FollowupCRM allows you to connect related companies by labeling them as "parent" or "child" companies. This is especially helpful for organizing hierarchical connections between company relationships.
1. On the Companies page you will notice a column for "Child Companies." When a Child company has been connected to a Parent company, you will see this link here.
2. Inside the Parent company page, click the "Companies" tab to view all connected Child companies and add more if desired.
3. To view all projects of Child companies, click the "Child Projects" tab. Here you can click on any projects in the list to quickly navigate to the specific project page.
