Company Names - Parent/Child associations - Can I tuck many locations under a master account?

Gary S.
Gary S. Member Posts: 2 NEW MEMBER
edited December 2024 in Sales CRM #1

I am adding a customer to my database that has 270+ locations (all the same company). I added the parent company as the corporate name, (Mining Corp). The remaining locations are also called the same name (Mining Corp - Quarry 1, 2, 3, etc). Now back in Pipedrive, I am in the Org view and I click the letter M to sort, I see all 270+ companies listed under the letter M. Is there a way I can tuck these 270 child locations under a parent company and not see them all as individual companies?

Answers

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 160 PIPEDRIVE TEAM
    100 Comments 25 Likes 5 Answers Second Anniversary

    Hello @Gary S.,

    Currently, we do not have the option to hide related organisations, but as a possible workaround, you can assign a specific label to all the sub/daughter companies you add to Pipedrive. Then, you can easily filter out all organisations with the label to have a cleaner list view.