# vizrm Help Center

> All about vizrm apps

## Account Mapping

- [Navigating Org Charts in vizrm](https://help.vizrm.com/en/articles/12058502-navigating-org-charts-in-vizrm.md): Quickly open, zoom & scroll org charts from CRM or LinkedIn for seamless navigation across organizations.
- [Drag & Drop Org Chart Building](https://help.vizrm.com/en/articles/12058534-drag-drop-org-chart-building.md): Easily structure org charts by dragging contacts into place, simplifying hierarchy building and adjustments.
- [Add & Edit contacts](https://help.vizrm.com/en/articles/12058539-add-edit-contacts.md): Search for any contact across your entire CRM, or create and update contacts directly in the org chart, with instant CRM sync and LinkedIn profile integration.
- [Groups on the org chart](https://help.vizrm.com/en/articles/12058543-groups-on-the-org-chart.md): Organize people into custom groups \(e.g., teams or departments\) with colors and labels for clear visualization.
- [Informal Relationships](https://help.vizrm.com/en/articles/12058547-informal-relationships.md): Map influence & non-hierarchical ties with labeled, styled lines to capture hidden dynamics in organizations.
- [Related Organizations](https://help.vizrm.com/en/articles/12058553-related-organizations.md): Link parent, subsidiary, or partner firms on the chart with CRM sync for a full view of company networks.
- [How to Use Org Chart Placeholders](https://help.vizrm.com/en/articles/14834983-how-to-use-org-chart-placeholders.md): Map unknown roles in your org chart and assign real contacts when you identify them.
- [CRM Activities in the context of org charts](https://help.vizrm.com/en/articles/12067319-crm-activities-in-the-context-of-org-charts.md): View, create, and complete CRM activities directly in the org chart — including full activity history with filtering by status and due date.
- [Using CRM Deals on Org Charts](https://help.vizrm.com/en/articles/12067362-using-crm-deals-on-org-charts.md): Filter, group, and manage deal participants from the org chart to connect contacts with CRM deals efficiently.
- [Sharing org charts](https://help.vizrm.com/en/articles/12067382-sharing-org-charts.md): Easily share org charts via download or shareable link for quick collaboration and presentations.
- [The vizrm Home Dashboard](https://help.vizrm.com/en/articles/12067389-the-vizrm-home-dashboard.md): Your starting screen in vizrm: recently edited org charts, create a new chart, search, and in-app help.
- [Activities](https://help.vizrm.com/en/articles/8389089-activities.md): View, complete, create and filter CRM activities — including full activity history — directly from the vizrm org chart sidebar.
- [Reveal a contact's email and phone](https://help.vizrm.com/en/articles/15655770-reveal-a-contact-s-email-and-phone.md): Reveal email and phone on a contact from the org chart or from LinkedIn, using your team's connected enrichment provider.
- [Quick Views and Org Chart Heatmaps](https://help.vizrm.com/en/articles/12067486-quick-views-and-org-chart-heatmaps.md): Use ready-made heatmaps to see activities and deal values at a glance, highlighting warm contacts and urgent actions.
- [Custom Org Chart Views](https://help.vizrm.com/en/articles/12067596-custom-org-chart-views.md): Customize org chart and sidebar fields, save views, and share them across your team for tailored account insights.

## LinkedIn - CRM Integration with Browser Extension

- [Create CRM Contacts from LinkedIn Profiles](https://help.vizrm.com/en/articles/9139700-create-crm-contacts-from-linkedin-profiles.md): Add new contacts from LinkedIn directly to your CRM, with automatic org matching and LinkedIn URL mapping.
- [Update Existing CRM Contacts with LinkedIn Information](https://help.vizrm.com/en/articles/12083531-update-existing-crm-contacts-with-linkedin-information.md): Update CRM records with the latest LinkedIn info for names, titles, and custom fields right from the profile.
- [Managing CRM Activities within LinkedIn](https://help.vizrm.com/en/articles/9701189-managing-crm-activities-within-linkedin.md): View, create, and complete CRM tasks directly on a LinkedIn profile with the vizrm widget.
- [Managing CRM Deals within the LinkedIn platform](https://help.vizrm.com/en/articles/9701253-managing-crm-deals-within-the-linkedin-platform.md): View, create, and manage CRM deals linked to contacts while browsing LinkedIn profiles.
- [LinkedIn Messages & Connection Request Tracking](https://help.vizrm.com/en/articles/12086230-linkedin-messages-connection-request-tracking.md): Auto-track LinkedIn messages & connection requests as CRM activities with customizable types via the vizrm browser extension.

