Use the Profile Relationships sub-module to represent the relationships among profiles in an organizational hierarchy. For example, a holding company may have many companies under it. One of these companies may own a group of other companies. It is useful to record organizational hierarchy as it can assist you in making decisions, learning more about prospective and present customers, and using this information to strengthen sales pitch and marketing efforts.

You can view, specify, and delete organizational hierarchy for profiles. You can also manage details of the relationship a profile organization has directly with another profile organization.

Existing hierarchies display in the Profile Relationship screen. The screen has two parts—hierarchical and sub-hierarchical relationships within an organization display in the left side of the screen, while profile details associated with each hierarchy entry display in the right side.

Choose Main Menu|Sales/Marketing Management|Addresses|Profile Relationships to open the Profile Relationship screen.

Use the Profile tab to view the list of profiles attached to the selected hierarchy level.

Use the Contact tab to view the list of contact persons associated with the profiles you have attached.

Use the Opportunities tab to view the list of business opportunities that the attached profiles offer.

Use the Installed Base tab to view the list of products installed at a profile site.