Adding sub organizations?

Lindsay Gordon
Lindsay Gordon Posts: 1
edited July 8 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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Comments

  • Jeremy Gulley_11062
    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.