How to link companies, subsidiaries, suppliers, carriers and agents using the Related Companies feature in Companies.
Open any Company. There are tabs across the top of the Company detail screen.
The last tab in called Related Companies.
When you click on the Related Companies tab, you see options to select and remove related companies, Request Access (from the Sales Owner) to a Company, change the relation type or add a new company to your related company list.
Choose from the Link Type pulldown: Supplier, Subsidiary, Carrier, or Agent.
Click the Save button when done.
When the "Request Access" button is clicked, an email is automatically sent to the Sales Owner for the Company...they can choose to click the Add to Sales Team button.