Correct structure for HQ and office branches please
Hi,
I prospect and sell to UK real estate agents - like most medium sized businesses they have a single HQ and multiple branches around the country. All the buying is done through HQ so I have set the address up as the Account. I will have one or more Contacts at the HQ location. I need to enter the addresses of each branch also. I will have one or more Contacts who are Branch Managers so each branch will need a master record to which I attach the Contacts.
How do I create a branch record then connect it to the main Account record to correctly reflect the organisational hierachy? A branch is not a Contact nor is it an Account.
With thanks
NF
Writer
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I prospect and sell to UK real estate agents - like most medium sized businesses they have a single HQ and multiple branches around the country. All the buying is done through HQ so I have set the address up as the Account. I will have one or more Contacts at the HQ location. I need to enter the addresses of each branch also. I will have one or more Contacts who are Branch Managers so each branch will need a master record to which I attach the Contacts.
How do I create a branch record then connect it to the main Account record to correctly reflect the organisational hierachy? A branch is not a Contact nor is it an Account.
With thanks
NF
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