Step-By-Step-Guides
Collection of click through instructions
15 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
Add a Related OrganizationHow to create a child organization / subsidiary on the org chart
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 ContactsUpdate contact details from the org chart - synchronized with your CRM
Customizing 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
CRM Deals & Activities in LinkedInHow to create and view CRM Deals in LinkedIn and how to add new CRM activity records from LinkedIn
Sync contacts from LinkedInHow to Create a CRM contact from a LinkedIn profile
LinkedIn Activity TrackingAutomatically tracking connection requests and LinkedIn messages as activities in your CRM
Org Chart Analytics
How to analyze org chart with heatmaps & custom views
Org chart heatmapsHow to analyze org charts with heat maps for activities and deals
Analyze the chart with custom viewsCreate a heat map from your custom CRM attributes