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Creating Accounts
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 M icrosoft 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
Some of the standard fields may not be visible or editable depending on your organization's business process.
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
Cloning the accounts with a few changes in the existing account details.
Availability
Profile Permission
Required: Access to the
Accounts Tab with the Create
permission enabled.
2. In the Create Account page, enter the account details. (Refer to the Standard Fields)
3. Click Save.
To clone accounts
3. In the Clone Account page, modify the required details. (Refer to the Standard Fields)
4. Click Save.
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.
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.
1. In the Account Details page, the existing member account details, if any, are displayed.
Click Account Name, Phone, Website, Account Type, Industry, 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.
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7/11/2014 Create Accounts | Online Help - Zoho CRM
2. Click New.
4. Click Save.
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