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Assigning Territories
How Can I... Check How Territories are Assigned Territory Assignment for Accounts Territory Assignment for Contacts Territory Assignment for Deals Run Rules to Assign Records Automatically [Related Topics] How are Territories Assigned? Automatically ...
Creating Accounts
In Zoho CRM, you can create accounts by: 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 ...
Managing Accounts
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 ...
Standard Fields in Accounts
Following are the list of Zoho defined standard fields available in the Accounts module: Field Name Description Data type Maximum Limit Account Name Specify the company name. This field is mandatory. Text box Alphanumeric(100) Account Owner Select ...
Zoho CRM - Working with Accounts
Chapter 5: Working with Accounts In a typical B2B (Business to Business) scenario an account is an organization, such as a company or a department in a company, with which your organization doing or planning to do business. In the account record you ...