FAQs: Account Management
How to associate a group of accounts under a single parent account? In Zoho CRM's Accounts module, you can create Child Accounts under a Parent Account using the Member Accounts option. Member Accounts are secondary accounts added to an existing ...
Standard Fields in Accounts
Following are the list of Zoho defined standard fields available in the Accounts module: Field Name Description Data type Maximum Limit Account Name Specify the company name. This field is mandatory. Text box Alphanumeric(100) Account Owner Select ...
In Zoho CRM, you can create accounts by: Entering data in the account details form: You can manually fill in the Account details gathered from various external sources. Importing Leads from external source: You can gather data through various sources ...
In a typical Business to Business (B2B) scenario, Account represents a Company or a Department within the company, with which your organization is currently doing business with or is planning to do business with in the future. An account stores the ...