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How Do I Group Accounts In Zoho Crm

Understanding What Accounts Are in Zoho CRM Definition and Importance Alright, first things first. What exactly are accounts in Zoho CRM? Simply put, accounts refer to companies or organizations with which you interact. Understanding these is crucial because it’s the foundation of managing relationships in your business. These accounts can be customers, partners, or competitors, […]

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How To Link Contacts To Accounts In Zoho Crm

Understanding the Basics of Contacts and Accounts What is a Contact? When I first started using Zoho CRM, I was curious about the term “contact.” Simply put, a contact is an individual within a company that you may want to interact with. This could be a client, potential client, or vendor. Each contact has their

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