Option of having a Parent Company in order to see what companies are under the Parent Company easily.
Create an option for Parent Companies, many of our customers/prospects are part of a group of companies and it is a manual process for us to keep track of it and many colleagues do not update the info or track it in a different way, when we share a group of companies with others it is difficult to keep track of changes, etc.
In the parent company view, we should be able to see all of the companies listed in one view and a "Parent Company" field in companies. Parent Companies would act the same as a company, i.e. you can create a deal under the Parent Company and when you view a company you should be able to see if there is a deal under the company and/or the parent company.
4
votes
Joelle Roy
shared this idea