【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

                                                                                              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

                                                                                                              • Kaizen #223 - File Manager in CRM Widget Using ZRC Methods

                                                                                                                Hello, CRM Wizards! Here is what we are improving this week with Kaizen. we will explore the new ZRC (Zoho Request Client) introduced in Widget SDK v1.5, and learn how to use it to build a Related List Widget that integrates with Zoho WorkDrive. It helps
                                                                                                              • Set connection link name from variable in invokeurl

                                                                                                                Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()
                                                                                                              • Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?

                                                                                                                We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?
                                                                                                              • I Need Help Verifying Ownership of My Zoho Help Desk on Google Search Console

                                                                                                                I added my Zoho desk portal to Google Search Console, but since i do not have access to the html code of my theme, i could not verify ownership of my portal on Google search console. I want you to help me place the html code given to me from Google search
                                                                                                              • Timeline Tracker

                                                                                                                Hi Team, I am currently using Zoho Creator – Blueprint Workflows, and I would like to know if there is a way to track a timeline of the approval process within a Blueprint. Specifically, I am looking for details such as: Who submitted the record Who clicked
                                                                                                              • Primary / Other Billing Contacts

                                                                                                                If you add an additional contact to a Zoho Billing Customer record, and then mark this new contact as the primary contact, will both the new primary and old primary still receive notifications? Can you stop notifications from going to the additional contacts
                                                                                                              • Is it possible to enforce a single default task for all users in a Zoho Projects ?

                                                                                                                In Zoho Projects, the Tasks module provides multiple views, including List, Gantt, and Kanban. Additionally, users can create and switch to their own custom views. During project review meetings, this flexibility creates confusion because different users
                                                                                                              • [Free Webinar] Zoho Creator webinars - Learning Table and Creator Tech Connect Series in 2026

                                                                                                                Hello everyone, Wishing you all a wonderful new year! May 2026 and the years ahead bring more opportunities, growth, and learning your way 🙂 We’re excited to kick off the 2026 edition of the Learning Table Series and Creator Tech Connect Series ! Learning
                                                                                                              • Reply and react to comments

                                                                                                                Hi everyone! We're excited to bring to you a couple of new features that'll make your sprint process simpler. A cloud application brings with it an array of social media features that can be efficiently used in your organizational setup. As an agile scrum
                                                                                                              • Module Customisation - Lookup function not available

                                                                                                                Good evening, Within my business, I can have multiple customers, who have multiple mobile assets. When I set these assets up, I enter information such as vehicle registration, Vehicle identification number (VIN), Unit number, YOM, in addition to others.
                                                                                                              • zoho click, and nord VPN

                                                                                                                Unfortunately, we've been having problems with Zoho Click, where essentially the line cuts off after about a minute's worth of conversation every time we are on VPN. Is there a way we can change this within the settings so it does not cut the line off
                                                                                                              • Zoho Calender

                                                                                                                a) does the clanender in zoho project allow you to see the name of the event in the celnder view, it currently says either "Task (1) or "Milestoen (1)" b) Alternatively does the calender in Zoho project integrate with zoho calender?
                                                                                                              • Matching ZOHO Payments in Banking

                                                                                                                Our company has recently integrated ZOHO Payments into our system. This seemed really convenient at first because our customers could pay their account balance by clicking on a link imbedded in the emailed invoice. Unfortunately, we can't figure out how
                                                                                                              • New Enhancements to Zoho CRM and Zoho Creator Integration

                                                                                                                Hello Everyone, We’ve rolled out enhancements to the Zoho Creator and Zoho CRM integration to align with recent updates made to the Zoho Creator platform. With enhancements to both the UI and functionality, This update also tightens access control by
                                                                                                              • Work Type - Limitation

                                                                                                                Hello, I'm setting up work types and have noticed, a limitation on the parts area to 10 lines. Can this be increased to 20 or greater? In addition to this, when I attempt to add the work type to a work order, the correct labour hours doesn't flow through.
                                                                                                              • Locked out of MFA due to changing phones

                                                                                                                I have been locked out of my Zoho Books account since i changed my mobile phone over. I can get the OTP through the ZOHO Books software but i cant confirm using my phone app as nothing appears to authorise. I need to know how to register/set up my new
                                                                                                              • Emails sent through Bigin are not posting in IMAP Sent folder

                                                                                                                I have set up my email to work from within Bigin using IMAP.  I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc.  I want all my emails to populate my email client (outlook & iphone email) whether or
                                                                                                              • Turning the page for Zoho SalesIQ: 2025 to 2026

                                                                                                                As we wrap up 2025, we would like to take a moment to reflect on what we set out to achieve this year, what we’ve delivered, and where we’re headed next. What we focused on in 2025 This year was all about strengthening the core of engagement and AI, making
                                                                                                              • Temporary Outage in Zoho Cliq Affecting US Users – July 23, 2025

                                                                                                                We experienced a service disruption in Zoho Cliq that impacted core functionality for users in the US region. The issue occurred between Jul 23, 2025, 06:54:00 PM IST and 07:13:13 PM IST, lasting approximately 19 minutes. To restore service stability,
                                                                                                              • Zoho Cliq not working on airplanes

                                                                                                                Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly
                                                                                                              • Create an Eye-Catching Announcement Widget for Your Help Center

