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Ep. 3 πŸš€ Executing Account Plans with Org Charts

Learn how to use vizrm org charts to track activities, filter deals, and ensure contacts are positioned correctly in your CRM.

Updated over 2 weeks ago

This tutorial demonstrates how to use vizrm org charts to examine activities and deals. It highlights the Home Dashboard, where data can be filtered by deal status, close date, and organization owner. The video showcases how organizations and contacts appear within the CRM, including how many have associated org charts and how contacts are positioned within them. It also demonstrates how to create and manage activities linked to both contacts and organizations. The tutorial emphasizes the importance of reviewing org charts regularly to ensure all relevant contacts are positioned correctly.

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