Organizations are a customer account record for a customer or prospective customer. When a Lead is converted to an Opportunity, an Organization for the prospective customer is automatically created in the CRM system.
If you are handling various business operations at distinct locations, you can manage them by associating them all together, creating a hierarchy.
Steps to create an Organization Hierarchy in CRM:
- In the create view or edit view of Organizations module, you will find the Member Of field. Select the parent Organization from the list of existing Organizations.
- You will find the categorization by clicking on the link Show Account Hierarchy on the right side of detail view of a record.