How Do You Manage Contacts and Accounts in Zoho CRM for Better Relationship Tracking?
Zoho CRM uses Contacts for individual people and Accounts for companies. Properly linking these two ensures a 360° view of all interactions across an organization.
Create or Import Contacts:
Go to the Contacts module → Click + Add Contact.
Fill in details such as name, email, phone number, and job title.
Link to an Account:
In the Contact record, use the Account Name lookup to associate them with a company.
If the account doesn’t exist yet, you can create one on the fly.
Manage the Account Record:
From the Accounts module, view all linked contacts, deals, and activities for that company.
Use Hierarchies (Optional):
If you're working with enterprise clients, enable Contact Role Hierarchy to show reporting structure or influence.
Why This Workflow Matters:
Linking contacts to accounts gives full visibility into organization-wide activity, helps map decision-makers, and supports B2B selling strategies.
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