What is the best way to document parent company/ subsidiary relationships?

Stacy Knight

What is the best way to document parent company/ subsidiary relationships? I don't see a way to nest a company within a company, but this would be a great feature. At times you want to pitch one particular subsidiary, but it would also be good to know how all parts of the broader parent company are being leveraged. Has anyone tried this? Is this being worked on by Pipedrive?

Bernhard Gruber

on the bottom of the any organization there is a field relationship. here you can establish relationships, daughter, parent, related.

This helps to track at least but Pipedrive, to my knowledge, has not implemented further use of that feature. e.g. showing all deals from daughters of a specific organization. 

Inês Batata

Hi @Stacy Knight ! Adding to what @Bernhard Gruber mentioned, check out this tutorial: Related Organizations.