Let’s break down the process of using Zoho CRM into clear steps for managing Accounts, Contacts, and Deals:
Harvinder Kaur_mzpc
In Zoho CRM, “Accounts” represent companies or departments within a company that is currently doing business with or plans to do business with in the futureAn account typically stores important details like the company’s address, number of employees, annual revenue, etcLets see at this stage what are the mandatory fieldsClick on the “Accounts” tab - Create a new account by providing the client’s name (e.g., Amazon) and save it.
