In some sales processes, there are more companies involved than just you and the buyer. A common example is a media agency of the customer or that the invoices should be sent to another company than the one you are selling to. Here's how it works.

How to activate

1. Purchase the add-on Sales Process
2. In Upsales, go to Settings > CRM > Fields > Orders & Opportunities
3. Activate relation field
   1. 
4. Tip! Rename the field to fit your use case, for example; "Media agency" or "Invoice company". 

Viewing relations

In the below screenshot we are seeing the opportunity list on the company Tieto Sweden AB which is the customer and Ernst & Young AB is the related company. The opportunity with a relation displays an icon, hovering it displays the related company.

The order is saved once in your account but will be displayed on both companies.