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Jon-at-necto
Member

Associating Companies with Parent Companies

I have a need to think about subsidiary companies as their own individual companies, but I'd like to associate them with a parent company where applicable. 

 

Any advice on the best practices with this?

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Ian_Matt
Contributor

Associating Companies with Parent Companies

HI @Jon-at-necto ,

 

Not sure if this needs to be over engineered in all honesty. If there's a parent company then associating them makes sense. The only guardrails I would put up is to make sure that sales reps are checking for open deals with parent of child companies.

I hope this helps! 

Many thanks,

Ian