Enter CRM Account Structure

Explanation

This activity allows you to build a multi-level structure of leads and accounts. The parent record will be on the top level with all affiliated leads and accounts beneath in the required number of levels. Note that a lead or account can be connected to only one parent.

Prerequisites

All companies that will be included in an account structure must have been entered as leads or accounts.

System Effects

A structure of a group of leads and/or accounts is created.