CRM Help

Working with 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

Profile Permission Required: Access to the Accounts Tab that includes View, Create, Edit 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 etc.
  • Mass delete the records by selecting the check boxes corresponding to the records and clicking on the Delete button.
  • Use the Account Tools 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.
  • Print the accounts along with the necessary details.

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