Many companies have the main head office (parent account) and a bunch of branch offices (child accounts). Now, they may have separate accounts for different divisions or branches of the same company and associate them to the company’s main account.

By this, say you are trying to talk business with a company - Acme Communications. It would be so much easier to approach them if you knew that their main division is already your customer. This feature helps you identify such associations and leverage them to close deals better.

Also, with this, the sales managers may keep track of what’s happening in each branch (contacts, deals won) of a specific company and handle operations and revenue much better.

To enable the parent field in Accounts,

  1. Login to the web application and go to Admin Settings > Accounts.

  2. If the field parent account is not present in the Accounts page, click Add field, search for parent account and click Add Selected.

Let us see how to link all associated accounts.

  1. In the left nav bar, go to CONTACTS AND ACCOUNTS > Accounts,

  1. Choose a child account and click Edit.

  2. Now, associate it with the parent account using the Parent Account field.

  3. Enter the parent account name you want to map it to.

  4. Click Save.

Alternatively, you can click the pencil icon near the Parent Account field under the account's landing page to search for and add the parent account.


Note: A sales account can have only one parent account. But, they may have multiple child accounts.


How do I view all child accounts from a parent account?

  1. Go to the Account landing page.

  2. Scroll down to the Account details section on the left, and click the Account hierarchy icon to view the child accounts.

What is the maximum level of hierarchy that is allowed?

Five nested parent accounts can be created.

 

How many child accounts can one parent have?

A maximum of 50 child accounts can be created for a single-parent account.

Note:
1. Parent-child account association is not supported in 
    a.Data Migration
    b.Workflow automation
2. If a user has access to the parent account, then by default she/he has access to all associated child accounts.