Create a New sub Company Record

How to Create a Brand New Sub Company Record

 

How to Create a Brand New Sub Company Record

  1. First you will add the brand new company by clicking on the magic wand in the top right corner. Then go ahead and click on “New Company.”

 

  1. A new pop up will appear and fill in the box where it says “Company Name” then click on “Ok and Edit” to get into that company record.

 

  1. To add the parent company the parent company must already be in tracker, you will then go to the parent company field and type in that name then click on “Save Only.” This company will now be associated with the associated with the parent company.

 

  1. You can go to the parent record by clicking on the icon next to the parent company name.

  1. You will now be able to see this company listed in the sub company section in this record.


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