- Need to have a valid ZOHO CRM account.
Steps to add new Customer/Accounts in Priority
- Login to the ZOHO CRM cloud portal. The home page of the ZOHO CRM can be viewed below.
- Navigate to the menu ACCOUNTS in the home page for adding new customers.
- On clicking Accounts, the account window opens up. Click on the + symbol to add a new Account/Customer in ZOHO CRM.
- Fill up the details in the form that opens up.
- Once done with filling up the details, click on the SAVE Button.