Change an Account on a Contact

Change an Account on a Contact

1. Find and open the contact in Zoho CRM

2. Click on the pencil next to the account name

3. Click on the building next to the account name

4. Enter a portion of the company name in the search bar and press enter

5. Locate the correct account, then click on their blue company name

6. Press the blue check box to save the change

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