Membrain now comes with a powerful Organizational Chart, a great way to visualize the formal staffing structures within an organization, as well as between affiliated companies in a larger group.
Where do I find it?
At the bottom of the Stakeholders box within a Sales Project, you will see an icon representing the Organizational Chart. Clicking here will bring you to the relevant organizational chart for this company.
You can also access the Organisational Chart from the Companies View, within Companies and Contacts. Once you click into a Company Page, you will see the Organisational Chart icon in the black toolbar at the top of the screen.
And once you're up and running, it will also be available from the contact list to the right of the activity stream, and in the right-click menu on all companies, contacts, sales projects and prospects.
How do I get started?
Once you click on the Organizational Chart icon for the first time, you will be prompted to add your first contact. Try to start at the top of the Company, the CEO or MD, and work your way down from there.
Then, go right ahead and start populating your chart! Click on the plus (+) sign on the contact card to add a direct report (a person who directly reports to that particular contact card you're working from)
You can also add a person above a contact card, whom this person reports to. Hover over the contact card to see three dots, and click to see the option to "Set Reports to" contact.
You will also see some other options, including "Delete from Chart"
Easy to use
You can click and drag to move the chart around to see all your contact cards, and also use the + and - buttons at the top of the view to zoom in and out, for larger maps. When you zoom you will see more or less information on each card, including titles and associated Sales Projects.
Clicking on the Home button centers the view back to the main contact in the company.
Multiple Company Structures
An additional feature of the Organizational Chart is the ability to link to other affiliated companies, within the same Organizational Chart.
Add a "Reports to" contact and choose the company you want to link to as well as a list of contacts to choose from.
Once you've linked to an additional company, it will appear as a blue box in the chart. Clicking into that blue box will show you the organizational chart for that company.
The Organizational Chart is available on our Excellence Tier.
If you have any questions or feedback on the Organizational Chart, please let us know! Email firstname.lastname@example.org.