About Activities in vizrm org charts
From the vizrm org chart, CRM activities can be viewed, created, and marked completed. To access and view activities, navigate to the activities section in the chart sidebar on the left (this is the fourth option from the top in the chart sidebar menu).
Viewing CRM Activities from the vizrm org chart
The activities section of the chart sidebar shows open activities and tasks from the CRM. This list includes all CRM activity records associated with the person currently selected on the org chart that are not marked as complete.
Creating new CRM Activities from the vizrm org chart
There are two ways to create a new CRM activity directly from the vizrm org chart:
From the chart sidebar’s activity section, select “Create Activity”
From the chart menu, click the plus icon, then select “Create activity”
In the following dialogue, provide a subject, activity type, and due date. Optionally, associate the new task with a CRM deal from this dialogue.
By clicking “save,” the activity is created in the CRM and added to the activity section of the vizrm chart sidebar. Any currently selected heatmap views of the org chart will be updated.
Completing CRM Activities from the vizrm org chart
Open CRM activities can be marked as complete from the activities section in the chart sidebar panel by clicking the button with the checkmark icon next to the activity in the list. This will mark the activity as complete in the CRM and update any currently selected heatmap views of the org chart.
