Re: Parent child company record

etroiani
HubSpot Employee
HubSpot Employee

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

1件の承認済みベストアンサー
DanielSanchez
解決策
キーアドバイザー | Platinum Partner
キーアドバイザー | Platinum Partner

Hi @etroiani 

 

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

 

parent-company2.PNG

 

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

Best regards!

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4件の返信 4
UrbanPoint
投稿者

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.... 

 

 

Dan1
HubSpot Employee
HubSpot Employee

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 😊

 

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 

Dan1_0-1668421124614.png

DanielSanchez
解決策
キーアドバイザー | Platinum Partner
キーアドバイザー | Platinum Partner

Hi @etroiani 

 

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

 

parent-company2.PNG

 

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

Best regards!

UrbanPoint
投稿者

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

0 いいね!