Using Org Charts
How to use the org-charts in account mapping with activities and deals
5 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 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.