In some sales processes, there are more companies involved than just you and the buyer. Maybe a parent, subsidiary, or third-party agency. You can add these relations so they show on each company card and on the opportunities, orders or subscriptions.
This article covers:
- How to activate relations
- How to add relations to an opportunity, order or subscription
- What this means for your opportunities, orders and subscriptions
How to activate relations
- Activate the CPQ add-on (if you're using Subscriptions, you'll need the latest subscription version, available when you contact support)
- Go to Settings → CRM → Fields → Orders & Opportunities:
- Tick the box to make Order relations field active (optional: Tick to make required):
- You can also click to rename Order relations to fit your use case, for example; "Media agency" or "Invoice company":
How to add relations to an opportunity, order or subscription
- Open an opportunity, order or subscription
- You'll see the order relations field:
- Click the dropdown to add an existing company relation, or click New relation to add a new relation between companies:
- If you're working with sales partners, you can send the invoice to the relation company through your ERP integration. This feature is available for the Fortnox app and Visma.NET app. Simply toggle on Invoice relation company. The order is created in the relation company within your ERP integration:
What this means for your opportunities, orders and subscriptions
- The company added in the Company field gains Customer status
- The company added in the Relation field doesn't gain Customer status. However, the order appears in its company card with a relation symbol:
(example above shows a subscription)
(example above shows an order)
- In the Report Center, you can view sales to relation companies
- Open the Sales widget
- Click Edit
- Click the Group by dropdown and select Order relation: