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Analyze the org chart with activity heatmaps

How to analyze org charts with heat maps for activities and deals

Updated over a week ago

1. On the org chart menu click the Views button

2. Navigate to Quick Views and choose a pre-set heat map view

3. Select # Completed Activities to show a heat map highlighting how active you have been with individual stakeholders

4. Select Completed Since to show recently active contacts

5. Pick a time frame to analyze

6. The view highlights the contacts that have or haven't been touched in the last 90 days

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