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Note: Opportunity level mapping requires creation of a ClosePlan. See how to create a ClosePlan here.
Account Level Map
- Navigate to 'Relationships' under any Account:
- To start using Account level Maps, create a new map inside the Account Map list.
- A list of current Account Level Maps is presented in a table format.
- To open the map, click on the Map Name.
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- Open Contacts and Stkeholders icon
- Click on New Group
- Enter the name of the group
- To select icon for your group click on Change Icon
- Select icon or search your icon from the search hundreds of icons window and Save
Users can select the color and/or add a description.
Click Save
Group will be automatically add to the map
- To move the group right or left, open the group pallete menu
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