Hi,
We are an enterprise that works with brokers. Meaning that we have many clients (brokers) that have themselves their own clients. We would like to be able to create this relation, a relation between contacts. A sort of hierachy between contacts in order to implement workflows between brokers and their clients.
For example, when an incidence occurs for a client, to be able to automatically notify the broker responsible for this client.
Hope you take this into consideration, our whole business model revolves around this.
Ricardo San Martin
I have the same issue. Can someone help us? Thanks
I don’t know if helpful, @Frsand, but you can associate Companies to one another - so you could have a Broker as the Parent and then have ‘child’ clients? Usually it’s used for a Company Group and its subsidiaries, but may help. Also you have Associate Labels for Contacts and Companies if you’re on a Pro product or above.
Hi - I have the same problem for two different scenarios:
Education insustry - associating two parents and children (don’tt wish to use companies as they’re used for b2b in the same account)
Husband and wife - connection when buying wedding rings and engagement rings etc…
I know with Professional and Enterprise you can associate with more than one Object but does it work for Contacts to Contacts? or Just Companies to Companies such as a Head Office and a Subsidary etc…?
Thanks,
Nikki