Viewing Parent-Child Company Relationships in Zendesk Sell
Can I view parent-child company relationships in Zendesk Sell?
Yes, you can view parent-child company relationships in Zendesk Sell using smart lists. This feature helps you organize and visualize company structures effectively.
To set this up, create a new smart list and include the 'Parent company' field. Select the parent company from the drop-down menu to see all associated child companies. This view provides a comprehensive look at the ownership and deal values within your company hierarchy, making it easier to manage and analyze your business relationships.
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