CRM Enhancement - Account & Stakeholder Management

Add:

Company (Client) = Parent Account
Individuals = Contacts under that Company
Functionality Required

Each individual must be linked to a single primary company
Ability to:
View all contacts under one client
See full interaction history at:
Contact level
Company level (rolled up)

You can open Allianz and see every stakeholder, every email, every meeting, every opportunity tied to that insurer in one view.