Adding sub organizations?

Lindsay Gordon
Lindsay Gordon Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

Is there a way to add a sub group to an organization?  Ex: Keller Williams may be the primary but they house a lot of internal realtor teams... thx!

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  • Jeremy Gulley_11062
    Jeremy Gulley_11062 Member Posts: 80 VERIFIED MEMBER
    10 Comments Second Anniversary Photogenic Solution Provider
    edited March 2021 #2

    Hey @Lindsay Gordon 

    There's many ways to accomplish this but, here is how most of my orgs do it. We have a main organization (like State Farm):

    image
    Main Organization

     

    Then we have parent / daughter / related organizations:

     

    image

     

    image

     

    How you name them can also be up for debate but, this process works for the most part. Be aware that you're not able to filter based on the relationship so reporting based on this style isn't great but, it keeps things more organized. Let me know if that would work or if you have any thoughts / questions. 

  • StavrosAloizos
    StavrosAloizos Member Posts: 1 VERIFIED MEMBER
    First Comment
    #3

    Is there a way to do this during import? We have parent companies and Child companies that belong to

    the parent Co's I have imported all the parents and I am trying to assign those parents to the children. I have no way of adding the organization relationship field during import??? this is a HUGE problem and should be a VERY VERY basic feature. I am looking at the boards and this was brought up in 2020???? Am I missing something?

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