Company relationships are only available with the Webmecanik Pipeline PRO plan.
Webmecanik Pipeline allows you to create relationships between your companies in the CRM. Please note that only users with the ability to modify company records are allowed to use this feature.
How to add a relationship between two companies?
- Go to the Company tab.
- Select the company you want to integrate into your network of relationships.
- Click on Add.
- Select the type of relationship to establish.
- Choose the relevant company.
- Click on Confirm.
- Your relationship has been created! 🚀
What types of relationships are available?
Different types of relationships enable you to establish a hierarchy within your network of relationships. Please note that these relationships are reciprocal between the companies.
- Is linked to
- Has for member
- Is member of
- Has for customer
- Is a customer of
- Has for subsidiary
- Is a subsidiary of
- Provided by
- Has provided
Example: If one of your Company A is a customer of your Company B, it will be noted as a customer of Company A.
How to Filter Companies by Relationship Network 🤝
In Webmecanik Pipeline, you can easily refine your company list view based on their underlying connections (parent company, subsidiaries, partners, etc.).
Setup Guide ⚙️
- Click the Advanced filters button at the top of your company view, then click + Add a filter.
- In the first drop-down menu, select Company.
- In the second drop-down menu, choose Relationship network.
- Set your desired operator (e.g., equals).
- In the Search field, type the first few letters of the target entity and select it directly from the drop-down list.
💡 Tip: This filter is especially useful for quickly grouping and viewing all entities or subsidiaries linked to a specific key account in your CRM.
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