How to add CRM Account in Cloudpital?

Modified on Tue, 9 Jan, 2024 at 1:13 PM

Adding a CRM Account in Cloudpital is a simple process that can be done in just a few steps. Here's how to do it:


  • Log in to your Cloudpital account and  click on the CRM.



  • Click on "CRM Accounts" .



  • In this screen all the Patient file data should be shown in the Account. 



  • We can Also see the Account Detail by click on the Action .



  • We can also Export the Accounts



  • We can also Save and Show the Segment in Account.



  • We can also search the Accounts.



  • Also check the Accounts in Zoho CRM.


If you need help adding a CRM account or have any other questions about using Cloudpital, our customer support team is always available to assist you. 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article