Org Chart
Written by Sukhmanjeet Kaur
Updated at August 2nd, 2025
The Org Chart module allows users to view and customize the organizational chart for each account. It helps identify decision-makers and influencers within client organizations, streamlining relationship management. Key capabilities include:
- Search: Find organizational charts for specific accounts.
- Customization: Modify the org chart by adding or removing contacts, helping build accurate influence maps.
- Contact Details: Clicking on a contact within the org chart provides in- depth information as found in the Contact module, including engagement history, connections, and insights.
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Influence Mapping: Identify influential contacts and adjust engagement strategies accordingly, ensuring the right stakeholders are involved in key discussions.
