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Position contacts on the org-chart

Create your first org-chart from CRM contacts using simple drag and drop

1. Go to the vizrm main app

2. Search for an organization from your CRM

3. Click on an organization in the search result

4. Find your CRM contacts for this organization in the left side bar

5. Drag a contact from side bar and drop it on the chart

6. Drop onto a contact on the chart to create reporting lines

Learn more about drag & drop org-chart building here

Rather not start from a blank chart? Apply an org chart template first — it adds the groups and the open seats you expect, and you fill them with your contacts.

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