In a typical Business to Business (B2B) scenario, Account represents a Company or a Department within the company, with which your organization is planning to do business in future. An account stores the company address, number of employees, annual revenue, and other details.
You can associate an account with contacts (persons) within the company and the potentials (business opportunities) during pre-sales. After successful completion of the sales, you can also provide Customer Support & Service through Zoho CRM - Case Management.
Availability
Editions
| Enterprise
| Professional
| Free
|
| YES | YES
| YES |
Permission
Required
| Accounts Tab
|
Related Topics
Create Accounts | Associate Accounts
Manage Member Accounts | Managing List View
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