Updating Account Information in Zoho CRM

You can easily keep your clients information up to date by allowing your clients to manage certain fields in Zoho CRM via the client portal. Once you have connected Zoho CRM to the client portal, click on the customization tab and choose which modules you would like your client to view/add or edit. Within each module you can choose to give your clients permission to add new records, edit fields and add or delete attachments.