Creating the Organization Hierarchy

From the Organization Chart view, you can create the organization hierarchy to indicate professional relationships within the organization.

To create the organization hierarchy

  1. Navigate to the Opportunities screen, then the Opportunities List view.

  2. Drill down on the Opportunity Name field of the opportunity record.

  3. Navigate to the Organization Analysis view.

  4. In the organization chart, click the dot at the end of the node for a manager, and relocate that dot to the other dot at the start of the node for the subordinate.

    A line that reflects the reporting relationship between the contacts appears.

  5. Repeat Step 4 for each contact until you complete the organization chart.

    Note: The reporting relationships are also stored in the Contacts list (toggle view). Information about the manager of the contact appears in the Manager Last Name field and Manager First Name field. Use the Columns Displayed option in the menu for the cogwheel icon to display these fields.