Organigram automatically displays contact hierarchy from the Account or from the Parent Account based on the "Reports to" field.  

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Differences between Organigram and Relationships Map:

Organigram:

• Exists on the Account only
• Works directly with Contacts from the Account.
• Only Contacts from the Account hierarchy can be are used (ie, Account or Parent Accounts).
• Organigrams visualize your Salesforce Account contact hierarchy based on the "Reports to" field.
• Changing the heirarchy on the map will change the 'Reports to' field in the Contact
• Because Organigrams are created based on the "Reports to" field, they cannot be exported or saved. 

Relationships Map (Account / Opportunity):

• Capable of working with any Contact, regardless of the account, such as Customers, Partners,Consultants and more
• These Stakeholders (contacts) are linked with the given opportunity (or map for account level)
• Maps are created and organized according to each Opportunity or Account
• Maps can be saved, exported and imported

To Access an Organigram

• Open the Account you wish to access and go the ClosePlan tab (Relationships Map, Account Map,...)
• Click Organigram button

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1. Account Name
2. Shows if there is a Parent Account
3. Search contacts - enter the contact name and search
4. Browse contacts - will open side panel with Account or parent Account contacts to browse your desired contact
5. Add contact - enable to add a new contact
6. Fit to screen - Sizes entire map to fit screen
7. Zoom In & Zoom Out - Zoom in or out on the map
8. Options - allows to hide relationship lines 
9. Close - closes the Organigram
10. Contact node - shows basic contact details and allows to edit the contact
11. Relationships lines:
    1. Dotted Line - Indicates informal / other relationship
    2. Influence Line - Indicates influence.
    3. Conflict Line - Indicates conflict
12. Notes Icon - Relationship line will display an icon if there is an added note.
13. Contact Node Pallete Menu - Opens and closes the palette menu. Contains additional functions for Contact settings.

Contact Node Layout & Navigation

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• Hiding existing Lines 

  • You can hide and again show existing lines in the Organigram.

  • Click theicon

  • In the View Options section select or deselect lines 

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