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Account Groupings - Parent & Child Accounts - BAUER MEDIA EMPLOYEES ONLY

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Account Groupings - Bauer Media Employees Only

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For larger organisations we may need to create multiple accounts if there are several sites each with their own budget and decision maker. In this session we’ll show you how to link accounts within CRM by creating parent (primary site or head office) and child (sub-site) accounts so that you can accurately report orders and revenue for the individual sites and the organisation as a whole.

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