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

Zena Markham
Zena Markham Posts: 11
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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  • Boris Tsibelman
    Boris Tsibelman Posts: 998
    1000 Comments Second Anniversary First Answer Combo Breaker
    edited August 2020 #2

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

  • Inês Batata
    Inês Batata Admin Posts: 2,917
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    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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