Using Org Charts
How to use the org-charts in account mapping with activities and deals
6 articles
- 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.