Create Accounts | Online Help - Zoho CRM

Creating Accounts

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 and import the CSV and XLS files into Zoho CRM.
  • Converting Lead to Account: On lead conversion, contacts, accounts and potentials can be created.
  • Synchronizing Microsoft Outlook contacts: Synchronize the contacts in Microsoft Outlook with Zoho CRM. In special cases: An account will be created in Zoho CRM while the Company Name field is specified in the Microsoft Outlook
Note
  1. Some of the standard fields may not be visible or editable depending on your organization's business process. 
  2. In case you want to add or modify fields or would like to know more details on the usage of fields, please contact your System Administrator

To understand the Zoho defined standard fields in Accounts, click here.

Create Accounts Individually

You can create accounts individually by:

  • Filling in the details on the account creation form.
  • Cloning the accounts with a few changes in the existing account details.
Availability
Permission Required
Access to the Accounts Tab with the Create permission enabled.


To create accounts individually

  1. In the Accounts module, click (Add button) to add a new account.

  2. In the Create Account page, enter the account details. (Refer to the Standard Fields)
  3. Click Save.

To clone accounts

  1. In the Accounts tab, click a particular account that is to be cloned.
  2. In the Account Details page, click (More button) and choose Clone from the list.

  3. In the Clone Account page, modify the required details. (Refer to the Standard Fields)
  4. Click Save.

Work with the Accounts details page

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

  1. Click the Accounts module.
  2. Click the desired account from the Accounts list view.
  3. You will see the details page of the account.

Here is a quick-tour of the Account's details page:

  1. Switch between the  Info and  Timeline views.
    • 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). 

  2. Business card view: View top 5 fields related to the account. You can customize the business card view an account.
  3. Edit - Allows you to edit the record.
  4. More icon - Displays further options that you can perform for the account.

  5. View related details such as potentials and contacts related to the account.
  6. Related Lists Section- Navigate to the desired related list from this section. You can add a new related list as well as add new entries to an exisiting related list from this section.
  7. Custom links - View custom links associated to the account.
  8. Notes - View notes associated to the account. This includes check-ins made on your mobile app as well as comments made on a project's task.
  9. Related Lists- Scroll down to see all the related lists associated with the account.

Associate Account with Other Records

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:

  • Potentials: To add potentials.
  • Contacts: To add contacts.
  • Open Activities: To add tasks and events (meetings and calls).
  • Closed Activities: To display the closed activities.
  • Products: To add products.
  • Quotes: To add quotes.
  • Sales Orders: To add sales orders.
  • Invoices: To add invoices.
  • Attachments & Notes: To attach documents and notes.
  • Member Accounts: To add other divisions or subsidiaries to the parent account.
  • Cases: To create cases

Add Member Accounts

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

  1. In the  Account Details page, the existing member account details, if any, are displayed.
    • Click Account NamePhoneWebsiteAccount TypeIndustry, or Annual Revenue links to sort the display order of the records.
    • Click the relevant Edit or Del link to modify or delete the member account respectively.
  2. Click New.
  3. Enter the member account details.
  4. Click Save.




    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Working with Custom Fields

                                                                                                                In Zoho CRM, you can add new fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho defined fields, but note ...
                                                                                                              • Managing Accounts

                                                                                                                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 ...
                                                                                                              • Types of Custom Fields

                                                                                                                In Zoho CRM, you can add different types of custom fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields : You can edit, delete and hide some of Zoho ...
                                                                                                              • Creating Contacts

                                                                                                                In Zoho CRM, you can create contacts by: Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources such as a survey form or your website.  Importing contacts from external source : ...
                                                                                                              • 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 ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources