What is the best way to store organisations with more than one office?

Zena Markham
Zena Markham Member Posts: 4 VERIFIED MEMBER
First Comment
edited July 2022 in Sales CRM #1

We are currently adding a new organisation for the different offices but for the same company so that we can use the google maps feature and add people to the right office, but this gets confusing and can causes duplicates. Any ideas how you can still have the visibility of the offices but see all the deals on the same page?

Thanks

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Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 828 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited August 2020 #2

    You can create custom fields to store additional addresses for an organization. 

  • Inês Batata
    Inês Batata Posts: 2,027 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited August 2020 #3

    Hi @Zena Markham !

    I would suggest using our Related Organizations feature to create a relationship/hierarchy between those organizations and keep thing tidy. It also helps if you name the Organizations after their location. 🚀

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