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Ep. 2 🏗️ Building Org Charts

Learn to build and manage org charts in vizrm—add contacts, create groups, and link organizations with ease.

Updated over 2 weeks ago

This tutorial demonstrates how to navigate vizrm Org Charts, starting from the homepage and using the search bar to access organizations. It shows how to build org charts from our CRM data with drag-and-drop functionality, including adding and editing contacts, creating groups, and defining informal relationships. The video also covers managing related organizations, such as adding child organizations and creating inter-organizational links. It encourages users to explore these features and begin building effective org charts to strengthen organizational structures.

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