Cube Yogi
Cube Yogi
Leader in Zoho Solutions/Consultation

Linking accounts with products using 'Related List' in Zoho CRM

Here is our approach for linking 'Account' with 'Products' using 'Related List' in Zoho CRM

1. Linking accounts with products using 'Related List' 

1.1 Open the 'Account' which you want to link with 'Products' ---> Tap on '+' icon near 'Products' from ''Related List'

1.2 Select the Products to link with the Account then tap on 'Add to Account'