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 and orders.
This article covers:
How to activate relations
- Activate the Sales Process add-on
- 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 or order
- Open an opportunity or order
- 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:
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The opportunity or order will now display on both the related company cards, under the Sales tab: