Working with Accounts | Online Help - Zoho CRM

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 company address, number of employees, annual revenue, and other details.

You can associate an account with contacts (persons) within the company and the potentials (business opportunities) during pre-sales. After successful completion of the sale, you can also provide Customer Support & Service through Zoho CRM - Case Management.

Availability
Permission Required
Access to the Accounts Tab that includes View, Create, Edit, Share and Delete permissions.

Accounts Home Page

Click the Accounts tab to view the Accounts Home page and perform the following operations:

  • The records are displayed in List Views. Define your own Custom Views  as per your requirements. Some system defined list views are already available, such as My Accounts, New This Week, New Last Week, Unread Accounts, Recently Viewed Accounts, etc.
  • Mass delete the records by selecting the check boxes corresponding to the records and clicking on the Delete button.

  • Use the More option to perform some common operations  to manage accounts. For example: mass transfer, mass delete, export accounts etc.

  • Search records by alphabet by information , or by criteria .
  • Filter accounts based on sales priorities using advanced filters. 
  • Print the accounts along with the necessary details.

SEE ALSO


    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





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              




                            

                            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 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

                                                                                          • While creating custom fields in the Leads module, can I simultaneously create those fields in Accounts, Contacts, and Deals too?

                                                                                            Yes, you can simultaneously create fields in accounts, contacts and deals while creating a custom field in your leads module. This is important because while you are converting your leads to contacts it is tedious to create same fields again in ...
                                                                                          • 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 ...
                                                                                          • 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 List Views

                                                                                            A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...
                                                                                          • Customizing Modules

                                                                                            Modules in Zoho CRM, let you categorize and track various aspects of your business such as Sales, Marketing, Customers, Products, Meetings and the like. Modules in Zoho CRM are represented in the form of tabs such as Leads, Contacts, Deals, Tasks ...
                                                                                          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