Creating an org chart
To build your org-chart, drag a contact from the backlog on the left side of the screen and drop it on top of an organization or another contact on the chart (in the center of the screen). In the backlog you can search for any information (name or attribute) to locate a contact.
To re-arrange the chart, drag a contact on top of another one. If you move a contact from one organization on the chart to another, it will also be re-associated in your CRM.
Creating a new contact
You can create a new contact either from the context menu of an organization or from the chart menu (+). You can enter any information for all the side-bar attributes configured in your view.
The contact will be automatically added to your CRM system.
Associating a child/daughter company
You can add a child-organization from the context menu of an organization or from the chart menu (+). Child-organizations will appear as related organizations in your CRM.
