Creating a Company Ownership Structure

To assign a company as a owner (parent) company:

1. Click the Companies tab for the company that is partly or wholly owned by another.
2. Either create a new company record, or find the existing one that you want to assign an owner company to.
3. Scroll down to the Company Ownership related list.
4. Click New Company Ownership.
5. Complete the fields as described in Company Ownership Fields. You must enter either an internal company or an external company.
6. Specify the proportion of ownership as a percentage. This cannot be zero or null.
7. Click Save.
8. Repeat the process for any other owner companies for this company. Total allocated ownership for a company cannot exceed 100%, but it can be less.