how to create accounts in zoho - microsoft · zoho team welcomes you onboard. click on accounts tab...
TRANSCRIPT
![Page 1: How to Create Accounts in Zoho - Microsoft · Zoho Team welcomes you onboard. Click on Accounts tab in top navigation bar. Page 2/23. 2. What do you mean by Accounts in Zoho ? Accounts](https://reader034.vdocuments.us/reader034/viewer/2022043007/5f92cd1b1c861b46943aa0f8/html5/thumbnails/1.jpg)
How to Create Accounts in Zoho
Page 1/23
![Page 2: How to Create Accounts in Zoho - Microsoft · Zoho Team welcomes you onboard. Click on Accounts tab in top navigation bar. Page 2/23. 2. What do you mean by Accounts in Zoho ? Accounts](https://reader034.vdocuments.us/reader034/viewer/2022043007/5f92cd1b1c861b46943aa0f8/html5/thumbnails/2.jpg)
1. Welcome to Zoho CRM Dashboard
Zoho Team welcomes you onboard. Click on Accounts tab in top navigation bar.
Page 2/23
![Page 3: How to Create Accounts in Zoho - Microsoft · Zoho Team welcomes you onboard. Click on Accounts tab in top navigation bar. Page 2/23. 2. What do you mean by Accounts in Zoho ? Accounts](https://reader034.vdocuments.us/reader034/viewer/2022043007/5f92cd1b1c861b46943aa0f8/html5/thumbnails/3.jpg)
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.
Page 3/23
![Page 4: How to Create Accounts in Zoho - Microsoft · Zoho Team welcomes you onboard. Click on Accounts tab in top navigation bar. Page 2/23. 2. What do you mean by Accounts in Zoho ? Accounts](https://reader034.vdocuments.us/reader034/viewer/2022043007/5f92cd1b1c861b46943aa0f8/html5/thumbnails/4.jpg)
3. Create Account
Click on Create Account button to start creating account.
Page 4/23
![Page 5: How to Create Accounts in Zoho - Microsoft · Zoho Team welcomes you onboard. Click on Accounts tab in top navigation bar. Page 2/23. 2. What do you mean by Accounts in Zoho ? Accounts](https://reader034.vdocuments.us/reader034/viewer/2022043007/5f92cd1b1c861b46943aa0f8/html5/thumbnails/5.jpg)
4. Account Name
Enter the company name. This field is mandatory.
Page 5/23
![Page 6: How to Create Accounts in Zoho - Microsoft · Zoho Team welcomes you onboard. Click on Accounts tab in top navigation bar. Page 2/23. 2. What do you mean by Accounts in Zoho ? Accounts](https://reader034.vdocuments.us/reader034/viewer/2022043007/5f92cd1b1c861b46943aa0f8/html5/thumbnails/6.jpg)
5. Account Site
Fill the name of the account’s location, for example, Headquarters or London. Up to 80characters are allowed in this field.
Page 6/23
![Page 7: How to Create Accounts in Zoho - Microsoft · Zoho Team welcomes you onboard. Click on Accounts tab in top navigation bar. Page 2/23. 2. What do you mean by Accounts in Zoho ? Accounts](https://reader034.vdocuments.us/reader034/viewer/2022043007/5f92cd1b1c861b46943aa0f8/html5/thumbnails/7.jpg)
6. Parent Account
Select the parent company name from the Change pop-up dialog.
Page 7/23
![Page 8: How to Create Accounts in Zoho - Microsoft · Zoho Team welcomes you onboard. Click on Accounts tab in top navigation bar. Page 2/23. 2. What do you mean by Accounts in Zoho ? Accounts](https://reader034.vdocuments.us/reader034/viewer/2022043007/5f92cd1b1c861b46943aa0f8/html5/thumbnails/8.jpg)
7. Account Number
Specify the reference number for account. Up to 40 characters are allowed in this field.
Page 8/23
![Page 9: How to Create Accounts in Zoho - Microsoft · Zoho Team welcomes you onboard. Click on Accounts tab in top navigation bar. Page 2/23. 2. What do you mean by Accounts in Zoho ? Accounts](https://reader034.vdocuments.us/reader034/viewer/2022043007/5f92cd1b1c861b46943aa0f8/html5/thumbnails/9.jpg)
8. Account Type
Select the type of account from the drop-down list.
Page 9/23
![Page 10: How to Create Accounts in Zoho - Microsoft · Zoho Team welcomes you onboard. Click on Accounts tab in top navigation bar. Page 2/23. 2. What do you mean by Accounts in Zoho ? Accounts](https://reader034.vdocuments.us/reader034/viewer/2022043007/5f92cd1b1c861b46943aa0f8/html5/thumbnails/10.jpg)
9. Industry
Select the type of industry from the drop-down list.
Page 10/23
![Page 11: How to Create Accounts in Zoho - Microsoft · Zoho Team welcomes you onboard. Click on Accounts tab in top navigation bar. Page 2/23. 2. What do you mean by Accounts in Zoho ? Accounts](https://reader034.vdocuments.us/reader034/viewer/2022043007/5f92cd1b1c861b46943aa0f8/html5/thumbnails/11.jpg)
10. Annual Revenue
Specify the annual revenue of the account.
