Colour your org chart by any number in your CRM — open deals, deal value, an activity count, or a score of your own — and read the whole account in one pass.
1. Open Views and click Manage views
On an org chart, click Views at the bottom of the left icon rail, then Manage views.
2. Add a number field to the contact card
Select the view you want to change, or click + New view. On the Contact card, click Add contact field and choose a number field from your CRM.
3. Pick a low and a high colour
Click the palette icon on the number field. Colour cards by opens: pick a low colour and a high colour. Cards blend between them according to each record's value.
4. Click Save views
The chart is now a heat map for that field — the higher the number, the closer the card sits to your high colour. The legend at the bottom left shows the range the colours are mapped across.
Contacts where the field is empty are shown in your low colour, the same as a contact whose value really is the minimum. Their cards read Click to add details, so you can tell them apart up close.