Branches

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.

  1. Login to your CRM with a user that has permissions to view the Configuration Module.
  2. Click on configuration
  3. Under the expanded menu, select Brands

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