Support Help

Add Account

You can maintain your entire account of your customers in Zoho Support. To add an account, do the following:

  1. Click Accounts tab.
  2. In the Accounts List page, click Add Accounts from top right corner.
  3. In the Add Account page, provide the below details:
    • The Account Owner name is prefilled.
    • Specify Account Name which is mandatory.
    • Enter the Phone, Email, Fax and Website of the particular account.
    • Choose the Industry type from the drop down box.
    • Enter the Annual Revenue of the company.
    • Provide the address information as City, Street, Code, Province and Country.
    • Enter the Description related to the account.
  4. Click Save or Save and Add New.

Top