How To Set Up Customer Hierarchies
Consider the following customer hierarchy:
The above hierarchy shows a parent company (McDonalds Corporation) with two subsidiaries and one general manager. Each subsidiary, in turn, has subsidiaries and these subsidiaries can have their own subsidiaries...
You must set up a person for every individual and business in a hierarchy. After the basic demographic information is defined, you define each person's children using the Person to Person page.
While hierarchies would typically be set up to define parent companies and subsidiaries, you can use this functionality for many other purposes. For example, a customer relationship manager could set up a hierarchy containing their "important" customers. To do this, they'd need to create a "dummy" person for the parent and then link the "important" customers to it.