Create your first org chart
How to create your first org chart with contacts, groups, informal relations and related organizations
6 articles
- 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.