Accounts
The Accounts page displays the companies and client organizations in your Zoho CRM.
Displayed Data
| Column | Description |
|---|---|
| Name | Company's legal name |
| Phone | Primary phone number |
| Website | Company website URL |
| Industry | Business sector |
| Employees | Declared number of employees |
| Owner | Responsible CRM user |
| Created | Creation 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.