## CRM Integrations

- [CRM Integration / Field Mapping](https://help.vizrm.com/en/articles/6445699-crm-integration-field-mapping.md): Setting up the bi-directional connection between your CRM and vizrm allows you to change the manager information in your CRM as well.
- [Sync org chart KPIs to CRM fields](https://help.vizrm.com/en/articles/15327317-sync-org-chart-kpis-to-crm-fields.md): Map vizrm-calculated values - contacts placed in chart and chart completion % - to custom number fields in your CRM for automatic sync.
- [Troubleshooting Org Charts with Contacts Removed from the CRM](https://help.vizrm.com/en/articles/15457940-troubleshooting-org-charts-with-contacts-removed-from-the-crm.md): How vizrm handles missing managers in org charts using placeholders, and how to resolve the situation.
- [Set up Enrichment Tools \(connect your data providers\)](https://help.vizrm.com/en/articles/15655764-set-up-enrichment-tools-connect-your-data-providers.md): Admins: connect your own Apollo, Hunter, or Lusha account so your team can reveal contact email and phone inside vizrm.
- [How vizrm integrates with HubSpot](https://help.vizrm.com/en/articles/12099405-how-vizrm-integrates-with-hubspot.md): How vizrm integrates with HubSpot
- [How to connect vizrm and HubSpot](https://help.vizrm.com/en/articles/11830488-how-to-connect-vizrm-and-hubspot.md): How to establish a connection between vizrm and HubSpot
- [How vizrm integrates with Pipedrive](https://help.vizrm.com/en/articles/12099428-how-vizrm-integrates-with-pipedrive.md): How to use vizrm with Pipedrive to manage org charts, contacts, activities, and deals seamlessly.
- [How to connect vizrm and Pipedrive](https://help.vizrm.com/en/articles/11645185-how-to-connect-vizrm-and-pipedrive.md): How to connect vizrm with your Pipedrive user account
- [Types of Related Organizations in Pipedrive](https://help.vizrm.com/en/articles/6969464-types-of-related-organizations-in-pipedrive.md): Learn how different types of related organizations work in Pipedrive and vizrm.
- [Custom fields in Pipedrive](https://help.vizrm.com/en/articles/11513995-custom-fields-in-pipedrive.md)
- [How to add multiple users to vizrm as a Pipedrive admin](https://help.vizrm.com/en/articles/15457942-how-to-add-multiple-users-to-vizrm-as-a-pipedrive-admin.md): Step-by-step guide for Pipedrive admins on how to install and grant access to the vizrm extension for multiple users in their organization.

## Account Administration

- [How vizrm's AI Title Classification works in accordance with GDPR](https://help.vizrm.com/en/articles/16053085-how-vizrm-s-ai-title-classification-works-in-accordance-with-gdpr.md): What the AI Title Classification feature does, what it never sends outside vizrm, where it runs, and how we keep your and your contacts' personal data private.
- [Managing your user profile](https://help.vizrm.com/en/articles/6445791-managing-your-user-profile.md): How to change your personal information on vizrm
- [User Management](https://help.vizrm.com/en/articles/8206759-user-management.md): Adding new users and removing users. Updating user rights, status and licenses / subscriptions. Admin rights.
- [Managing payment details](https://help.vizrm.com/en/articles/6399075-managing-payment-details.md): Changing billing information, credit card details, payment method, retrieving invoices
- [Adding & removing Licenses to your subscription](https://help.vizrm.com/en/articles/10443747-adding-removing-licenses-to-your-subscription.md): How to purchase additional licenses, upgrade or downgrade your account, and partially cancel licenses.
- [How to add a new users + license to vizrm](https://help.vizrm.com/en/articles/13569217-how-to-add-a-new-users-license-to-vizrm.md): This step-by-step guide explains how to invite new users and how to add licenses to a vizrm account

