How to associate a group of accounts under a single parent account?
In Zoho CRM's Accounts module, you can create Child Accounts under a Parent Account using the Member Accounts option. Member Accounts are secondary accounts added to an existing parent account. This allows having separate accounts with different divisions within a parent company, thus providing the scope to view individual accounts as well as the consolidated accounts within the parent account. See Also Member Accounts.
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Creating Accounts
In Zoho CRM, you can create accounts by: Entering data in the account details form: You can manually fill in the Account details gathered from various external sources. Importing Leads from external source: You can gather data through various sources ...
How can I associate contacts with their respective accounts while importing them through a single import file?
While importing the accounts and contacts using a single file, you can associate your contacts with their respective accounts. Your import file may contain both the contact and account details. Follow these steps to do so: Copy the Account ...
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: In the Account Details page, select the required account from the Parent Account look-up field. ...
Is it possible to associate a contact with multiple Accounts?
It is not possible to associate a single contact with multiple Accounts. You can only associate an Account with multiple contacts.
Managing Accounts
In a typical Business to Business (B2B) scenario, Account represents a Company or a Department within the company, with which your organization is currently doing business with or is planning to do business with in the future. An account stores the ...