Question: Is there any data transfer between parent and child companies?
Answer:
"No. Right now, all associated contacts and deals, as well as all activities logged on the company records, will remain on the company record. There is no data sync between parent and child companies and no data will roll up to the parent company. "
If someone is emailing a contact at a child company, that logged activity, as well as upcoming meetings, notes, tasks etc should also be logged onto the parent company so that someone can keep track of all the important engagements in one place easily without needing to click between records to find important details.
This feature would be so helpful as we now need to duplicate all contacts from child accounts onto the parent account to get a comprehensive view on the overall organisation.
We have a client that has been asking for this kind of data roll up for awhile now, it would really be a great way for their reps to manage their accounts all in once place.
Where are we at with this? Without this vital data sync, the parent/child function is significantly devauled and almost becomes more work than it's worth.
How are you working around this missing connection in the meantime? We sell to schools within school districts; so it's important to understand the district's total investment and activity history before we approach school district leaders. Is there a report-view or other place to get a quick snapshot of the Child-company activity without clicking into each one individually?
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