Are you working with parent companies, subsidiaries, or third-party agencies? Use relations to connect them in your Upsales data. You can then view the relations in company cards.
- Open one of the company cards where you want to add a relation
- Click Create → Create relation:
- Enter the related company's name
- Add the relationship between each company:
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Related companies now show when you click the Relations tab in the company cards. The tab appears once a company has at least one relation:
- You can also make company relations appear in opportunities and orders