View CRM Account Structure

Explanation

This activity allows you to view a multi-level structure of leads and accounts. The account structure can give you a better overview of larger organizations with complex structures. The parent record will be on the top level with all affiliated leads and accounts beneath in the required number of levels.

Prerequisites

All companies that will be shown in the account structure must have been entered as leads or accounts and linked to each other as parents or childs.

System Effects

There are no system effects.