A Branch is a physical Location entity that works under a brand, a branch can have only one brand it is working for. A brand can have multiple branches that works under it. If for example one physical location works with 2 brands in the organization, a new branch will need to be established under the second brand.
A Branch can have an unlimited hierarchy that can be established by choosing a parent branch in the branch settings. A highest hierarchy branch will be able to view its subordinate branches leads, clients and excluded clients.
Creating, editing or modifying a branch.
To view your existing list of brands you need to open the configurations module.
- Login to your CRM with a user that has permissions to view the Configuration Module.
- Click on configuration
- Under the expanded menu, select Brands