Step-By-Step-Guides
Collection of click through instructions
16 articles
Create your first org chart
How to create your first org chart with contacts, groups, informal relations and related organizations
Position contacts on the org-chartCreate your first org-chart from CRM contacts using simple drag and drop
Organize the chart into groupsOrganize the org chart with groups for departments and teams
Map informal relationshipsAdd another layer of depth to the org chart by mapping informal relationships and influence
Update a Contact from the org chartUpdate contact details from the org chart - synchronized with your CRM
Add a Related OrganizationHow to create a child organization / subsidiary on the org chart
Customize the org chartHow to customize the org chart with additional CRM attributes and colors
Enrich your org chart with LinkedIn data
How to Sync contacts from LinkedIn, add tasks and deals and automatically track LinkedIn messages
Sync a contact from LinkedInHow to Create a CRM contact from a LinkedIn profile
Track a LinkedIn Message in the CRMAutomatically tracking connection requests and LinkedIn messages as activities in your CRM
View CRM Deals & Activities inside LinkedInHow to create and view CRM Deals in LinkedIn and how to add new CRM activity records from LinkedIn
Build an action plan for the org chart
How to add CRM activities and deals to the org chart
Create an Activity from the org chartHow to view and create CRM Activities on the org-chart
Filter the Org Chart for dealsHow to manage CRM deals on the org-chart
Share your org chart with a colleagueShare your org chart with a colleague