In the card, you can see the parent company and the subsidiaries.
If you are in a subsidiary company or its lead, it will be displayed in bold text.How to attach a company to the existing one
- In the "Multi Companies" tab, click "Add company".
- In the field enter its name, if the company exists in the database, the list of found companies will be displayed, if you click on the found company it will be attached.
- If the company is not found, just press Enter. A new company will be created and immediately attached to the current one.
- The search is performed according to the user's rights in Kommo. If the user does not have rights to view the company, it will not be shown.
- When trying to attach a company that already has a connection, the system will ask for a further action where you can replace the old connection with a new one or cancel the attachment.
- To detach a company or make it a parent company, click on the three dots button and select the necessary menu item.