Am a new user to Zoho CRM. Have some experience with other products like SalesForce.

I have more experience with B2B CRM, but am currently doing a B2C biz model.

Not clear on how to assign ACCOUNTS vs CONTACTS

Saw this reference to this problem but it is 3 years old, not sure it still applies:

"Best practice is thus. 

 

b2c customer.  Say Peter Smith. Create Account with Company name Peter Smith and Contact Peter Smith.  why ?. because if you want to issue emails to Peter Smith you must us the contact record - but at the same time you need information on the account such as his demographics etc.  Its a good way to be consistent too."

1. Currently using the free version, therefore, no "custom fields". But willing to upgrade if would more appropriately address some questions.

2. Want to know if there is a tutorial on this that shows examples that might relate

3. Or if anyone is a B2C company that has tips would be grateful to start on a right path

4. If ZOHO has a way for me to get a tutorial/opinion on my specific questions for pay or free (hope hope) I'd be interested

Thank you for your time and consideration of this inquiry.