Company Hierarchy - Parent/Child or Headquarters/Branch
G
Glenn Wasserman
I'm in the B2B space and deal with multi-location businesses and franchises. Often, there is a corp headquarters and branches to manage or one company acquires another so there are often multiple entity names to manage. ie: Toyota of Edison NJ, Toyota of Clifton NY, Toyota of Danbury Ct ... etc. .. these could all be owned by 1 parent company.
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S
Sales & Marketing
Merged in a post:
Offices for Companies - Multiple Offices
S
Seton Walsh-Rose
We work with a number of National and International Companies. We are using GHL as Marketing and CRM.
We need the ablity to setup offices as part of companies.We may have 50 contacts across 6 offices in one company. So we need to be able to write notes for those offices as well as the overall company.
We will have different decision makers and things - eg size, sectors, etc.
S
Sales & Marketing
Merged in a post:
Company to Company Associations
D
Daniel Fundi Ndaya
Some companies are associated with each other:
✅ Types of Company-to-Company Associations in a CRM
🔁 1. Parent-Child Relationships
Used to define organizational hierarchy.
Example:
Parent: Coca-Cola Global
Child: Coca-Cola UK, Coca-Cola Bottling Co.
🤝 2. Partner Organizations
Two companies collaborating or in a strategic alliance.
Often tracked to manage referrals, joint clients, or shared activities.
🧾 3. Vendor / Supplier Relationships
One company supplies goods or services to another.
Tracked to manage procurement, deliveries, or contracts.
🛒 4. Reseller / Distributor Relationships
One company sells products on behalf of another.
Useful for commission tracking or channel management.
💼 5. Client / Customer Companies
The primary B2B relationship where one company buys from another.
🧑💼 6. Affiliate / Referral Partners
Tracked to record referred leads, performance, and rewards.
🤝 7. Joint Venture Associations
Companies collaborate on a specific deal or project, often time-bound.
🧠 8. Subsidiary / Sister Company
Companies owned by the same parent but tracked separately.
🔄 9. Franchise Relationships
One company operates under another’s brand/system
🔗 10. Technology / Integration Partners
Companies whose products or services integrate with each other.
Tracked for co-selling or joint technical support.
T
Turner Kuell
We still need this!
B
Bjorn Bojen
This would be great - as well as being able to create associations to other objects.
C
Chris Hunt
This is huge. I've lost several opportunities in the B2B arena because they want a more functional company object. The requests I receive most frequently is an org chart and a dynamic list of contacts associated with the company.
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Houtan Hormozian
Sales & Marketing - Can you please review these requests
Use Case: Is it possible to restrict users to view only the conversations they are involved in, rather than the entire conversation history of the contact?
For instance, if I want to share a contact with a user, as an Admin and Assigned User should be able to see all conversations with that contact, however "Assigned Followers" should not have access to the entire conversations with the contact and only see their own conversations.
H
Houtan Hormozian
and incorporate this into the concept https://ideas.gohighlevel.com/ad-reporting-and-attribution/p/share-contacts-not-conversation
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Eric Langley
I do this with the Contact Type field now. Parent, Location, Person, Opportunity, etc.. It's a pain but it does work.
I
Iver Aune
Something like this?
K
Keith Besherse
Iver Aune, yes, but, not restricted to the franchise model