FAQs on Accounts | Online Help - Zoho CRM

FAQs on Accounts

1. 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 parent account. This allows having separate accounts with different divisions within a parent company, thus providing the scope to view individual accounts as well as the consolidated accounts within the parent account.


2. Can I email all contacts related to an Account?

To email all contacts related to an account, follow these steps:
  1. Create a List View based on a criteria that filters out the records that need to be mailed. You need to create this view for the Contacts.
  2. Use the Mass Email feature to send bulk emails to all contacts in that List View. Please note that you cannot send emails from the Accounts tab


3. Can I convert an Account to a Lead?

No, you cannot convert an account to a lead. In Zoho CRM, only leads can be converted to accounts, contacts, and potentials. Once a lead is converted, you cannot change it back to a lead.


4. How to provide users access to view only the Accounts and Contact data?

You can restrict or provide access to the various features and data in CRM, through Profiles. When creating the profile, you can specify the access that can be given to the users: View, Create, Edit or Delete. For more details on how to create profiles with restricted access, see Managing Profiles and Managing Users.


5. Can I convert a Lead to a Deal without creating an Account?

No. Converting a Lead to a Deal by default always creates an Account and a Contact (as in a typical B2B scenario).



    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


          Get started with Zoho Sign

          in a few quick steps!

          Download Help Guide





                    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 SalesIQ Resources



                                        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

                                                                          • FAQs on Deals

                                                                            1. Why am I not able to enter the Expected Revenue for Deals? The Expected Revenue is automatically calculated based on the Stage and Amount details that you specify for leads, accounts, deals, or any other module. Hence, you cannot enter that value ...
                                                                          • FAQs on Assignment Rules

                                                                            1. Which modules can assignment rules be created for? Zoho CRM allows admins and users with the relevant permission to create assignment rules for both standard and custom modules. The modules where records frequently enter the system in bulk such as ...
                                                                          • FAQs on Audit Logs

                                                                            1. What is an audit log and how is it helpful? The audit log, also known as the audit trail, keeps a record of all the actions that are performed by every user in your CRM account, displayed in chronological order. An audit log can help identify ...
                                                                          • FAQs on Leads

                                                                            1. How can I link a lead to a specific campaign? Follow these steps to link a lead to a specific campaign: In the Leads tab, select the record that you want to link to the campaign. In the Lead Details page, click Edit. Select the campaign from ...
                                                                          • FAQs on Social

                                                                            1. Why am I unable to view the Social tab? It may be so because your administrator has not granted the Module level permission for your profile. Request your administrator to do the following: Click Setup > Users & Permissions > Profiles Click the ...
                                                                          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