In Zoho CRM, you can create accounts by:
To understand the Zoho defined standard fields in Accounts, click here.
You can create accounts individually by:
To create accounts individually
To clone accounts
Once you have created an account, you can view the details of the account in the record's details page. The details page of an account presents information related to the account - for example, potentials and contacts related to the account, activities, notes, events, emails and so on - in a single location.
To view the accounts details page
Here is a quick-tour of the Account's details page:
Overview - Displays related lists and links associated with the account
Timeline - Displays a history of actions performed on the account's details page (in the last six months).
You can create a 360 degree view of the account to display all the associated details, such as contacts, potentials, trouble tickets, activities, attachments, and notes in a single view.
In the Account Details page, you can update the following:
Member Accounts are secondary accounts added to an existing parent account. This allows having separate accounts with different divisions within a parent company and provides a full view of the individual accounts as well as the consolidated accounts within the parent account.
To add member accounts
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Make the most of Zoho CRM with these useful tips.