how to create accounts in zoho - microsoft · zoho team welcomes you onboard. click on accounts tab...
TRANSCRIPT
How to Create Accounts in Zoho
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1. Welcome to Zoho CRM Dashboard
Zoho Team welcomes you onboard. Click on Accounts tab in top navigation bar.
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2. What do you mean by Accounts in Zoho ?
Accounts are the organizations you do business with. Organise based on Sales data, manageacross multiple Territories, and track business relationships end-to-end.
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3. Create Account
Click on Create Account button to start creating account.
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4. Account Name
Enter the company name. This field is mandatory.
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5. Account Site
Fill the name of the account’s location, for example, Headquarters or London. Up to 80characters are allowed in this field.
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6. Parent Account
Select the parent company name from the Change pop-up dialog.
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7. Account Number
Specify the reference number for account. Up to 40 characters are allowed in this field.
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8. Account Type
Select the type of account from the drop-down list.
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9. Industry
Select the type of industry from the drop-down list.
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10. Annual Revenue
Specify the annual revenue of the account.
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11. Rating
Specify the rating of the account from the drop down list.
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12. Phone & Fax Number
Enter the Phone & Fax number of the Company.
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13. Website
Enter the URL of the company's Website.
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14. Ticker Symbol
Specify the ticker symbol of the Company.
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15. Ownership
Specify the type of ownership of the company from the drop-down list.
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16. Employees
Enter the number of employees in account's company.
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17. SIC Code
Specify the Standard Industrial Classification code of the account.
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18. Shipping Address
Specify the shipping address of the account to deliver the shipment.
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19. Billing Address
Specify the billing address of the account to send the quotes, invoices, and other agreements.
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20. Description Information
Specify any other details about the account.
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21. Save
Click on the Save button to save the account's detail.
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THANK YOU
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