Account Mapping
All Features Relating to Account Maps and Org Charts
13 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.
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 DashboardGet an account overview with metrics and filters to track pipeline, org chart progress, and account mapping.
ActivitiesView, complete, create and filter CRM activities — including full activity history — directly from the vizrm org chart sidebar.
Analyzing Org Charts
How to analyze org-charts with heat maps and custom analytics
Quick Views and Org Chart HeatmapsUse ready-made heatmaps to see activities and deal values at a glance, highlighting warm contacts and urgent actions.
Custom Org Chart ViewsCustomize org chart and sidebar fields, save views, and share them across your team for tailored account insights.