How do I set up a parent-child relationship between accounts?

How do I set up a parent-child relationship between accounts?

In Zoho CRM, you can set up a parent-child relationship between various accounts, through these steps:

Associate existing accounts to the Parent Account:
  1. In the Account Details page, select the required account from the Parent Account look-up field.
  2. Click Save.
    The Parent Account will have the child accounts listed under the Member Accounts Related List.
Associate new accounts to the Parent Account:
  1. In the Account Details page, the existing member account details, if any, are displayed.
    • Click the Account Name, Phone, Website, Account Type, Industry, or Annual Revenue links to sort the display order of the records.
    • Click the relevant Edit or Delete link to modify or delete the member account respectively.
  2. Click New for Member Accounts.
  3. Enter the member account details.
  4. Click Save.

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