Multi-Location Agreement
How to Organize in SF All locations AKA Child accounts should have their own account page and be linked back to one parent account The parent account cannot be an active RMR location. An identical account can be to made, but the non-Active RMR account must be labeled “Parent” All child accounts should be renamed to align with the parent account. (Ex. Smith Management-The Plaza, here Smith Management is the parent account) All Child accounts will need their own opportunity and quote. You will NOT create a pandadoc in EQ for each quote In your opportunity names, please include “MLA” in the names (Ex. Borger Management MLA) When your agreement has been signed, you will submit the opportunities on the Child accounts for approval from onboarding Communicate with your client that there will only be one signer for the agreement, including any future updates made to the agreement
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