First Freight CRM

How to link companies, subsidiaries, suppliers, carriers and agents using the <b>Related Companies</b> feature in Companies.

First, open any Company. &nbsp;On the Company Detail screen, there are tabs across the top.  Click the last tab:  Related Companies. &nbsp;

<br>When you click on the Related Companies tab, it opens to show all related companies.  To add a Related Company, click the blue + Add Related Company button:

Use the SEARCH box on top to find the company you wish to relate to:

Check the box next to your company.  A dropdown appears where you may choose Link Type:

Once you have chose the link type:  Parent, Sister Company or Subsidiary, click Save and...you've done well!

Now, the company appears in Related Companies, connected to your original Company.  

Please contact your CRM Admin or help @firstfreight.com if you have any questions or need help with Related Companies.

You may link Parent Companies, Sister Companies and Subsidiaries on the Related Companies tab.

FAQ: What are Related Companies?

Find answers and get help from Intercom Support and Community Experts

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you