                                                                                                                Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for
                                                                                                              • Customer Management: #6 Common Mistakes in Customer Handling

                                                                                                                Managing customers doesn't usually fall apart overnight. More often, slight gaps in the process slowly become bigger problems. Incidents like missed follow-ups, billing confusion, and unhappy customers will lead to revenue loss. Many businesses don't
                                                                                                              • Zoho Desk iOS app update: UI enhancement of picklist and multi picklist fields

                                                                                                                Hello everyone! We have enhanced the UI of the picklist and multiselect picklist fields on the Zoho Desk iOS app to provide a more refined, efficient, and user-friendly experience. We have now supported an option to Search within the picklist and multiselect
                                                                                                              • Zoho Desk iOS app update: Revamped scribbles with Apple pencil kit

                                                                                                                Hello everyone! We’re excited to introduce a revamped Scribble experience, rebuilt from the ground up using Apple PencilKit for smooth strokes, proper scaling, and seamless image uploads. Please update the app to the latest version directly from the App
                                                                                                              • Zoho Desk Android app update: Norwegian language support

                                                                                                                Hello everyone! In the most recent Android version of the Zoho Desk app update, we have brought in support to access the app in Norwegian language. We have introduced the Norwegian language on the IM module of the Zoho Desk app as well. Please update
                                                                                                              • Payment Vouchers

                                                                                                                Is there any Payment Vouchers in Zoho? How can we create payment for non-trade vendors, i.e. professional fees, rent, and payment to commissioner income tax?
                                                                                                              • When I click on PDF/PRINT it makes the invoice half size

                                                                                                                When I click PDF / Print for my invoice in Zoho Books, the generated PDF appears at half size — everything is scaled down, including the logo, text, and layout. The content does not fill the page as it should. Could someone advise what causes Zoho Books
                                                                                                              • Search by contain letter in a column

                                                                                                                Hello, everyone I need a filter function that searches by letter in a cell, and it should be a macro. To clarify further, if I have a column with several names and I chose a search cell and what I want is search by a single letter, for example, "a" then
                                                                                                              • Enrich your contact and company details automatically using the Data Enrichment topping

                                                                                                                Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveraging
                                                                                                              • Can add a colum to the left of the item in Zoho Books?

                                                                                                                I would need to add a column to the left of the item column in Books. When i create custom fields, i can only display them to the right of the item.
                                                                                                              • Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider

                                                                                                                I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's
                                                                                                              • AI Bot and Advanced Automation for WhatsApp

                                                                                                                Most small businesses "live" on WhatsApp, and while Bigin’s current integration is helpful, users need more automation to keep up with volume. We are requesting features based on our customer Feedbacks AI Bot: For auto-replying to FAQs. Keyword Triggers:
                                                                                                              • 2025 Ask the Experts sessions wrap-up : Key highlights from the experts

                                                                                                                Here is a rewind journey of our Ask the Experts (ATE) Sessions, where we brought you expert insights and practical best practices together in one place. This recap highlights the key takeaways, learnings, and best practices from all these sessions so
                                                                                                              • How to disable the edit option in subform

                                                                                                                How to disable the edit option in subform
                                                                                                              • Move record from one custom module to another custom module

                                                                                                                Is it possible to create a button or custom field that will transfer a record from one custom module to another? I already have the 'Leads' module used for the Sr. Sales department, once the deal is closed they convert it to the 'Accounts' module. I would like to create a 'Convert' button for a custom module ('Locations') for the department that finds locations for each account. Once the location is secured, I want to move the record to another custom module called 'Secured Locations'. It's basically
                                                                                                              • Notes Not Saving

                                                                                                                Hello,  My notes are continuously not saving.  I make sure to save them, I know the process to save them.  It is not operator error.  I go back into a Leads profile a while later and do not see the previous notes that I have made.  I then have to go back and do unnecessary research that would have been in the notes in the first place.  Not a good experience and it is frustrating.  Slows me down and makes me do unnecessary work.  Please resolve.   As a quick heads up, deleting cookies is not a fix
                                                                                                              • Prefill form with CRM/Campaigns

                                                                                                                I created a form in zForms and created prefill fields. I added this to the CRM and selected the fields so when sending from the CRM, the form works great. However, I want to use the same form in Campaigns and I want it to pull the data from CRM (which
                                                                                                              • Triggering a campaign automation from a Form

                                                                                                                I used Forms to create a lead form that is accessed by a button on my website. The field information flows into the CRM. However, I am trying to figure out how to use Campaign automations to start a workflow (series of campaign emails) that is triggered
                                                                                                              • Employee Appraisal Applicability - Why is Date of Joining Hard-Coded?

                                                                                                                In the new (to me, at least) Performance Appraisal Cycle wizard, it's possible to set criteria to determine for whom the appraisal process should apply. This makes sense on its face. However, one MUST use the Date of Joining criterion as a filter. Why
                                                                                                              • Formula fields

                                                                                                                Zoho People now supports formula fields. This post illustrates it. Formula fields are fields whose value is calculated instead of being entered by the user. Using this, number, decimal and date manipulations can be done. The value of this field could be numeric or date depending on the output of the formula. In date manipulations, the result will be given in milliseconds, which you can format as per you need. The operators we support are +, - , *, /. Formula fields get recalculated automatically
                                                                                                              • Next Page