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Company Hierarchy

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Having a clear picture of how your Companies are connected is vital for solid account management.

Using the Company Hierarchies feature of Membrain you can see a hierarchical structure of how your companies and contacts/prospects are organized.  

Being able to see this information clearly, as well as which ones you're engaged with, gives you an excellent overview of how successful you are as a sales organization with your most biggest or most strategic accounts.

The Company Hierarchy can be found in 3 places

The Company view - full details are shown to the right of this view, including icons to show if there is a current sales project or prospect associated.

The Company list view - details can be chosen for viewing in a column. Select the columns you want to see by clicking on the cogs icon located in the column with the "company name".

Company Name hover - simply hover above the company name from anywhere in Membrain to view the Parent company.

 

HOW TO ADD A PARENT COMPANY 

NOTE: You must add the parent company to the subsidiary, not the subsidiary to the parent company.

Main Membrain icon - Companies & Contacts - Companies tab - Select Company you wish to set UNDER the Parent Company.

1. Find the Companies Hierarchy box to the right of the Company Card

2. Click on "Set Parent Company"

3. Click on the drop-down or type the name of the company you wish to add as the parent company

4. Click Save - The company is added under the parent

 

HOW TO REMOVE A PARENT COMPANY

Main Membrain icon - Companies & Contacts - Companies tab - Select Company you wish to remove from the Parent Company.

1. Find the Companies Hierarchy box to the right of the Company Card

2. Click on "Set Parent Company"

3. Clear the option in the drop-down box

4. Click Save - The company is removed from under the parent