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