Video 1.30: Find subsidiaries belonging to the same corporate group
Step 1. Go to the customer card you want to find subsidiaries for
Step 2. Click the relations tab on the customer card
- Here you’ll see the company group structure with companies already in the database and not.
- On the companies already in the database, you can also see where they are in the customer journey, ex. Lead, MQL, Pipeline, Customer
Step 3. Buy the company or the whole group
- You can either buy the subsidiaries you want or the whole group