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MLA Salesforce Organization
All locations should have their own account page in Salesforce All locations AKA children accounts should be linked to the parent account. The parent account cannot be an active RMR location but you may create another account with the same information and label it the parent account All children accounts should be renamed to align with the parent. EX: if the parent account is called Smith Management, the location names will need to look like this- (parent account) Smith Management- The Plaza (location name) How to Organize Accounts in SFDC:
All child accounts must have their own opportunity in SFDC and a Quote created in EQ. These opportunities will be turned in for approval by onboarding. Please put MLA somewhere in the name of the Opportunity
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