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Add a Related Organization

How to create a child organization / subsidiary on the org chart

Updated today

1. Find details about Related Organizations on the chart and in the sidebar

2. Click + on the chart menu

3. Click on Add child organization

4. Either search the CRM for an existing organization to link, or click on Create to add a new organization to the CRM

5. Click on Create Organization & add as Child to complete the process

6. The Organization has been added to the org-chart and can be manipulated with drag and drop

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