If you have any clients that are under the umbrella of a larger organization, you can create a Parent/ Child Company relationship.
To set a Company as the Parent Company of an existing Child Company:
- Navigate to Record View of the desired Child Company
- In the General Details section, click the building symbol in the Parent Company field
- Search for the Parent Company you want to associate with the Child Company or add a new Company using "Quick Create"
To add a Child Company to an existing Parent Company:
- Navigate to Record View of the desired Parent Company
- Scroll down to the Child Companies section
- Click “Add Child Companies” and search for the Child Company you want to associate with the Parent Company or add a new Company using “Quick Create”