Spiro Parent-Child Company Relationship

If you want to enable parent-child relationships in settings, you can do so from Company Settings: Navigate to a company record in Spiro that you would like to set a parent company for. Once Parent/Child is enabled for your org, you should be able to see a field labeled Parent Company. The Parent Company field acts as a lookup field for Companies that already exist in Spiro that you want to relate to another company. After you have selected the parent company, click out of the field to save. In this example, I chose to set Spiro as the parent company.

Now that you have set up your first parent/child relationship, you can click on the link to the parent company from the child company page. On the parent page, there will be a section at the bottom that will show all the associated child companies. A parent company can have multiple child companies associated. In addition, the activities and other items from the child companies (Contacts, Opportunities, etc.) will be visible.