Are you working with parent companies, subsidiaries, 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 More → Relation:
- Enter the related company's name
- Add the relationship between each company:
Related companies now show when you click the Relations tab in both company cards:
- You can also make company relations appear in opportunities and orders