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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

Getting Started With Relationship Maps

Summary

Summary

This walkthrough shows you how to start a Relationship Map for an Opportunity as well as an Account.

Previous - Relationship Maps Overview & Use Cases

Getting Started With Relationship Maps

Building Your Customer Hierarchy Next

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