere







                          Zoho Developer Community






                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • Sticky Posts

                                                          • 【6/22〜6/24開催】Zoho CRM 管理者向けトレーニングのご案内

                                                            「Zoho CRMを導入したばかりで、初期設定や基本操作に不安がある」、「短期間で基礎から理解を深め、運用開始までをスムーズに行いたい」「Zoho CRMを基礎から再度学び直したい」といった課題や要望をお持ちの管理者に向け、Zoho CRM 管理者向けオンライントレーニングを実施します。 2022年6月の開催回よりトレーニング内容を刷新し、有償にて実施いたします。   ─────────────────────────────────── >詳細・お申し込みはこちら:https://www.zoho.com/jp/crm/crmtraining/
                                                          • 【12/17(金)Meetup開催】参加者にはノベルティプレゼント!Zoho サービス相談会/情報交換会もあります

                                                            こんにちは、Zoho Japan コミュニティチームの今成です。 12月17日(金)16:00から、今年最後のMeetup(ユーザー交流会)を開催します! ●詳細はこちら:https://www.zohomeetups.com/ZohoJapanCommunityMeetup2021vol4/ 前半は今年9月にZoho サービスを導入したユーザー様のセッションとして、現状の利用状況とこれからどのようにZoho サービスを利用していくか、これからの構想談をお話いただきます。 後半では、Zoho CRM
                                                          • 【6/29(火) 初心者向け】カスタム関数勉強会のご案内

                                                            先日のMeetupでも告知しましたが、以前より多くのユーザーさまからご要望いただいていたZoho の「カスタム関数」に関する基本の勉強会を6/29(火) 17:00に、開催します! 関数の基本的な書き方や、Zoho CRM で活用できる関数例のデモなどについて、Zoho の技術メンバーがわかりやすく解説します。 関数の基本を掴みたい方はぜひ、ご参加くださいませ。 >>申し込みはこちら:‌attend.zoho.com/luy0 以下詳細です。 ーーーーーーーーーーー 日時:6月29日(火) 17:00~
                                                          • 【3/19(金)】Meetup(ユーザー交流会)開催のご案内。Zoho CRM ユーザー事例やZoho Sign の紹介、Zoho CRM 相談会など

                                                            こんにちは、Zoho Japan コミュニティチームの今成です。 2021年1回目となるMeetupを、3月19日(金)16:00~ 開催いたします! ●詳細はこちら:https://www.zohomeetups.com/ZohoJapanOnlineMeetup2021vol1 毎回好評のZoho ユーザーさまによる活用事例をはじめ、Zoho の電子署名ツール「Zoho Sign」の製品デモや、グループディスカッションをご用意しています。 前半/後半のみのご参加も可能ですので、お気軽にご参加ください!
                                                          • 【12/17(木) 16:00-】ユーザー同士で情報交換を行う、グループディスカッションもあります。オンラインMeetup Vol.4 開催のお知らせ

                                                            Zoho コミュニティチームの今成です。最近寒くなってまいりましたが、みなさまいかがお過ごしですか? Zoho Japan Communityでは、今年最後のオンラインMeetup(ユーザー交流会)を開催いたします!以下、詳細のご案内です。 ーーーーーーーーーーーーーーーーーーーーー <日時>2020年12月17日(木) 16:00-18:00 <参加費>無料 <開催方法>オンライン <概要> 前半(16:00〜17:00)  自社活用事例「Zoho 社員は、1日の中でどのサービスをどれくらい使っているのか」(ゾーホージャパン株式会社 コミュニティチーム)


                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources


                                                                                            Zoho Writer Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ





                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Transition Criteria Appearing on Blueprint Transitions

                                                                                                            On Monday, Sept. 8th, the Transition criteria started appearing on our Blueprints when users hover over a Transition button. See image. We contacted Zoho support because it's confusing our users (there's really no reason for them to see it), but we haven't
                                                                                                          • Unified task view

                                                                                                            Possible to enable the unified task view in Trident, that is currently available in Mail?
                                                                                                          • How I set default email addresses for Sales Orders and Invoices

                                                                                                            I have customers that have different departments that handle Sales Orders and Invoices. How can i set a default email for Sales Orders that's different than the default email for Invoices? Is there a way I can automate this using the Contact Persons Departments
                                                                                                          • Modular Permission Levels

                                                                                                            We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other
                                                                                                          • When dispatched to crew, assigning lead missing

                                                                                                            Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assigned
                                                                                                          • Kaizen #157: Flyouts in Client Script

                                                                                                            Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script
                                                                                                          • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

                                                                                                            Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass
                                                                                                          • How get stock name from other column ?

