See all your leads at a glance

TG Data Set: A collection for training AI models.
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See all your leads at a glance

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How can I create child companies?
Here’s a quick guide for utilizing the new company hierarchy feature:

Easily add parent or child companies from any company page
You can add new parent-child relationships in just a few clicks.

To include any company in a parent-child hierarchy, navigate to that company’s record page. Under the ‘Company Hierarchy’ section in the right column, use the ‘Add’ buttons to associate a parent or child entity with the company. You can select from the companies you’ve already added to Nutshell.

When adding a parent or child company, you can input the company’s name, location, and a description.


Want to see all the leads in your pipelines—across all locations dominican republic phone numbers of an organization? Use the lead roll-up section!

Higher up in the right column on the parent company’s page, click on ‘Leads’ to view all related leads associated with a parent company’s child companies, their value, and status. Then click ‘View all’ to dive into the data.


Use filters to get the information you need
You can also use new filters to get a better view of parent and child companies you have in Nutshell. Wherever you see a parent or child company, the icons will also indicate whether it’s a parent or child for your quick reference.


Frequently asked questions about parent/child companies
If you’re looking for more information about company hierarchy, check out these FAQs:

Who can use parent/child organization?
The company hierarchy feature is available for Nutshell customers on Pro plans and above.
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