Defining a Company Hierarchy in Zendesk Sell
How do I define a company hierarchy in Zendesk Sell?
Defining a company hierarchy in Zendesk Sell is straightforward. You can create a hierarchy by establishing parent and child relationships between company contacts. This setup allows you to view, track, and manage related company contacts effectively. Whether you're dealing with multiple subsidiaries or various businesses, this feature helps in tracking revenue and communication across contacts and deals.
To define these relationships, you can either add new company contacts or edit existing ones. Once defined, these relationships are displayed on the contact cards, allowing you to view a parent company's child companies and create new child relationships. For more detailed steps, you can refer to the originalZendesk article.
More related questions
Can a company contact have multiple levels in a hierarchy?
Yes, a company contact can have multiple levels in a hierarchy in Zendesk Sell. This means a company defined as a child can also have its own child company contacts, effectively making it a parent to those companies. This multi-level hierarchy…
How many child companies can a parent company have in Zendesk Sell?
In Zendesk Sell, a parent company can have up to 999 child companies linked to it. This allows for extensive organizational structures to be managed within the platform. While this information isn't part of the official documentation, it has been…
Can I specify a parent company when uploading a CSV file to Zendesk Sell?
Yes, you can specify a parent company when uploading a CSV file to Zendesk Sell. This feature allows you to efficiently manage and organize your company contacts by defining their hierarchical relationships during the import process. For more…
Is it possible to have multiple parent companies for a child company in Zendesk Sell?
Currently, Zendesk Sell does not support having multiple parent companies for a single child company. This feature would be useful for scenarios like joint ventures, but it is not available at this time. Users have expressed interest in this…
Interested indeflectingover 70% of your Zendesk support tickets?
Zendesk Support Tickets
Zendesk Messaging (live chat)
Join1,000+ companies reducing their support costs and freeing up support agents for more important work
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
Reduce support costs.Spend more time on customer success.
