Building Org Charts
How to build CRM-integrated org charts with vizrm
7 articles
- 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.