How to view the history of a holding/company group activities

Use the history to view and analyze the cooperation process with the holding company and all of its affiliates. This will enable you to view opportunities are in progress for both the holding and each subordinate account.

To view the history:

1.On the parent account page, go to the [History] tab.

2.Unfold the [Opportunities] detail and click the button.

Note

The  button is displayed on the [History] tab details and only for parent accounts, if subordinate companies have connected records.

As a result, the detail will show the opportunities of the subordinate companies of the account (Fig. 1).

Fig. 1 Viewing the opportunities history of the subordinate companies

 

You can use the following details to view the opportunities history of the subordinate companies: [Activities], [Invoices], [Orders], [Opportunities], [Contracts], [Leads] on the [History] tab, and on the [Contacts of account] of the [Contacts and structure] tab.

The history is only displayed for the first and second nesting levels. This means that if the subordinate company has its own subordinates, the records connected to these subordinates will not be displayed for the selected account.