Company Hierarchy

Set up to 3-level deep connections across companies!

Can I report on my MailChimp information in Pipeline?

Share Companies

Customer Profile Visibility

Tracking Customer Health

Customer Activity Feed

Managing Customers from the List View

Customer Management Profile Overview

Delete Companies

Converting a Company to a Customer

Milestones

Merge Companies

Company Ownership

Company Profile Overview

Create a customer

Key Contacts For Customers