Let’s break down the process of using Zoho CRM into clear steps for managing Accounts, Contacts, and Deals:
Harvinder kaur
In Zoho CRM, “Accounts” represent companies or departments within a company that your organization is currently doing business with or plans to do business with in the future. An account typically stores important details like the company’s address, number of employees, annual revenue, etc.Lets see how to create a new AccountNavigate to the homepage.Click on the “Accounts” tab.Create a new account by providing the client’s name (e.g., HUL) at this stage and save it.
