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

Stacy Knight
Stacy Knight Member Posts: 3
edited March 2023 in Sales CRM #1

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?

Answers

  • Bernhard Gruber
    Bernhard Gruber Member Posts: 2 PIPEDRIVE TEAM
    edited July 2022 #2

    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
    Inês Batata Posts: 2,091
    5 Likes First Anniversary First Answer Name Dropper
    PIPEDRIVE TEAM
    edited March 2023 #3

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