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Create parent–child company links in CRM for group records

Create parent–child company links in CRM for group records

Your group company records lack parent links, causing segmentation and campaign audiences to be wrong. Link records to their parent account so campaigns and reports use correct audiences before send.

Create parent–child company links in CRM for group records

Overview

When group-level company records aren't linked, your segmentation and campaign audiences become inaccurate and waste touches. This flow ties new group records to their parent accounts automatically so marketing ops and campaign managers get correct audiences within minutes.

Create parent–child company links in CRM for group records