🟡Parent Company View

The parent company view is a quick way to reveal all known locations for the company.

Overview

The parent view in Shipper CRM allows you to easily view parent company details along with all the locations that have been currently discovered for that particular company. This guide will walk you through how to effectively use the parent company view for getting a comprehensive breakdown of known locations.

Parent Company View reveals all known locations for the company.

From the Magic Map

1. Navigate to the Magic Map: From the dashboard in Shipper CRM, navigate to the Magic Map.

2. Open a Shipper profile: You can do this by clicking on a point on the map

3. Click View All Discovered Locations: This is located at the top of the parent company section. Clicking this will immediately reveal all discovered locations from the parent company view.

From the Request Tracker

1. Navigate to the Requests page: From the Requests page navigate to the Request Contact Enrichment tab

2. Click on a company: From the company table column, clicking on a company will take you directly to the parent company view from within the Magic Map.

Navigating within the Parent Company View

Once in the parent company view, you will notice some slight differences to the Magic Map including an Exit button at the top left to exit out of the parent company view. The shipper profile side panel will only show parent company specific information, including all known locations associated to the parent company.

For more information on how we structure parent companies and their relationship to locations, reference Parent Companies.

Viewing Known Locations

Clicking on any of the location cards will immediately take you to that location on the map and open the shipper profile location view. This view provides information specific to the facility's address, phone number, and facility type (eg. Warehouse, Store, Manufacturer, Office, Other).

For more information on shipper specific locations, reference Shipper Locations.

Note: When navigating to a location from the parent company view, you be shown a Back button instead of an exit button. Clicking the back button will take you back to the parent company view.