vizrm

Markus Meier

How to build, customize & analyze org charts

How to create org charts for your Pipedrive contacts and organizations and how to create and edit persons in vizrm.

Analyze org charts quickly with coloring options and heat maps.

Displaying deals, deal participants and running reports on contacts' deal value.

How to export org-charts from vizrm by downloading an image.

Learn how different types of related organizations work in Pipedrive and vizrm.

Explore the vizrm Sidebar to manage org chart details, contacts, related organizations, activities, and deals, all synced with your CRM.

Using views to display different data-sets & color schemes on the chart and in the details section.

How to configure which CRM data to display in a certain view on the org chart and in the details pane.

Setting up the bi-directional connection between your CRM and vizrm allows you to change the manager information in your CRM as well.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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