                                                                                                            How get stock name from other column ? e.g. =STOCK(C12;"price") where C12 is the code of the stock
                                                                                                          • Adding a developer for editing the client application with a single user license

                                                                                                            Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer
                                                                                                          • Download an email template in html code

                                                                                                            Hello everyone, I have created an email template and I want to download it as html. How can i do that? I know you can do it via the campaigns-first create a campaign add the template and download it as html from there. But what if i don't want to create
                                                                                                          • Attachment is not included in e-mails sent through Wordpress

                                                                                                            I have a Wordpress site with Zeptomail Wordpress plugin installed and configured. E-mails are sent ok through Zeptomail but without the included attachment (.pdf file) Zeptomail is used to send tickets to customers through Zeptomail. E-Mails are generated
                                                                                                          • Upcoming Changes to the Timesheet Module

                                                                                                            The Timesheet module will undergo a significant change in the upcoming weeks. To start with, we will be renaming Timesheet module to Time Logs. This update will go live early next week. Significance of this change This change will facilitate our next
                                                                                                          • Best way to schedule bill payments to vendors

                                                                                                            I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have
                                                                                                          • Cant update image field after uploading image to ZFS

                                                                                                            Hello i recently made an application in zoho creator for customer service where customers could upload their complaints every field has been mapped from creator into crm and works fine except for the image upload field i have tried every method to make
                                                                                                          • Billing Management: #4 Negate Risk Free with Advances

                                                                                                            In the last post, we explored how unbilled charges accumulate before being invoiced. But what happens when businesses need money before service begins? Picture this: A construction company takes on a $500,000 commercial building project expected to last
                                                                                                          • CRM templates

                                                                                                            Hello everyone, In my company we use Zoho campaigns where we set up all newsletters and we use Zoho CRM for transactional emails. I have created some templates in Zoho campaigns but from my understanding i cannot use those in Zoho CRM, right?
                                                                                                          • Is there an equivalent to the radius search in RECRUIT available in the CRM

                                                                                                            We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT
                                                                                                          • Zoho CRM Inventory Management

                                                                                                            What’s the difference between Zoho CRM’s inventory management features and Zoho Inventory? When is it better to use each one?
                                                                                                          • Cannot Enable Picklist Field Dependency in Products or Custom Modules – Real Estate Setup

                                                                                                            Hello Zoho Support, I am configuring Zoho CRM for real estate property management and need picklist field dependency: What I’ve tried: I started by customizing the Products module (Setup > Modules & Fields) to create “Property Type” (Housing, Land, Commercial)
                                                                                                          • How to add application logo

                                                                                                            I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing
                                                                                                          • Get Workflow Metadata via API

                                                                                                            Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation
                                                                                                          • Zoho Projects - Q2 Updates | 2025

                                                                                                            Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth
                                                                                                          • FSM setup

                                                                                                            So we have been tinkering with FSM to see if it is going to be for us. Now is the time to bite the bullet and link it to our zoho books and zoho crm. The help guides are good but it would really help if they were a bit more in depth on the intergrations.
                                                                                                          • Upcoming Updates to the Employees Module in Zoho Payroll (US)

                                                                                                            We've made a couple of updates to the Employees module in Zoho Payroll (latest version of the US edition). These changes will go live today. While creating an employee Currently, the Compensation Details section is part of the Basic Details step, where
                                                                                                          • Possible to Turn Off Automatic Notifications for Approvals?

                                                                                                            Hello, This is another question regarding the approval process. First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the account
                                                                                                          • ZOHO Creator subform link

                                                                                                            Dear Community Support, I am looking for some guidance on how to add a clickable link within a Zoho Creator subform. The goal is for this link to redirect users to another Creator form where they can edit the data related to the specific row they clicked
                                                                                                          • Allow Resource to Accept or Reject an Appointment

                                                                                                            I have heard that this can be done, is there any documentation on how?
                                                                                                          • Converting Sales Order to Invoice via API; Problem with decimal places tax

                                                                                                            We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed in
                                                                                                          • Create new Account with contact

                                                                                                            Hi I can create a new Account and, as part of that process, add a primary contact (First name, last name) and Email. But THIS contact does NOT appear in Contacts. How can I make sure the Contact added when creating an Account is also listed as a Contact?
                                                                                                          • Custom Fonts in Zoho CRM Template Builder

                                                                                                            Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
                                                                                                          • Python - code studio

                                                                                                            Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already
                                                                                                          • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

                                                                                                            Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
                                                                                                          • How To Insert Data into Zoho CRM Organization

                                                                                                            Hi Team I have this organization - https://crm.zoho.com/crm/org83259xxxx/tab/Leads I want to insert data into this Leads module, what is the correct endpoint for doing so ? Also I have using ZohoCRM.modules.ALL scope and generated necessary tokens.
                                                                                                          • Where can I get Equation Editor por Zoho Writer?

                                                                                                            I need to use Math Formulas in my document. Thank you.
                                                                                                          • How can I get base64 string from filecontent in widget

                                                                                                            Hi, I have a react js widget which has the signature pad. Now, I am saving the signature in signature field in zoho creator form. If I open the edit report record in widget then I want to display the Signature back in signature field. I am using readFile
                                                                                                          • Creator roadmap for the rest of 2022

                                                                                                            Hi everyone, Hope you're all good! Thanks for continuing to make this community engaging and informative. Today we'd like to share with you our plans for the near future of Creator. We always strive to strike a good balance of features and enhancements
                                                                                                          • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                            Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                                                                                          • Filtering repport for portal users

                                                                                                            Salut, I have a weird problem that I just cannot figure out : When I enter information as administrator on behalf of a "supplier" portal user (in his "inventory" in a shared inventory system), I can see it, "customer" portal users can see it, but the
                                                                                                          • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

                                                                                                            Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to
                                                                                                          • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

                                                                                                            Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias
                                                                                                          • Next Page