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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.
[[Image:Eps64.png]]
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.
[[Image:Eps65.png]]
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.
[[Image:Eps66.png]]
All your contacts are displayed.
[[Image:Eps67.png]]
3. Click on '''any contact'''.
The contact details are displayed.
4. Click the '''Edit''' tab, followed by '''View''', '''Organization Chart'''.
[[Image:Eps68.png]]
The '''Organization Details''' are displayed.
[[Image:Eps69.png]]
5. Click the '''Edit''' icon.
[[Image:Eps70.png]]
The '''Edit Organization Chart Item''' window is displayed.
[[Image:Eps71.png]]
* 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'''.
[[Image:Eps72.png]]
7. Click the '''Save''' button.
The reporting relationship is established.
[[Image:Eps73.png]]
8. Click the '''View Map''' icon.
The organization chart is displayed.
[[Image:Eps74.png]]
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]]
* A [[Hierarchy|hierarchy]] that shows the relationships that exist between the companies – subsidiaries, etc.
[[Image:Eps64.png]]
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.
[[Image:Eps65.png]]
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.
[[Image:Eps66.png]]
All your contacts are displayed.
[[Image:Eps67.png]]
3. Click on '''any contact'''.
The contact details are displayed.
4. Click the '''Edit''' tab, followed by '''View''', '''Organization Chart'''.
[[Image:Eps68.png]]
The '''Organization Details''' are displayed.
[[Image:Eps69.png]]
5. Click the '''Edit''' icon.
[[Image:Eps70.png]]
The '''Edit Organization Chart Item''' window is displayed.
[[Image:Eps71.png]]
* 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'''.
[[Image:Eps72.png]]
7. Click the '''Save''' button.
The reporting relationship is established.
[[Image:Eps73.png]]
8. Click the '''View Map''' icon.
The organization chart is displayed.
[[Image:Eps74.png]]
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]]