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Does your company need to track leads across a large organization with multiple child companies?
Introducing company hierarchy in Nutshell! Now you can create a philippines telegram company hierarchy and designate multiple child companies within a larger organization’s structure.
This new feature simplifies lead and sale tracking, giving you better insight into your leads across subsidiaries of a parent company.
Nutshell lets you create relationships between parent and child companies, then connects their data to give you an overarching view of leads and sales across all your client relationships.
How can I create child companies?
Here’s a quick guide for utilizing the new company hierarchy feature:
Easily add parent or child companies from any company page
You can add new parent-child relationships in just a few clicks.
To include any company in a parent-child hierarchy, navigate to that company’s record page. Under the ‘Company Hierarchy’ section in the right column, use the ‘Add’ buttons to associate a parent or child entity with the company. You can select from the companies you’ve already added to Nutshell.
When adding a parent or child company, you can input the company’s name, location, and a description.
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