Jan 24, 2022
1620
If have contacts where a parent account has multiple subsidiary/child accounts, these can be managed within the GrowthZone software. For Example: A banking corporation with a main office and then a chain of branches.
Learn more:
- Parent/Child Relationship - Considerations
- Contact Relationship Types
- Add a Parent Relationship to a Business/Organization
- Add a Child Relationship to a Business/Organization