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Relationship Maps: How to Build 14 min

Course Overview

Relationship Maps Overview & Use Cases 2 min

Getting Started With Relationship Maps 2 min

Building Your Customer Hierarchy 2 min

Adding Contact Details 2 min

Smart Stakeholder Cards 3 min

Relationship Details & Map Sharing 2 min

Importing an Existing Relationship Map 1 min

User Guide

Relationship Maps User Guide

End of Course Survey

End of Course Survey

details

Adding Contact Details

Summary

Summary

This walkthrough shows you how to add details to Contact cards to indicate their role, support status, and more.

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Adding Contact Details

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