## Additional Resources

- [The Chart Sidebar](https://help.vizrm.com/en/articles/9955359-the-chart-sidebar.md): Explore the vizrm Sidebar to manage org chart details, contacts \(including global CRM search\), related organizations, activities with full history, and deals — all synced with your CRM.
- [Ep. 1 🏁 First steps with vizrm](https://help.vizrm.com/en/articles/8225319-ep-1-first-steps-with-vizrm.md): Get started with creating CRM contacts from LinkedIn, build org charts, track deals, and analyze engagement with vizrm
- [Ep. 2 🏗️ Building Org Charts](https://help.vizrm.com/en/articles/8228767-ep-2-building-org-charts.md): Learn to build and manage org charts in vizrm—add contacts, create groups, and link organizations with ease.
- [Ep. 3 🚀 Executing Account Plans with Org Charts](https://help.vizrm.com/en/articles/8263699-ep-3-executing-account-plans-with-org-charts.md): Learn how to use vizrm org charts to track activities, filter deals, and ensure contacts are positioned correctly in your CRM.
- [Ep. 4 📊 Analyzing Org Charts](https://help.vizrm.com/en/articles/8264497-ep-4-analyzing-org-charts.md): How to use vizrm Analytics with Quick & Custom Views to visualize CRM data, boost account mapping, and guide strategy.
- [Ep. 5 🔗 LinkedIn-CRM Integration](https://help.vizrm.com/en/articles/11513409-ep-5-linkedin-crm-integration.md): Streamline CRM workflows with vizrm’s LinkedIn integration - add contacts, track deals & log activities directly from LinkedIn.
- [How Custom Views Boost Productivity ⏱](https://help.vizrm.com/en/articles/9250261-how-custom-views-boost-productivity.md): With the vizrm business subscription plan, you can create an unlimited amount of custom views and even share these with your team mates.
- [🏆 Increase Revenue & Forecast Accuracy with Deals & Org-Charts](https://help.vizrm.com/en/articles/9250454-increase-revenue-forecast-accuracy-with-deals-org-charts.md): Use deals in vizrm to improve forecast accuracy and identify new opportunities
- [🏔Advanced Account Management with Related Organizations](https://help.vizrm.com/en/articles/9250503-advanced-account-management-with-related-organizations.md): Increase win rates in enterprise sales and inform your account expansion strategy with related organizations.
- [Best Practice Configuration for Account Mapping](https://help.vizrm.com/en/articles/9919920-best-practice-configuration-for-account-mapping.md): Enhance visual clarity and improve communication in account mapping with this best practice configuration
- [Account Mapping in various Sales Methodologies](https://help.vizrm.com/en/articles/9920978-account-mapping-in-various-sales-methodologies.md)

## Step-By-Step-Guides

- [Invite a colleague](https://help.vizrm.com/en/articles/13889481-invite-a-colleague.md): Send an invitation to a co-worker to collaborate on org-charts and account maps
- [Install the vizrm browser extension](https://help.vizrm.com/en/articles/13889477-install-the-vizrm-browser-extension.md): How 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 Sidebar](https://help.vizrm.com/en/articles/15654274-how-to-add-vizrm-to-the-pipedrive-sidebar.md): Step-by-step instructions for enabling the vizrm panel in your Pipedrive sidebar.
- [Position contacts on the org-chart](https://help.vizrm.com/en/articles/13744528-position-contacts-on-the-org-chart.md): Create your first org-chart from CRM contacts using simple drag and drop
- [Organize the chart into groups](https://help.vizrm.com/en/articles/13744897-organize-the-chart-into-groups.md): Organize the org chart with groups for departments and teams
- [Map informal relationships](https://help.vizrm.com/en/articles/13744997-map-informal-relationships.md): Add another layer of depth to the org chart by mapping informal relationships and influence
- [Update a Contact from the org chart](https://help.vizrm.com/en/articles/13746427-update-a-contact-from-the-org-chart.md): Update contact details from the org chart - synchronized with your CRM
- [Add a Related Organization](https://help.vizrm.com/en/articles/13889493-add-a-related-organization.md): How to create a child organization / subsidiary on the org chart
- [Customize the org chart](https://help.vizrm.com/en/articles/13889501-customize-the-org-chart.md): How to customize the org chart with additional CRM attributes and colors
- [Sync a contact from LinkedIn](https://help.vizrm.com/en/articles/13889528-sync-a-contact-from-linkedin.md): How to Create a CRM contact from a LinkedIn profile
- [Track a LinkedIn Message in the CRM](https://help.vizrm.com/en/articles/13889533-track-a-linkedin-message-in-the-crm.md): Automatically tracking connection requests and LinkedIn messages as activities in your CRM
- [View CRM Deals & Activities inside LinkedIn](https://help.vizrm.com/en/articles/13889536-view-crm-deals-activities-inside-linkedin.md): How to create and view CRM Deals in LinkedIn and how to add new CRM activity records from LinkedIn
- [Create an Activity from the org chart](https://help.vizrm.com/en/articles/13889545-create-an-activity-from-the-org-chart.md): How to view, filter, and create CRM Activities on the org-chart — including open tasks and completed activity history.
- [Filter the Org Chart for deals](https://help.vizrm.com/en/articles/13889591-filter-the-org-chart-for-deals.md): How to manage CRM deals on the org-chart
- [Share your org chart with a colleague](https://help.vizrm.com/en/articles/13889595-share-your-org-chart-with-a-colleague.md): Share your org chart with a colleague
- [Analyze the org chart with activity heatmaps](https://help.vizrm.com/en/articles/13889603-analyze-the-org-chart-with-activity-heatmaps.md): How to analyze org charts with heat maps for activities and deals
- [Analyze the org chart with custom views](https://help.vizrm.com/en/articles/13889616-analyze-the-org-chart-with-custom-views.md): Create a heat map from your custom CRM attributes