How to setup multi-layered parent-child accounts in CRM

tacitcorp
edited October 2020 in Deals & CRM

Hi there,

Our organization is in the process of setting up our CRM with ActiveCampaign. I understand the current AC structure is Accounts > Contacts > Deals.

We are an organization that sells to companies with multi-layered relationship. For example:

  1. National Head Office (Grandparent)
  2. Regional Head Office (Parent)
  3. Local Franchise (Child)

How are people setting up their CRM when dealing with multi-layered organizations?

Given the CRM structure is limited to Accounts > Contacts > Deals, what workarounds (tags? custom fields?, naming structure?) are people using to make it work within AC.

For reference, HubSpot allows for multi-layered unlimited parent-child relationships. https://www.hubspot.com/product-updates/unlimited-parent-child-relationships

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