The AccountHierarchy in the Aviso platform provides a structured view of the relationships between a client account and its associated entities, such as parent companies, subsidiaries, affiliates, or divisions. This feature is particularly valuable for understanding the broader organizational ecosystem, uncovering new opportunities, and devising tailored sales strategies.
To access the module, follow these steps:
- Log in to Aviso. Click Accounts from the upper menu bar.
- You will be redirected to the Accounts page. Here you can view the list of all the currently available accounts in the system.
- Click on the Account Name for which you want to view the detailed information. Switch to the Account Hierarchy tab.
- This tab lets you view the Accounts that are associated with the main account and their hierarchy.