Account Mapping
All Features Relating to Account Maps and Org Charts
15 articles
Building Org Charts
How to build CRM-integrated org charts with vizrm
- Navigating Org Charts in vizrmQuickly open, zoom & scroll org charts from CRM or LinkedIn for seamless navigation across organizations.
- Drag & Drop Org Chart BuildingEasily structure org charts by dragging contacts into place, simplifying hierarchy building and adjustments.
- Add & Edit contactsSearch for any contact across your entire CRM, or create and update contacts directly in the org chart, with instant CRM sync and LinkedIn profile integration.
- Groups on the org chartOrganize people into custom groups (e.g., teams or departments) with colors and labels for clear visualization.
- Informal RelationshipsMap influence & non-hierarchical ties with labeled, styled lines to capture hidden dynamics in organizations.
- Related OrganizationsLink parent, subsidiary, or partner firms on the chart with CRM sync for a full view of company networks.
- How to Use Org Chart PlaceholdersMap unknown roles in your org chart and assign real contacts when you identify them.
Using Org Charts
How to use the org-charts in account mapping with activities and deals
- CRM Activities in the context of org chartsView, create, and complete CRM activities directly in the org chart — including full activity history with filtering by status and due date.
- Using CRM Deals on Org ChartsFilter, group, and manage deal participants from the org chart to connect contacts with CRM deals efficiently.
- Sharing org chartsEasily share org charts via download or shareable link for quick collaboration and presentations.
- The vizrm Home DashboardYour starting screen in vizrm: recently edited org charts, create a new chart, search, and in-app help.
- ActivitiesView, complete, create and filter CRM activities — including full activity history — directly from the vizrm org chart sidebar.
- Reveal a contact's email and phoneReveal email and phone on a contact from the org chart or from LinkedIn, using your team's connected enrichment provider.
Analyzing Org Charts
How to analyze org-charts with heat maps and custom analytics