What are Placeholders?
Placeholders let you add a node to your org chart for a person whose identity you don't know yet. This keeps your account map complete even when your stakeholder intelligence has gaps — which is almost always the case in complex deals.
A placeholder holds a position in the hierarchy. You can note the role and anything else you know, then replace it with a real CRM contact the moment you identify them.
Adding a Placeholder
Open an org chart in vizrm.
Click the ⋯ menu on any organization node or contact card.
Select Add Placeholder.
In the dialog, enter:
Role / Position (optional) — e.g. "Chief Revenue Officer"
What do you know? (optional) — any notes, e.g. "Based in Berlin"
Click Save.
The placeholder appears as a grey node with a ? icon, positioned as a child of the node from which you added it. You can drag and drop it to reposition it anywhere in the hierarchy.
Assigning a Person to a Placeholder
Once you've identified who fills the role, replace the placeholder with a real contact.
Click the ⋯ menu on the placeholder node.
Select Assign Person.
Choose how to assign the contact:
Option A — Search Contacts
Search across your entire CRM. vizrm will surface contacts already associated with the current organization at the top. Select the contact and click Assign Contact.
Option B — Create New Contact
Fill in the contact's details (first name, last name, email, phone number, and any custom fields you've configured — such as Buying Role). Click Assign Contact to create the record in your CRM and place them on the chart simultaneously.
Coming soon: A third option — Import from LinkedIn — will let you assign a placeholder by pulling someone's details directly from LinkedIn into your CRM and org chart in one step.
Other Placeholder Actions
From the placeholder's ⋯ menu you can also:
Add Group — add a group node below the placeholder
Remove from chart — delete the placeholder from the org chart
Tips
Use placeholders to represent buying committee roles you know exist but haven't yet identified — Economic Buyer, Legal approver, Technical contact, etc.
The "What do you know?" field is your scratchpad: use it for intel from your champion, context from LinkedIn, or anything that helps you track down the person faster.
Placeholders behave like regular nodes — you can make them parents or children of other contacts and groups using drag and drop.