Overview

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

Organigram allows Users to build the Account or Parent Account hierarchies from available Contacts or from newly created Contacts.

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 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

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

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

Shows the basic Contact information and contains the Contact palette. Clicking on the Node opens the Contact detail tab.

Email - Indicates email is present. Click on this icon to send an email.
Facebook - Indicates that a Facebook profile link is present. Click on this icon to open their Facebook profile.
LinkedIn - Indicates that the LinkedIn profile is present. Click on this icon to open their LinkedIn profile.
Twitter - Indicates that the Twitter profile is present. Click on this icon to open their Twitter profile.
Name - Contact´s name.
Account name - Indicates ....
Title - Contact´s position
Contact Node Pallete Menu - Opens and closes the palette menu. Contains additional functions for Contact settings.

Sets relationship lines between Contacts, adds importance, moves the node to the left or right, and can remove the Contact back to Account contacts.

Dotted Line - Adds a dotted line to establish an informal relationship, includes the ability to comment in-line to explain the relationship.
Influence Line - Adds a positive influence relationship line to another Contact - click on the icon and drag it to the desired Contact.
Conflict Line - Add a conflict relationship line to another Contact - click on the icon and drag it to the desired Contact.
Move Right - Shifts Contact and the map tree to the right.
Move Left - Shifts Contact and the map tree to the left.
Remove - Removes Contact from the Organigram back to the Account contacts. To delete Contact entirely, go to Contact Overview.
Power - Indicates Contact importance - click on the icon to add the power shield.

Contact can be moved onto the canvas:

Automatically when you create a new Contact - Add Contact icon
Automatically from available contacts - Browse Contacts icon
or Search Contacts ....