Page 11/23
![Page 12: How to Create Accounts in Zoho - Microsoft · Zoho Team welcomes you onboard. Click on Accounts tab in top navigation bar. Page 2/23. 2. What do you mean by Accounts in Zoho ? Accounts](https://reader034.vdocuments.us/reader034/viewer/2022043007/5f92cd1b1c861b46943aa0f8/html5/thumbnails/12.jpg)
11. Rating
Specify the rating of the account from the drop down list.
Page 12/23
![Page 13: How to Create Accounts in Zoho - Microsoft · Zoho Team welcomes you onboard. Click on Accounts tab in top navigation bar. Page 2/23. 2. What do you mean by Accounts in Zoho ? Accounts](https://reader034.vdocuments.us/reader034/viewer/2022043007/5f92cd1b1c861b46943aa0f8/html5/thumbnails/13.jpg)
12. Phone & Fax Number
Enter the Phone & Fax number of the Company.
Page 13/23
![Page 14: How to Create Accounts in Zoho - Microsoft · Zoho Team welcomes you onboard. Click on Accounts tab in top navigation bar. Page 2/23. 2. What do you mean by Accounts in Zoho ? Accounts](https://reader034.vdocuments.us/reader034/viewer/2022043007/5f92cd1b1c861b46943aa0f8/html5/thumbnails/14.jpg)
13. Website
Enter the URL of the company's Website.
Page 14/23
![Page 15: How to Create Accounts in Zoho - Microsoft · Zoho Team welcomes you onboard. Click on Accounts tab in top navigation bar. Page 2/23. 2. What do you mean by Accounts in Zoho ? Accounts](https://reader034.vdocuments.us/reader034/viewer/2022043007/5f92cd1b1c861b46943aa0f8/html5/thumbnails/15.jpg)
14. Ticker Symbol
Specify the ticker symbol of the Company.
Page 15/23
![Page 16: How to Create Accounts in Zoho - Microsoft · Zoho Team welcomes you onboard. Click on Accounts tab in top navigation bar. Page 2/23. 2. What do you mean by Accounts in Zoho ? Accounts](https://reader034.vdocuments.us/reader034/viewer/2022043007/5f92cd1b1c861b46943aa0f8/html5/thumbnails/16.jpg)
15. Ownership
Specify the type of ownership of the company from the drop-down list.
Page 16/23
![Page 17: How to Create Accounts in Zoho - Microsoft · Zoho Team welcomes you onboard. Click on Accounts tab in top navigation bar. Page 2/23. 2. What do you mean by Accounts in Zoho ? Accounts](https://reader034.vdocuments.us/reader034/viewer/2022043007/5f92cd1b1c861b46943aa0f8/html5/thumbnails/17.jpg)
16. Employees
Enter the number of employees in account's company.
Page 17/23
![Page 18: How to Create Accounts in Zoho - Microsoft · Zoho Team welcomes you onboard. Click on Accounts tab in top navigation bar. Page 2/23. 2. What do you mean by Accounts in Zoho ? Accounts](https://reader034.vdocuments.us/reader034/viewer/2022043007/5f92cd1b1c861b46943aa0f8/html5/thumbnails/18.jpg)
17. SIC Code
Specify the Standard Industrial Classification code of the account.
Page 18/23
![Page 19: How to Create Accounts in Zoho - Microsoft · Zoho Team welcomes you onboard. Click on Accounts tab in top navigation bar. Page 2/23. 2. What do you mean by Accounts in Zoho ? Accounts](https://reader034.vdocuments.us/reader034/viewer/2022043007/5f92cd1b1c861b46943aa0f8/html5/thumbnails/19.jpg)
18. Shipping Address
Specify the shipping address of the account to deliver the shipment.
Page 19/23
![Page 20: How to Create Accounts in Zoho - Microsoft · Zoho Team welcomes you onboard. Click on Accounts tab in top navigation bar. Page 2/23. 2. What do you mean by Accounts in Zoho ? Accounts](https://reader034.vdocuments.us/reader034/viewer/2022043007/5f92cd1b1c861b46943aa0f8/html5/thumbnails/20.jpg)
19. Billing Address
Specify the billing address of the account to send the quotes, invoices, and other agreements.
Page 20/23
![Page 21: How to Create Accounts in Zoho - Microsoft · Zoho Team welcomes you onboard. Click on Accounts tab in top navigation bar. Page 2/23. 2. What do you mean by Accounts in Zoho ? Accounts](https://reader034.vdocuments.us/reader034/viewer/2022043007/5f92cd1b1c861b46943aa0f8/html5/thumbnails/21.jpg)
20. Description Information
Specify any other details about the account.
Page 21/23
![Page 22: How to Create Accounts in Zoho - Microsoft · Zoho Team welcomes you onboard. Click on Accounts tab in top navigation bar. Page 2/23. 2. What do you mean by Accounts in Zoho ? Accounts](https://reader034.vdocuments.us/reader034/viewer/2022043007/5f92cd1b1c861b46943aa0f8/html5/thumbnails/22.jpg)
21. Save
Click on the Save button to save the account's detail.
Page 22/23
![Page 23: How to Create Accounts in Zoho - Microsoft · Zoho Team welcomes you onboard. Click on Accounts tab in top navigation bar. Page 2/23. 2. What do you mean by Accounts in Zoho ? Accounts](https://reader034.vdocuments.us/reader034/viewer/2022043007/5f92cd1b1c861b46943aa0f8/html5/thumbnails/23.jpg)
THANK YOU
Page 23/23