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Relationship Maps: How to Build

Learn to quickly create dynamic org charts for your key Accounts and Opportunities

Relationship Maps: How to Build

Outline

Course Overview 14 min (Show All)

About this course

About this course

People buy from people. People.ai's Relationship Maps solution helps keep track of the key people and interactions who will help you protect existing revenue and capture new opportunities.

In this course, you'll learn how to:

  • Create a relationship map for both Accounts and Opportunities
  • Add contacts and build hierarchies with drag-and-drop functionality
  • Gain insight from Smart Stakeholder Cards (for Data Foundation customers)
  • Visualize relationships between key stakeholders
  • Share your maps with other people in your org
Where to access Relationship Maps:
  • Salesforce Account pages, under the "Relationship Maps" tab
  • Salesforce Opportunity pages, under the "Relationship Maps" tab
  • If you're having trouble finding it in your instance, reach out to your Rev Ops Team. Admins have the ability to choose different labels (e.g. Org Charts, Power Maps, etc.) and locations for this application.