How do I create a Contact record?
To create a Company in Zoho FSM:
- Go to Customers > Companies.
- Click the Create button.
- Fill in the required Company Details:
- Account Name
- Website
- Email
- Phone
- Mobile
- Account Type
- Currency (only if multi-currency is enabled)
- Enter the Address Details:
You can either choose an existing address or create a new one.
To create a new address, fill in: - Address Name
- Street 1
- Street 2
- City
- State
- Zip Code
- Country
- Territory
- Geo Code
- Click Save to create the company record.
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