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Help Topics Home 1-877-624-8989 | Opportunity Org Charts
Opportunity Org Charting is a brand new feature that we are excited about.
The left column gives you access to the executives that you have already tagged to the opportunity or the account as well as complete access to the entire population of 17 million executives from other organizations. This means that you have access to partners, consultants and your own employees, all of whom can be added to an org chart by simply dragging their nameplate onto the workspace. When you drag someone onto an org chart, just release the nameplate on top of the person that they report to and the chart will automatically be rendered.
When you right click on a nameplate in the org chart, you can tag the person as a decision maker, coach, influencer, and/or detractor. You can also see any other tags that the person already has and any other org charts that they appear in. If you click there name, you will see there details as we discussed previously.
Org charts are automatically saved for you and you can click on the camera to take a picture of the chart that you can use in your account plans or presentations.
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