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. These stay linked to the main company. So you can view subaccounts on their own, and also consolidate subaccount data under the main company. Subsidiaries for a company will automatically be created as subaccounts and 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 separate 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 a single aggregated company view

By default, only subsidiaries and manually created companies without Prospecting ID can be related as subaccounts. However, admins can adjust this setting to allow any company to be related as a subaccount. 

Enabling the option to relate any company as a subaccount, is useful if you're working with complex or non-linear company structures, or have flexible internal grouping needs. 

Regardless of settings, 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 on the grey section Subaccounts and from the curtain click New subaccount, or from the create button click Relation

   
   
   
3. In the relation drawer click on the second selection Create subaccount relation within the company:
   
   
   
   
4. 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):

By default, only manually created companies without a Prospecting ID can be linked as subaccounts. However, admins can modify this setting to allow any company to be a subaccount. See When to use subaccounts for details on when to change this setting.

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 you have manually related as subaccounts can always be reverted back to a regular company card. Either from the relation tab for the main company. In the tree you click the unlink-icon for the subaccount you wish to revert. Or from the subaccount company card you click the unlink icon in the blue card. 

View and analyse subaccount data

1. Open the main company card
2. Click Subaccounts:
   
   
   
   
3. This shows all the related subaccounts, from the toggle you can decide if you wish to exclude the data from subaccount on the main company. They will always revert back to be included. 
4. By clicking the row you navigate to the card for the specific subaccount and interact with it as a normal company card.