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.
To define and view hierarchies, see Creating a hierarchy view with Sell smart lists or Explore.
8 Comments
It would be so wonderful is Support had this structure. Subordinate organizations [and associated user rights] would be massively beneficial to support. It's a frustrating product gap.
couldn't agree more :(
If found the answer to my question above in the below article:
https://support.zendesk.com/hc/en-us/articles/4412988453786-Can-I-specify-the-parent-company-when-I-upload-a-CSV-file-to-Sell-
I would love to be able to identify multiple parent companies per child company. A use case would be a company that is the child of a joint venture. I need to know that they are connected to BOTH parent companies.
Another helpful feature would be to add a "sibling" company, to use the familial language. A use case here would be two independent companies that aren't exactly over/under but are formally associated. Maybe "sibling" isn't the right word considering it implies two companies under the same parent... but you get it.
This would be HUGE for us.
How many child companies can a parent company have linked?
Hi Chad,
A parent company is limited to 999 child companies.
Hope this helps.
Many thanks Noly Maron Unson :)
Is there documentation or an article that highlights this?
Many thanks again.
Hi Chad,
This is not part of the documentation we have but it was verified by our internal team.
Thank you.
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