View source for Creating an Organization Chart and Company Hierarchy

When you have a large and complex selling situation you can create:

* A [[Hierarchy|hierarchy]] that shows the relationships that exist between the companies – subsidiaries, etc.

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The major benefit of a company [[Hierarchy|hierarchy]] is that you can review business opportunities at the subsidiary level, but also at the main company level showing you the overall value of the company.  

* An organization chart that shows the contact reporting relationships.

The major benefit of an organization chart is that you can get a better understanding of the decision-making process and who you need to be selling to.

==Steps to Create a Company Hierarchy==

To create a company [[Hierarchy|hierarchy]], use the following steps:

1. Click the '''My Companies''' tab.

2. Select the '''Subsidiary''' company.

3. Click the '''Edit Company''' button.

4. Use the '''Lookup''' button to set the '''Parent Company''' to the main company.

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5. Click the '''Save''' button.

6. Click the '''Organization''', [[External]] People [[Menu|menu]].

The company is now displayed as a subsidiary of the main company.
 
==Steps to Create an Organization Chart==

The organization chart that you create can reference people across multiple companies.  For example, the general manager of a division of a company would report to someone in head office.

1. Click the '''My Contacts''' tab.

2. Click the '''All''' button.

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All your contacts are displayed.

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3. Click on '''any contact'''.

The contact details are displayed.

4. Click the '''Edit''' tab, followed by '''View''', '''Organization Chart'''.

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The '''Organization Details''' are displayed.

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5. Click the '''Edit''' icon.

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The '''Edit Organization Chart Item''' window is displayed.

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* You can choose any person from any company from the '''Report to''' combo box.
* You can also choose to show a solid line or a dotted line reporting relationship.

6. Set their '''supervisor'''.

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7. Click the '''Save''' button.

The reporting relationship is established.

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8. Click the '''View Map''' icon.

The organization chart is displayed.

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You can:
* Click the '''Edit''' link in the reporting chart to change the reporting relationship.
* Click the contact’s name to display the contact details.
* Click the company name to see the company details.
* Click the '''Print''' button to print the Organization chart.

This example is as simple as an organization chart could be.  A more realistic example is shown below.

[[Image:Eps75.png]]

[[Category:Sales Tracking]][[Category:System Management]][[Category:Applications]]