Zoho

Zoho is a cloud-based business software suite, offering CRM, email, finance, and productivity tools.

Website

zoho.com

Industry

CRM

Share this article:

How to create accounts individually on Zoho CRM

How it works

First click on the "Accounts" tab in the top navigation menu
Then click on the "Create Account" button in the accounts list view
Next click on the "Account Name" field in the account information form and type the name
Finally click on the "Save" button in the top-right corner of the create account form

Create your own interactive guide with Guideflow

Why should you use this feature?

Zoho is a comprehensive suite of cloud-based business solutions designed to streamline operations for modern enterprises.

Individually creating accounts on Zoho CRM allows for personalized tracking and management of each client or company association. This feature enables businesses to customize their engagement and service to enhance client relations.

By handling accounts individually, companies can track dealings more accurately. This specificity promotes enhanced decision-making and tailored communications, ultimately leading to improved sales and customer satisfaction.

Last update

December 19, 2025

Tutorials