In Dealfront (Target/Connect), it is currently not possible to transfer companies from the hierarchy view (parent company including subsidiaries) to a list with one click.
Use case:
When I specifically search for a parent company, I want to quickly save all associated companies (e.g. subsidiaries, affiliated units) in an account-based list so that I can then further edit them (e.g. for sales campaigns).
Current status:
In the search results list (Target), I can add several or many companies to a list at the same time.
In the hierarchy view of a company, I can see the entire structure, but I can't export it collectively or save it as a list.
Workaround is currently only the manual, individual addition of each company — very time-consuming and inefficient.
Desired feature:
Ability to select all companies from the hierarchy view with one click and add them to a list
Optional: Select specific levels (e.g. only direct subsidiaries)
Ideally as an “add hierarchy to list” function directly in the company profile
added value:
Significantly more efficient creation of account-based lists
Better usability of existing corporate structure data
Saving time and less manual click work in the sales process
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