Efficient workflow for hardware service organization (parent and child companies)

Sven
Member

Hello, 

 

we are servicing a lot of locations where we have delivered our products. Most of our customers (companies) have at least 30+ locations. I would use Hubspot to keep an updated status for all customer contact and work done. The most efficient way I can see would be to have each company show their children when you press it on the company page, but I can't seem to use Hubspot that way - all companies are equally listed. 

 

Does anyone have a good workflow for such a need, or perhaps even a recommendation of a software that would suit our needs better? 

 

Thanks!

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roisinkirby
HubSpot Product Team

Hey @Sven in HubSpot, you have the ability to associate two companies in a parent-child relationship. To add a parent or child company to an existing company record please follow these instructions: https://knowledge.hubspot.com/articles/kcs_article/companies/how-can-i-add-a-parent-or-child-company...

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