The Company group area of the Relations smart tab on the Company Card makes it easy to cross-sell and up-sell to related companies of your existing customers.
Company groups is an add-on feature for Nordic companies.
You can see which companies within a group you already have as a customer or a lead, and the sales rep assigned to that company.
Click Sales & CRM → Companies & contacts → the Relations tab:
You can now either click:
- Add entire company group to add all related companies
- Merge with - to add the information to an existing company card
- Add to add it as a new company, and create a relation between it and the current company
