Do you have multiple customer accounts – maybe for different regions, divisions, or addresses – that fall 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. Either click Create → Relation or click the Relation tab:

   
    

3. Either search for an existing company you want to convert into a subaccount, or click to Create new company to add a new subaccount (you can add multiple companies). If the company for which you want to link subaccounts belongs to a company group with subsidiaries not yet added to Upsales, these will be presented and you can select them from the list:

5. Click to preview and then add and save subaccounts. 

Reverting subaccounts

Companies made into subaccounts can be reverted back to a regular company card. Click the unlink icon for the subaccount you wish to revert: 

View and analyse subaccount data

1. Open the company card
2. Click Subaccounts:
   
   
    
3. This shows all the related subaccounts. Click the toggle to exclude the data from subaccount on the main company
4. Click the row for the specific subaccount and use it as a normal company card