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For a CRM, how can I relate companies to a parent company? e.g. X, Y, Z are owned by "Alphabet"

  • December 16, 2020
  • 1 reply
  • 21 views

As in, businesses X, Y, Z each have separate cards in my CRM, but are also owned by Alphabet (and this relationship is visible when I open my Account card for X or Y etc)

Thanks a/Community!

Best answer by Kamille_Parks11

Add a Link to Another Record field to the table that lists Businesses, name it “Owner”, and link each business to the respective owner.

1 reply

Kamille_Parks11
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Add a Link to Another Record field to the table that lists Businesses, name it “Owner”, and link each business to the respective owner.