Zendesk Sell provides the ability to create a hierarchy of company subsidiaries and divisions. You do this by defining parent and child relationships between the company contacts.
Defining a company hierarchy enables you to view, track, and manage all those related company contacts. For example, this allows sales professionals selling to companies with multiple subsidiaries, or to customers working with various businesses, to better track and manage revenue alongside communication across contacts and deals.
You can define a relationship between company contacts when adding new company contacts or by editing existing company contacts.
When you define company contact relationships, those relationships are also displayed on the contact cards for those companies. You can view a parent company’s child companies and also create new child relationships with other company contacts.
You can create multiple levels in a company hierarchy. For example, a company contact that is defined as a child can have its own child company contacts, making it a parent of those companies.
The hierarchy view: Enterprise and Elite versions of Sell
In the Enterprise and Elite versions of Sell, you can see a more detailed view of a parent company and its child companies by clicking the Company Hierarchy link on the contact card.
The detailed hierarchy view allows you to see important details of a parent company and its child companies. This includes won deals, active deals, and lost and unqualified deals. You can also sort and filter the closed deals within a time frame or date range (for example, within the last 6 months and between two specific dates).