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Org chart heatmaps

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

Updated today

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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