4.3 - Account Record Creation & Fields
As in the contact module, account records can be created by below multiple methods:
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 Microsoft 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
You can create accounts individually by:
Filling in the details on the account creation form.
In the Accounts module, click (Add button) to add a new account.
In the Create Account page, enter the account details.
Click Save.
You can fill in all the account information like industry and address etc. You can then associate it to the contacts and the deals if any generated. The related list in the left panel will allow you to perform all the CRM activities related to the accounts.
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