Some of our customers have clients that have subsidiaries or divisions that they sell into. In one hand, they want to keep the customer profiles separate, they might want to assign different health scores and track usage and revenue separate. But on the other hand, sometimes you want to get an overview of the group structure and see all notes, e-mail conversations, tickets or tasks in the same "feed".
Planhat is now launching a new functionality that will let you do exactly that.
Enabling Group Structures will let you connect customers in a tree structure with unlimited depth. You can add/remove new nodes (subsidiaries) right from the tree widget and you can even attach or detach entire, existing subtrees to an already existing structure.
Check out the video here