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Managing large organizations with many child companies? Let's structure them in Nutshell!
Managing large organizations with many child companies? Let's structure them in Nutshell!
Hamida Bapoo avatar
Written by Hamida Bapoo
Updated over a week ago

If you manage client relationships and leads across different child companies within a large organization, setting up a company hierarchy will help you manage these leads and connections easily.

Nutshell's Company hierarchy is ideal for managing companies with multiple subsidiaries. It provides a structured view of the entire organization and an at-a-glance view of total sales for child companies individually and combined.

Getting started​

To start setting up parent/child relationships, head over to a company's page in Nutshell. You'll find the 'Company hierarchy' section in the Company page sidebar.

Add a parent company

When you designate a company as a parent, it becomes the main hub for its child companies. Here's how:

1. Click the +Add a parent button

2. From the dialog, you can search and add an existing company as the parent company:

or you can create a new parent company directly:

3. Once a parent company is added, the heading changes from ‘Company hierarchy’ to ‘Parent company’ to help you clearly distinguish the parent company from child companies:

Note: Only one company can be added as a parent company within an organization.

Add child companies

Child companies are subsidiaries under a parent company. You can add multiple child companies to any parent company, here’s how:


1. Click the +Add a child button

2. From the dialog, you can search and add an existing company as a child

company

3. Once a child company is added, the heading changes from ‘Company hierarchy’ to

‘Child companies,’ to help you clearly distinguish the child companies within a parent

company

4. To add more child companies, click the ‘Add a child’ text link

Unassociate Parent/child company designations

If you’d like to unassociate a company from its designation, simply click the ‘x’ on the company card, we’ll show the below confirmation message. Clicking the ‘Yes, unassociate’ button immediately removes the designation of a parent/child company.

View leads rolled up on a parent company page

View all child leads, including their status and value, directly on the parent company page. This rolled-up view makes it easy to get a comprehensive overview of individual sales and combined sales as the parent company.

This can also be viewed as lead cards in the ‘Child leads’ dialog when clicking on the rolled up lead section.

Additionally, clicking ‘View all’ in the ‘Child leads’ dialog directs you to the filtered child leads list:

Filter views for parent and child lists

Our custom filter options make it easy to tailor your list view to your specific needs. You can filter by parent company:

or child companies in the Companies list view:

Add Parent company and child companies columns to the Companies list page

If you’d like to view parent and child companies on the Companies list page, simply find and check the ‘Parent company’ and ‘Child companies’ checkbox in the ‘Select your columns’ dialog.

View child or parent company information when added on the company page timeline

You can easily view details of the addition of a parent or child company on the company page’s timeline:

FAQs

Can anyone add parent and child companies?

Any user on the Pro and above plans can use the Company hierarchy feature.

Is there a limit to the number of child companies per parent company?

No, you can create as many child companies as you want.

Can I bulk edit my companies list and designate a parent company?

Currently, this is not possible.

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