Creating a hierarchy view using Sell smart lists

What's my plan?

Creating a way to see the hierarchy of your company, or team is helpful for many reasons. However, you can also create more intricate hierarchies that can include deeper hierarchies to understand for example, the value and amount of deals attached to each child company of a parent company. You can create these overviews by using Sell smart lists.

It's best to use Sell smart lists when creating a basic hierarchy, such as a team view or parent-child view of companies. Sell smart lists are saved views of your data that you can access at any time without having to repeatedly customize the view with filters, or select specific leads, contacts, or deals.

For example, if you want to see all of the child companies are under the same ownership of a parent company, or you want a list of companies under a parent-child hierarchy in one view, you can:

1. Create a new smart list in Sell.
2. Add the Parent company field.
3. From the drop-down menu, select the parent company of interest.
4. Add any additional fields you may need to provide detailed information of your child companies, for example, Ownership.