Skip to main content

Companies and People association tree

Andrew Martin avatar
Written by Andrew Martin
Updated over a year ago

Companies and People are associated in Teamgate. The association is displayed in the Company or People card in the Associated Contacts block. This provides the information where the particular person is working or who are the employees of the company. As well as, it is not a rare situation when one person is working in a few companies. Teamgate provides the ability to view the relations of Companies and People in a tree view. To enable this view click the button in the Associated Contacts block (See e.g. below).

Company-and-People-Relationship-tree-Teamgate-CRM.png

And you will see the following Association Tree. Every round icon represents the Company or People. By clicking on the icon you may change the perspective of the associations.

Association-tree-Teamgate-CRM.png
Association-relation-tree-view-Teamgate-CRM.png
Did this answer your question?