In vizrm you can filter your Org-Chart by the participants of a deal or create a group for a deal. Thereby gaining information about the engaged stakeholders on a particular decision and informing your strategy / next steps to widening your network / influence.

In Pipedrive you can add participants to any deal. Thereby mapping the involved stakeholder on a deal.

In vizrm you find all open deals associated with an organization on the sidebar under the tab "deals".

You can click on the filter icon of a deal to filter the chart displaying the participants of the deal maximized while all other persons on the chart are only shown as icon/picture.

You can remove a deal filter by clicking the X on the top right of the deal in the sidebar.

When the chart is filtered for a deal, you can add a person to this deal from the person-context menu:

When the chart is filtered for a deal, you can remove a person from this deal:

If you have assigned deals to an org-chart in vizrm you can run a heatmap report that summarizes the values of all open deals a person is related to on the chart.

Thereby giving you a fast overview of the most focal & valuable contacts in the account.

From the sidebar you can also create a group for a deal. This will automatically create a group on the org chart that contains the deal name as title and a link to the deal in your CRM as body. If you like you can then organize people under this group.