CRM

KLar
Member

Multiple Offices

SOLVE

What is the best way to track companies with multiple offices?

 

We have tried having just one entry for the company as well as one entry per location with the city name included in the company name line. When there is just one company it's unclear where the client is and when there is more than one company the automatic association with the domain starts connecting contacts to the first company created. Neither seems like a great solution.

 

I'm sure we aren't the first to have this problem but I haven't found anyone else post about how they deal with it either.

0 Upvotes
1 Accepted solution
webdew
Solution
Guide | Diamond Partner
Guide | Diamond Partner

Multiple Offices

SOLVE

Hi @KLar ,

For the companies having multiple offices, the best solution would be to manage those companies in a parent child fashion in order to create some linkage between these companies. See this article here https://knowledge.hubspot.com/companies/how-can-i-add-a-parent-or-child-company-to-an-existing-compa... 

As per the issue regarding contacts being associated to the company that was created first, you can always turn off this automatic association to overcome this issue. See this article here https://knowledge.hubspot.com/crm-setup/automatically-create-and-associate-companies-with-contacts 

Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.

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3 Replies 3
LThomas13
Contributor | Diamond Partner
Contributor | Diamond Partner

Multiple Offices

SOLVE

Are there any best practices for Company naming convention of parent/child international companies?

0 Upvotes
webdew
Solution
Guide | Diamond Partner
Guide | Diamond Partner

Multiple Offices

SOLVE

Hi @KLar ,

For the companies having multiple offices, the best solution would be to manage those companies in a parent child fashion in order to create some linkage between these companies. See this article here https://knowledge.hubspot.com/companies/how-can-i-add-a-parent-or-child-company-to-an-existing-compa... 

As per the issue regarding contacts being associated to the company that was created first, you can always turn off this automatic association to overcome this issue. See this article here https://knowledge.hubspot.com/crm-setup/automatically-create-and-associate-companies-with-contacts 

Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.

KLar
Member

Multiple Offices

SOLVE

Thank you for the assistance!