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.
Profile Permission Required: Access to the Accounts Tab that includes View, Create, Edit and Delete permissions.
Click the Accounts tab to view the Accounts Home page and perform the following operations: