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Account Heirarchy
Posted Mar 15, 2024
Hello All,
I am new to ZenDesk and come from a Salesforce HealthCloud organization where I administrated that CRM. ZenDesk seems completely foreign to me and seems to be lacking a lot of out the box functionality.
I am looking for guidance on how to best create a account hierarchy. My company is in the Biotech space so I am looking to create a hierarchy of:
Parent Account > Site Locations > Site Contacts > Patients
Example:
Mass General Hospital (Parent Account) > Brigham and Womans (Site Location) > Dr. Tom (Site Contact) > Patient (Patient)
My team will be communicating to both site contacts and patients from different site locations so need to roll this all up.
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