Parent child company record

Hello everyone

Can HubSpot create a saved filter view simply showing all companies that are child companies – ie company locations belonging to a parent company?

Any feedback is much appreciated

Best

Emiliano

Hi @etroiani

U can see all companies in “Contacts > Companies”, and create one filter based in Parent Company. Look:

Did this post help solve your problem? If so, please mark it as a solution.

Best regards!

I believe that @etroiani meant a feature rather than filter, as I explained above.

We are looking for the same feature. We have many Brands with multiple locations and atm is impossible to add them to the platform. This makes it so much harder to manage them and does not allow us to fully migrate to Hubspot, having to work on two separate CRMs - hence not opting for the paid version yet.
Also the hierarchy of the Companies (Parent-->Child) is a bit confusing on the platform. I would have expected it to look more like:

companies

+Parent Companies
- Child Company 1

- Child Company 2

- Location 1

- Location 2

- Child Company 3

etc…

Hi @UrbanPoint and @etroiani ,

We also had this challenge, we wanted to see the full visual of all the child companies, grand child companies, great child companies and how they are connected on very BIG accounts.

We created an internal tool back in 2017. Today it’s open to all HubSpot customers, if you want to try it out then drop me a message and we will make it happen :blush:.

Short video below showing how it works inside of HubSpot with a 2 way sync:

I hope this helps?

Kind regards,

Dan Currin

Co-Founder

OrgChartHub

GeoMapper

OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps