InsideView's Family Tree is useful in finding the parent and child companies of a particular company. In the Family Tree view, you can search for companies, add companies to watchlists, site count (if available), brach data information and use filters to narrow down to companies that you want to target for business dealings.
This article provides instructions to use the Family Tree features:
Viewing a Family Tree
|1||View the Family Tree||CRM View
Click on the expand icon on any company in the List view to view its children. Click the collapse icon to close the list of its subsidiaries.
Note: Branch data information and the map view are available only in the Web view.
|2||Access the List View||Open the Family Tree section in the Web view. By default, the List view is displayed.
To toggle between the List and the Map view use the button highlighted above.
|3||Access the Map View||To switch to the Map view, click the Map icon as illustrated:
The map view shows a density gradient map of the locations of branches in the current family tree. It gives a helpful location-based visualization of the various sites of the Family Tree.
Using Filters to Search in the Family Tree
|1||Search in a Family Tree||To search for companies within a Family Tree, enter the search keywords in the search bar.
Companies that match the search criteria are highlighted while others are greyed out.
|2||Enable Site Data||To see only those companies that have branch information available, enable the Site data available option.
When this option is enabled, hovering over the states in the map view will show the branch information.
|3||Filter by Industry||
Notice how the search results change when you select the industries and sub-industries option.
|4||Filter with Employee Count||If you want to change the Employee Count, click Edit Employee Range and change the minimum and maximum number of employees and then click Update.
|5||Filter with Revenue||To change the Revenue range, click Edit Revenue Range and enter the new minimum and maximum values and then click Update.
|6||Filter with other search criteria||You can only add search criteria for Company Location, Employee Count, Revenue, and Industry filter in the Family Tree tab.|
Adding a Family Tree to watchlist
|1||Select companies||To select companies in the Family Tree that you would like to add to your watchlist, select the checkboxes.
Note: If you have applied filters, then only the companies matching your filter criteria can be selected. Companies that do not match your filter criteria will be disabled.
|2||Add to Watchlist||Click the Follow link to add the selected companies to a Watchlist.
|3||Select an existing Watchlist||To add the companies to an existing watchlist, select the watchlist name from the options. The companies will get added to the selected watchlist.
In case the watchlist limit is reached the following message is shown:
|4||Add to a new watchlist||To add the companies to a new watchlist click Add to a new watchlist.
Enter a Watchlist Name and set Alert Frequency.