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The steps
worth keeping.
Reference notes for the agreed everyday tasks.
ZOHO TRAINING & SUPPORT LEARNING IN MOTION / 02
Don’t just learn it.
Make it work.
Real tasks. Guided practice. Clear support.
Help your team feel at home in Zoho.
THE CONFIDENCE SHIFT
Where do I start?
Who owns this?
What happens next?
YOUR TEAMReady.Understand → practise → apply
CRM
People
Projects
Cliq
From unfamiliar screens to familiar work.
01 / LEARNING YOU CAN TRY
Your turn.
Make the handover.
Training should give people something to do. Try this sample exercise: choose who should own a new customer enquiry.
PRACTICE / CUSTOMER ENQUIRY“Can you show us
“Can you show us
how this works?”
A new enquiry needs a discovery call. Select the team responsible for the next step.
YOUR NEXT ACTION
Over to you.
Choose an owner to complete the handover.
TaskDiscovery call
OwnerAwaiting selection
StatusPractice task
Illustrative practice exercise, not a live Zoho workspace. Your training follows your apps, roles and agreed workflows.
02 / BUILT FOR THE PEOPLE USING IT
Same platform.
Different responsibilities.
01 Everyday users ↗
Find records, enter information consistently and complete everyday tasks.
NavigationPractice tasksHandovers02 Team managers ↗
Review responsibilities, approvals and reporting views relevant to your team.
Team visibilityReview pointsOwnership03 System owners ↗
Understand administration responsibilities, access decisions and how to manage changes.
AccessConfiguration handoverChange control03 / A CLEAR WAY THROUGH
Find the cause.
Move work forward.
Report the issue. Review the setup. Test the agreed change. Confirm the outcome with your team.
SUPPORT IN ACTION / ACCESS REVIEW
01 → 02From blocked
From blocked
to back at work.
Review the role. Confirm permission.
Test access with the user.
CUSTOMER WORKSPACE✓
Sample customer
Record available to the approved user.
OwnerSales team
Next actionArrange a call
✓ Access tested with the user
✓
Illustrative example. Access is changed only with your organisation’s approval.
Support channels, coverage and response commitments are agreed with you. Changes depend on your configuration and approved scope.
Discuss support ↗04 / KNOWLEDGE THAT STAYS
The session ends.
The know-how stays.
Agree useful reference material and clear ownership, so the team knows where to turn next.
The steps
◎
A name behind
every handover.
App owners, access responsibilities and escalation contacts.
↗
A clear route
to the next answer.
Agreed support channels and a process for new requirements.
Documents and recording arrangements are scoped before delivery.
TRAINING & SUPPORT QUESTIONS
Know what’s included.
Can training use our own workflows?
We plan sessions around your configured apps and agreed business tasks. Access, practice data and any preparation requirements are confirmed before delivery.
Do you train new employees as well?
New-user onboarding and refresher sessions can be scoped based on the roles, apps and tasks involved.
Can managers and administrators receive separate training?
Yes. We can define different learning tracks for everyday users, managers and system owners based on their responsibilities and the agreed scope.
Are recordings and written guides included?
We agree the training materials, recording arrangements and handover documents before the engagement. They are not assumed to be included in every session.
Does support include new features and customisation?
We distinguish support for the agreed setup from new development or larger changes. Additional requirements are reviewed and scoped separately.
What are your support hours and response times?
Coverage, available channels, priorities and response commitments are agreed in the support arrangement. This page does not promise a fixed response time.