Overview
If you've 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.
You can only assign, edit, and view the account hierarchy of saved accounts. If you want to assign a parent account to another account, 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, check out Save Contacts and Accounts.
Check out the following sections to assign a parent account and view the account hierarchy of your saved accounts.
Assign or Edit Parent Accounts
To assign or edit parent accounts:
- Launch Apollo and click Search Companies.
- Type a specific company name in search, use search filters to narrow your search, or click Saved to access your saved accounts.
- Click a company to access their account profile.
- Scroll to account details and click the parent account field, then select the company you want to assign as the parent account.
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 and click Search Companies.
- Type a specific company name in search, use search filters to narrow your search, or click Saved to access your saved accounts.
- Click a company to access their account profile.
- Under account details, click the hierarchy icon beside the parent account field.
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 the account hierarchy. 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.
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.