About Zoho CRM education and Certification

About Zoho CRM education and Certification

Hello,

I manage our Zoho CRM system where I work. I want to improve myself with online resources on Zoho CRM. I want to have advanced knowledge. But when I searched the internet, I came across many different websites and resources by Zoho about Zoho training and I was very confused.

From which source can I get the best and most detailed information and which is the best and officially valid certificate I can get for Zoho CRM at the end of these trainings?

Below are the links I came across. From which ones I can learn Zoho CRM completely and which ones I don't need to consider.

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                                                          • How to reach the official Zoho Support channels and avoid fake ones.

                                                            Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity.  We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbers

                                                          • Function #35: Close all tasks associated with a lead and create a new task.

                                                            Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just

                                                          • Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas

                                                            <br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,

                                                          • Join us at the Canada ZUG Meetup: What’s New in Zoho CRM

                                                            Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical

                                                          • CRM Hack #2: Automate sending of birthday greetings to your customers.

                                                              Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,


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                                                                                                          • Ticket Status Colors

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                                                                                                          • Allowing Pictures for Client Contacts

                                                                                                            Do you have any plans to allow us to add pictures of our client contacts? There is a silhouette of a person there now, but no way that I can see where I can actually add a picture of the individual.

                                                                                                          • Paid Support Plans with Automated Billing

                                                                                                            We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The

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                                                                                                            I able to use the Desk API to generate tickets. However when I try to use the tickets/{ticketId}/attachments endpoint, I always get an Unauthorized error. My app has Desk.Tickets.ALL included in its scope so this should not be an issue

                                                                                                          • What's wrong with this COQL?

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                                                                                                            This is an important request to add support for internationalized domains mail hosting to https://www.zoho.com/mail/ In this case, that is only limited to domain name/mail address however currently it's already possible for us send mails etc using below

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                                                                                                            Hi all, I’m running into some limitations with the Zoho CRM node in n8n and was wondering how others have handled this: From what I see, the standard Zoho CRM node in n8n doesn’t allow you to add or update tags when creating or updating contacts/leads.

                                                                                                          • API PARAMETER FOR TICKET CLOSED TIME

                                                                                                            Hi, Is there a parameter for filtering tickets by closed time in zoho api, i can see closed time in the API response i get, but can't get tickets by that field while calling. Regards, Anvin Alias

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                                                                                                            Hi Zoho Team, We’ve been using Zoho Meeting for both internal and external meetings, and unfortunately, the experience has been consistently poor. The video and audio quality are so unreliable that it often renders meetings ineffective—especially with

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                                                                                                            Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html

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                                                                                                            Hi Zoho CRM, I've been extensively using Client Scripts to enhance our Deal form experience, particularly for real time validations and auto updating fields based on specific logic. However, I've encountered a challenge regarding permission boundaries.

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                                                                                                            Okay, I want to start by saying I know I'm a terrible scripter, so sorry if this is a dumb mistake. I just can't figure it out, even with LLM help. Here's my code: // --- Input Variables --- customer_id = salesorder.get("customer_id"); so_id = salesorder.get("salesorder_id");

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                                                                                                          • Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.

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                                                                                                          • Unable to search in Zoho Email

                                                                                                            I've started using Zoho Email (free version) recently and realized that it doesn't have email search functionality. Am I missing anything here? I've gone through the Zoho tutorial which does show the search bar on the right top of the Zoho UI. But in

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                                                                                                            From data to decisions: A deep dive into ticketing system reports Every organization that interacts with its customers should have an established timeframe for how soon an agent is expected to send the first response and any reply to any follow-up messages.

                                                                                                          • Problem : Auto redirect from zoho flow to zoho creator

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                                                                                                          • Zoho Books - Sales Person Information

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                                                                                                          • Offline working in Zoho Creator portal

                                                                                                            Zoho's help says that offline working is only available in the Creator mobile app and not in the portal app. But I can see offline options in the portal app too and it seems to work when I test it. My portal users are often in areas where there is poor

                                                                                                          • Fetch Records using Dynamic Criteria

                                                                                                            Hi,  I have a form that builds a filter based on user input.  I need to fetch the records based on dynamic criteria.  How would I accomplish this as there is no eval function? For example: desiredRecord = Form1[dynamicCriteria];

                                                                                                          • Url filter Report date (pivot chart)

                                                                                                            Hello. Is it possible to filter the data in pivot char using parameters in the url? I'm trying but I should not doing very well. Something like: https://creator.zoho.com/.../....../#Report:MyPivotChartReport?MyDate=01-Jan-2012;31-Jun-2012;MyDate_op=58 Saludos

                                                                                                          • Sending gmail to a particular person fails because the address gets changed to "gmaill", with a second "l" typo somewhere

                                                                                                            I send to bob@gmail.com (example) and get an error sending to bob@gmaill.com, only for this one person. Note the extra "l" in the email the system tried to send to, which was not in the address I entered. Can't find a typo in the contact or anywhere else

                                                                                                          • Emoji Support in Bigin CRM

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                                                                                                          • Bigin Booking Pages enhancements

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