Using Family Tree

  • Updated

Family Tree is useful for understanding a company’s overall corporate structure. In the Family Tree view, you can search for companies, contacts within the family tree companies, add companies to watchlists, view site counts, branch data information, and apply filters to narrow down to companies that you want to target for business dealings.

This article provides instructions to use the Family Tree features:

Viewing a Family Tree

Step Description Details
1 View the Family Tree CRM View
  • Open an Account in your CRM.
  • Navigate to the Company Overview tab in Sales Intelligence.
  • Select the Family Tree link to view the corporate hierarchy.

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Web View

  • Search for a company in the Sales Intelligence Web View.
  • On the Company Overview page, navigate to the Family Tree section.
  • Select the Family Tree link to see the Family Tree.bank_of_america.png
  • Click on the expand icon on any company in the List view to view its children. Click the collapse icon to close the list of its subsidiaries.3.png
  • On the Company Overview page, you can select these categories to filter contacts:
    • Contacts at Parent: View all contacts in the parent company only.
    • Contacts by location: View all contacts in a particular geographic location across the family tree.
    • Family tree contacts: View all contacts across the family tree.
  • Select Contacts in the United States or Family Tree Contacts link to view contacts within the Family Tree companies.bank_of_america3.png
  • When you select the Family Tree Contacts link all contacts across the family tree are displayed.bank_of_america1.png
  • Select specific companies within a family tree to filter contacts and click Apply.bank_of_america2.png
2 Access the List View Open the Family Tree section in the Web view. By default, the List view is displayed.

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3 Access the Map View To switch to the Map view, click the Map icon as illustrated:

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Note: Branch data information and the map view are available only in the Web view.

The map view shows how companies in the family tree are distributed across the globe.

Using Filters to Search in the Family Tree

Step Description Details
1 Search in a Family Tree To search for companies within a Family Tree, enter keywords in the search bar.

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Companies that match the search criteria are loaded. 
2 Enable Site Data To see only those companies that have branch information available, enable the Site data available option.

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When this option is enabled, click the site count number on the right side of the card to open in the map view and view the branch information.

Hovering over the map will show you how many branch locations are located in each state or country.

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3 Filter by Industry
  • Click the Chevron chevron_new1.pngicon to expand the Industry to view and select the sub-industries.

    industry_filter.png

  • Click the Chevron chevron_new.png again to close the sub-industries view.
  • Click the Only link to select a particular sub-industry and deselect other sub-industries. For example, click Only to select the sub-industry.

    industry_filter1.png

Notice how the search results change when you select the industries and sub-industries option.
4 Filter with Employee Count If you want to change the Employee Count, click Edit Employee Range and change the minimum and maximum number of employees and then click Update.

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5 Filter with Revenue To change the Revenue range, click Edit Revenue Range and enter the new minimum and maximum values and then click Update.

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Adding a Family Tree to watchlist

Step Description Details
1 Select companies To select companies in the Family Tree that you would like to add to your watchlist, select the checkboxes.

Note: If you have applied filters, then only the companies matching your filter criteria can be selected. Companies that do not match your filter criteria will be disabled.
2 Add to Watchlist Click the Follow link to add the selected companies to a Watchlist.

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3 Select an existing Watchlist To add the companies to an existing watchlist, select the watchlist name from the options. The companies will get added to the selected watchlist.

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In case the watchlist limit is reached the following message is shown:

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4 Add to a new watchlist To add the companies to a new watchlist click Add to a new watchlist.

Enter a Watchlist Name and set Alert Frequency. 

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Click Save.

Exporting a Family Tree

Step Description Details
1 Select companies To select companies in the Family Tree that you would like to add to export, select the checkboxes.

Note: If you have applied filters, then only the companies matching your filter criteria can be selected. Companies that do not match your filter criteria will be disabled.
2 Export the family tree Click Export and in the drop down click Export Companies to Salesforce, Dynamics, Excel File, or CSV File option.

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3 Save the file Save or open the exported file.

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