Hello,
I work in healthcare with hospitals (child) and managing hospital systems (parent). There can be multiple hospitals within a system all of which need to be treated as an account as there are multiple sales entry points. Or a hospital might be independent, not part of a managing hospital system. Our products may start in one hospital (child), but then be adopted across the system - or - our product may be sold in to the managing hospital system (parent) and pushed down to each hospital (child) in the system. So when we enter in a new lead and qualify it, we need to be able to lookup and associate that account with a parent account.
Ex.
- Providence Hospital Portland is part of the Providence Health System, so we are currently calling the child: Providence Hospital Portland and parent: Providence Health System
- OHSU Hospital is an independent hospital and is not part of a system, so are currently calling the child: OHSU Hospital and parent: OHSU Hospital
Suggestions?
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