Step-By-Step-Guides
Collection of click through instructions
17 articles
Set up your system
First steps for system setup
- Invite a colleagueInvite a colleague to vizrm in three clicks
- Install the vizrm browser extensionHow to install the vizrm browser extension to import contacts from LinkedIn and enrich LinkedIn profiles with CRM data
- How to Add vizrm to the Pipedrive SidebarStep-by-step instructions for enabling the vizrm panel in your Pipedrive sidebar.
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 chartChoose which CRM fields appear on your org chart cards and colour the cards by any dropdown or number field.
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
Org Chart Analytics
How to analyze org chart with heatmaps & custom views
- Analyze the org chart with activity heatmapsUse the built-in heatmaps to see how active you have been with each stakeholder, and who has gone quiet.
- Analyze the org chart with custom viewsColour the org chart by any number in your CRM to create a heat map — open deals, deal value, activity counts or a custom score.