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Accounts ​

The Accounts page displays the companies and client organizations in your Zoho CRM.

Displayed Data ​

ColumnDescription
NameCompany's legal name
PhonePrimary phone number
WebsiteCompany website URL
IndustryBusiness sector
EmployeesDeclared number of employees
OwnerResponsible CRM user
CreatedCreation date in Zoho CRM

Relationship with Other Modules ​

An account can be associated with multiple contacts, leads, and deals. This hierarchy is visible from the detail view in Zoho CRM.

Filters ​

  • Filter by owner
  • Filter by industry
  • Search by company name

Export ​

Export as CSV, Excel, or PDF using the toolbar Export button.