Overview
If you have integrated your CRM with Apollo, Apollo automatically syncs any parent accounts you have set up between the two platforms.
You can also assign and edit parent accounts in Apollo. This helps you keep your accounts organized if an account has different subsidiaries or undergoes acquisition.
Please note, you can only assign, edit, and view the account hierarchy of saved accounts. If you want to assign a parent account to another account, please make sure you save both the parent and child accounts before following the steps below. For more information about how to save accounts in Apollo, please refer to the "Save Contacts and Accounts" article.
Refer to the sections below to assign a parent account and view the account hierarchy of your saved accounts.
Assign or Edit Parent Accounts
Launch Apollo, click Search, and then click Companies.
Use the search filters on the left to find the saved account to which you want to assign a parent account.
Click on the name of the account to access its profile page.
Scroll to the account overview card on the Overview tab and hover your mouse over the Parent Account field. Then, click Edit.
Use the drop-down bar to find the company that you want to assign as the parent account. Then, click Save.
You have now assigned or updated the parent-child account relationship for a saved account.
View Account Hierarchy
To view the parent/child hierarchy for an account, launch Apollo, click Search, and then click Companies.
Use the search filters on the left to find a saved account.
Click on the name of the account to access its profile page.
Click the Hierarchy icon at the top of the page.
Please note, you can currently only view the hierarchy of an account for which you have already set up a parent-child account relationship. If you have not assigned a parent account to any of your saved accounts, you will not see the hierarchy icon on a company profile page. Follow the steps in the section above and then refresh the page to view the new hierarchy.
Apollo displays an Account Hierarchy modal. From here, you can view the parent account, along with the account owner, stage, and location.
To view the other child accounts mapped to this same parent account, click View More Accounts and scroll through the list.
You have now viewed the hierarchy of an account.
If you have mapped multiple child accounts to the same parent account, you can use the parent accounts filter in Apollo to search for all associated child accounts. Check out Search Filters Overview to learn more.