Do you have multiple customer accounts – maybe for different regions, divisions, or addresses – that are under one company? Instead of creating separate company cards and duplicating data, simply create them as subaccounts and keep one overarching customer view that stays linked to the main company.

This article covers:

• When to use subaccounts
• How to create a subaccount
• Reverting subaccounts
• View and analyse subaccount data

When to use subaccounts

Subaccounts are useful for organisations that have different accounts with one main customer, and want to:

• Manage multiple locations, delivery addresses, departments, divisions, or other parts of the same customer under one main company card
• Consolidate subaccount activities, data, and reporting into one visible and accessible view
• Organise and access multiple subaccount tasks from one aggregated company view
• Automatically create subsidiaries as subaccounts that are linked to the main company

Which companies can be made into subaccounts?

By default, only subsidiaries and manually created companies without a Prospecting ID can be related as subaccounts. 

However, admins can allow any company to be related as a subaccount. This is useful for companies with:

• Complex or non-linear structures
• Flexible internal grouping needs 

Click Settings → Account → Account settings and click the toggle to enable relating any company as a subaccount: 

Subaccounts can only extend one step from the main company - it's not possible to create a subaccount of a subaccount. 

How to create a subaccount

1. Open the company card you want to assign as the main company

2. Click Create → Add subaccount. You can also click Create → Create relation and choose Create subaccount relation within the company:

   
   

3. Search for the existing company you want to convert into a subaccount and select it (you can select multiple companies). If the search finds no match, click Create as new company to add it as a new company. If the main company belongs to a company group with subsidiaries not yet added to Upsales, these are listed and you can select them too:

4. Click Preview subaccount, then Save and add subaccount.

Subsidiaries that are not yet in Upsales are bought from Prospecting when you save, and you confirm the purchase first. While the purchase runs, the banner There's a pending purchase is shown, and the companies are added when it is finished.

Reverting subaccounts

Companies made into subaccounts can be reverted back to a regular company card. Open the subaccount's company card. In the banner You are viewing subaccount of:, click the unlink icon (Unlink subaccount) and confirm with Unlink:

View and analyse subaccount data

1. Open the main company card
2. In the sidebar, click Showing data from subaccount:
   
   
   
3. This lists all the related subaccounts. Use the toggle on each subaccount, or Show data for all subaccounts, to choose whose data is included on the main company, and click Apply
4. Click Visit on a subaccount to open it and use it as a normal company card