Page Comparison

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Key aspects:

• Assign business role and aImage Addednd decision-making status for each stakeholder.
• Understand stakeholder coverage by quantifying the relationship status.
• Add influence lines, conflict lines and informal reporting lines to better understand the organizational power structure.
• Provide additional details for each stakeholder’s background along with goals to add context to your conversations.
• Create Relationship Maps on both the Account and Opportunity levels.
• Export Relationship Maps as images or PDF to share in meetings or presentations.

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1.  Access to Account and Opportunity level map list related to the Account 

2. + Add - Creates a new Account level Relationship Map
3. Access to Organigram
4. Clears filters, toggles to full screen or exports list as XLS
5. Refreshes the map list
6. Click on the column header object (Name, Primary,..) to rearrange the data
7. Applies Filters -  set, apply or clear filters
8. Shows number of Stakeholders in the map
9. Edits map name and sets map as Primary or Deployed
10. Deletes the map

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1. + Add  Add a contact to the Opportunity Stakeholder List
2. Display the map for drag and drop functionality
3. Import Data or Delete All Records
4. Shows % progress of Stakeholders Role Goals 
5. # of Economic Buyers present / goal
6. # of Procurement Stakeholders present / goal
7. Click on the column header object (Name, Reports To, etc..) to rearrange the data
8. Click on Name to open Stakeholder Overview
9. Inline editing for key attributes
10. Edit Stakeholder
11. Delete Stakeholder

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• Navigate to an Account and select the Relationships tab.
• Click on the map Name to open the map.

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Opportunity Level

• From any existing Opportunity, select the Relationships tab
• Click the Mapper button

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Relationship Map Layout & Navigation 

The following provides an overview of the Relationship Map components.

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Opportunity Level

• From any existing Opportunity, select the Relationships tab
• Click the Mapper button

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Relationship Map Layout & Navigation 

The following provides an overview of the Relationship Map components.

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1. Account Name - Shows the related Account.
2. Map / Opportunity Name - Shows the Opportunity name.
3. Map Node - Visually represents a Stakeholder in the map and is the junction between Salesforce Contacts and your Opportunity or Account.
4. Group Icon - Stakeholders under this icon are all part of the same group. Group Icons can be moved to the left or right.
5. Influence Line - Indicates positive influence.Conflict Line
6. Notes Icon - Indicates conflict Is displayed if there is an added comment.
7. Dotted Line - Indicates informal / other relationship.Notes Icon - Is displayed if there is an added comment.
8. Submap Node - Indicates an imported submap. 
9. Conflict Line - Indicates conflict.
10. Unknown Contact Node - Indicates  a contact whose identity is unknown. (Also referred to as a 'Ghost' contact)
11. Close - Will close the Mapper and take takes Users back to Relationship Map overview, either on the Account or the Opportunity level.
12. Contacts & Stakeholders - Shows all available contacts from the account, can include contacts from the Account/Opportunity or from across your organization.  Enables Users to create a new Stakeholder from these Contacts, and locates Stakeholders deployed on the map.
13. View/Add Submaps - Shows all available submaps that can be added to the map.
14. Import Map - Imports an existing map from the Account level, from another Opportunity, or from Contact Roles on the Opportunity Level. If a Map already exists, importing a new Map will replace it.
15. Export Map - Exports the Map. Account Level maps are exported as a .png image. Opportunity Level maps can be exported as a PDF or as a .png image.
16. Share Map - Share the Map with Opportunity Team Members
17. Map Options - Allows you to:
    1. Hide relationship lines and flags
    2. Disable toolbar tool tips
    3. Delete all nodes from the canvas 
18. Help - Contains help links to watch our videos, read the User Guide, submit a support request, send us feedback/product suggestions or to contact us. 
19. Switch to Preview - Preview your map in read-only mode - Preview mode expands all submaps so the entire structure with all Stakeholders is shown. Submaps are not editable in this view. 
20. Fit to screen - Sizes entire map to fit screen
21. Zoom In & Zoom Out - Zoom in or out on the map

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Stakeholder Layout & Navigation 

The following describes the relevant components and related navigation. 

1. Contact Photo - Upload/change/delete a photo or url link.
2. Stakeholder Name - Opens a new window with contact information.
3. Title - Title
4. Company - Account Name / Company Name
5. Address - Opens the location in google maps.
6. Role - Indicates the Stakeholder's role in the buying process.
7. Relationship - Indicates the depth of the relationship.
8. Decision Status - Indicates the Stakeholder's status in the decision making process.
9. Support Status - Indicates the depth of relationships between Stakeholders.
10. Detail Tab - Display Stakeholder information.
11. Actions Tab - Add tasks
12. Notes Tab - Add relevant notes about the Stakeholder.
13. Covered By - Indicates the person from your organization responsible for this stakeholder.
    Note: The 'Covered By' tab is only visible on Opportunity level Relationship Maps. If this field is not displayed, it has been disabled in the Admin Settings.
14. Contacts - Key Stakeholder contact attributes.
15. About Stakeholder - Provides an overview of the Stakeholder, including goals and background.
16. Additional Contact Fields - Displays additional Stakeholder attributes provided by your organization.
17. Edit - Edit Stakeholder information.
18. Delete - Delete Stakeholder. 

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• Hide or display existing Lines and Flags

  • Hiding or displaying existing Lines and Flags is done from the main relationships map page.

  • Click the  icon on the right side of the Map surface

  • Toggle to display or hide lines or flags

    • Note: Deselecting individual flags from the Stakeholder node must be done from the ClosePlan admin tab > Environment > Relationships > Fields

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Please, import responsibly.

Merge Account or Opportunity Maps

Overview

Merging Maps is the process of joining two different Maps into one Map. 

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