Using Related Companies

What is a related company in Crelate?

Ian Remington avatar
Written by Ian Remington
Updated over a week ago

To view or create a company status, navigate to a company record, select Summary, and then Related Companies.

Within Related Companies, you may add a new related company or filter based on the company type.

However, if you are looking to add a Parent Company, that will be a Field you will need to add into the Company Record.

If you are not seeing Parent Company listed, make sure to add that Field on the Company Record as shown below:

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