The Relationship Mapper tool displays a visual representation of the important Contacts at both the Account-level and the Opportunity-level. You can easily view who has a good relationship with your company, who is a detractor, and who has influence over another contact in your client's organization.
Learn more about Relationship Mapper on TechnoMile Growth Suite.
Relationship Mapper allows you to enter details about:
Your relationship with the contact
The structure of the organization
Any notes pertaining to an Opportunity
IMPORTANT
The screenshots and feature descriptions in this article are representative of the out-of-the-box capabilities of Growth and may differ from what you have available based on your company's unique implementation. Additionally, some features may be located in slightly different locations on the page.
Add a Contact
Navigate to the desired Opportunity.
On the tab bar, click the Related tab.
Click Add Contact Roles.
Add the relevant contacts, and their roles, to the Opportunity.
On the tab bar, click the Relationship Mapper tab.
The contacts for the Opportunity will be displayed in Relationship Mapper. From here, you can modify the details about your relationship with the contact, org structure, and any notes you might have that pertain to this particular Opportunity.
To learn more about Relationship Mapper, refer to the Relationship Mapper User Guide.
