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Companies
Accounts in a real hierarchy — brand at the top, legal entities and branches beneath.
Workspaceabout 4 min
By the end you'll be able to
- Model a group of companies the way it really is structured
- See a company's people, deals and activity in one view
- Import or bulk-maintain accounts
Walk through it
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The list shows trading brands at the top with their legal entities and branches nested underneath. That structure matters for reporting: activity rolls up, so a branch's deals still count towards the group.