Sometimes businesses will acquire other businesses or start up a sister company. As a result, it's important to ensure these new Divisions are linked to the parent Company. A good way of linking these is by creating the new Division under the existing parent Company.
Step 1: Locate the Company
To create a new Division under an existing Company, you'll first need to find the parent Company within the CRM using the Global Search. Once you've opened the appropriate Company, navigate to the Divisions page.
Within this page, you can view the Divisions already logged underneath this Company.
Step 2: Add a New Division
To create a new Division, click on the plus icon in the top right-hand corner of the page. The New Record screen will open, where you can fill out the relevant information about your new Division.
Once happy with the information entered, click 'Create' and you'll then be able to fill out the additional fields regarding the new Division, such as SIC code, phone number and Contacts that work at this Division.