Beginner 3 min read
Getting Started with Companies & Account Hierarchies
Group multiple employee contacts under a parent company account with aggregated revenue and deal tracking.
1. Enable Company Tracking in CRM
In CRM > Companies, click 'Add Company' or auto-create companies based on contact email domains.
2. Associate Contacts and Decision Makers
Link multiple contacts to a single company record, designating primary billing and technical contacts.
3. Track Collective Company Pipeline
View aggregate opportunity values across all active deals tied to the organization.
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