How to add a Linked Company

The Linked Companies section is a powerful feature that makes it easy to associate two companies together and keep track of their relationships.

  • To get started, navigate to the deal list page. 
  • Click on the name of the company you wish to link with another. This will open the company's detailed information.
  • Scroll down the company detail page until you find the "Linked Companies" section. 

  • In the "Linked Companies" section, click "Add Company."  
  • In the modal type in the name of the partner company or investor. Choose the appropriate relationship type. 
  •  After specifying the company name and relationship type, save the changes. This action will establish the connection between the two companies as partners.

In the "Linked Companies" section, you will now see the associated partner companies listed, clearly indicating their relationship type.

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