Modeling Parent-Child Account Relationships in CRM for Franchises
How do people model parent-child account relationships in their CRM for franchises, dealer groups, or multi-location companies? Specifically:
How are parent vs location-level companies structured?
How do you associate contacts that influence multiple locations without duplicating them?
Where do deals and contacts live - parent account, child accounts, or both?
How do you handle rollups like ARR, pipeline, and penetration across locations?
Any Clay workflows or best practices for enriching, associating, and automating this at scale?
