ZCRMHelp · Zoho Advanced Solutions Provider

Chapter 3 · Learning Zoho

Zoho Cheat Sheets

Double-sided reference cards for Zoho CRM, Zoho Desk and Zoho Books. Free.

Cornerstone’s Zoho Books quick reference card
Zoho CRM QuickStudy Guide cover
Also by Cornerstone.
HOW

These double-sided reference cards are great for teaching your staff how to use Zoho CRM, Zoho Desk or Zoho Books in their everyday work — or as a simple guide while you get acclimated to the program yourself.

What’s on the cards

HOW
  1. 01Zoho CRM reference carddouble-sided
  2. 02Zoho Desk reference carddouble-sided
  3. 03Zoho Books reference cardpictured

Let us know who you are and the system will email you a copy right away of the cheat sheets you select.

WHY

Hand a card to each trainee, and keep the QuickStudy Guides for the deeper questions.

“She and her team have been tremendous about cleaning up the CRM, to integrations, to helping me wrap my head around the Marketing Hub [Automation] piece of Zoho One.” — Carissa Zachary, Airlite Plastics
HOWCarissa Zachary, Airlite Plastics.

WHY

Your team won’t read a manual. They’ll read a card.

Get the cards.

Built in Zoho Forms · lands in our Zoho CRM

Ask us why.

Tell us what you’re trying to get Zoho to do, and we’ll tell you which app, which setting, and why. The form goes straight into our own Zoho CRM, and a person answers it.

Book a quick chat

or call 713-661-5200 PO Box 270514, Houston, TX 77277-0514
Ziggy, Cornerstone's robot mascot and chat assistant

Ziggy answers in the chat bubble, any hour.

Built in Zoho Forms · lands in our Zoho CRM