Step 2: Customize Potentials page layout

1. Log in to your Zoho CRM account with Administrative privileges.
2. Click Setup > Customization > Modules.
3. From the list of modules, click Deals.
   The Layout Editor for Deals module is displayed.
4. Move the mouse pointer over to the Account Name field and click the Settings icon.
5. Uncheck Mark as required. 
   
   Once marked as not required, you can remove the field from the Potentials layout.
6. Move the mouse pointer over to the field and click Delete icon.
   The field is moved to the Unused Fields section. Note that the field is only hidden from the layout and not permanently deleted from the CRM.
7. Click SaveLayout.

Step 3: Customize Quotes, Sales Orders, and Invoices page layout

1. Log in to your Zoho CRM account with Administrative privileges.
2. Click Setup > Customization > Modules
3. From the list of modules, select the required [Inventory] Module. (Quotes/Sales Orders/Purchase Orders/Invoices)
   The Layout Editor for the selected [Inventory] Module is displayed.
4. Move the mouse pointer over to the Account Name field and click the Settings icon.
5. Uncheck Mark as required. 
   Once marked as not required, you can remove the field from the [Inventory] Module layout.
6. Move the mouse pointer over to the field and click Delete icon.
   The field is moved to the Unused Fields section. Note that the field is only hidden from the layout and not permanently deleted from the CRM.
7. Click Save Layout.

Once the Account Name field is made an optional field, your Sales Representatives can associate business opportunities with the Contacts (Consumers) as per the B2C process.

If you are looking for a personalized walk through of Zoho CRM implementation for the B2C process, please contact us at: sales@zohocrm.com