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.
The relationship mapper has a few items that will tell you the status of the contact. The color of the box around the color tells you the immediate status of that contact, and you can use the legend to view each color's meaning.
The circle around the contact's initials will tell you that contact's perception of your company
While the Box with a letter below the LinkedIn symbol will tell you the importance of that contact
In this example, Christopher has a strong perception of us, but we feel like we have a weak relationship with Christopher. Additionally Christopher is an important contact. With all of these factors, we have determined we need to build a better relationship with Christopher and that is why the box around him is red.
In order to open up a contact and view/modify information around their relationship, click on the pencil icon in the top right corner of the contact card
In order to view the reporting hierarchy below a contact, click on the + icon at the bottom of a contact card.
In order to view Contacts on the account that do not have information (and therefore will not appear in the relationship mapper), click on the 'See Contacts with no data' button
