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How do I create an association?

Understanding how companies are organised is a crucial part of a CRM. Learn how to associate companies in this article.

To associate 2 companies, navigate to one of the companies you want to associate.

On the right hand side are the associations. Click add on associated companies

 

 

Add the company you want

Click "Add Association Label"

 

When choosing the association, the association you are choosing is for the company you just chose. Because I searched for Flavour Makers, I chose them as "Parent Company" of Grifm. You can see a preview and make sure you got it right.

 

Once happy, you can hit save.