Salesforce Shorts: Create an Organagram | Scribe

Salesforce Shorts: Create an Organagram

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A neat function from a Contact, is the ability to create an **Organisation Structure**. Simply, ensure the "*Reports to*" field in the Details tab is populated on each of your Contacts. If this is done consistently, then by clicking on the **Hierarchy Icon** in the Highlights Panel....
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...we can then see the reporting structure of the business. Here, our Contact Sean Forbes reports to Claire Emery....
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....and we can drill further into those reporting to Sean by clicking the arrow next to his name.
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We then see Rose Gonzalez reporting into Sean.
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This is because Sean's name is in the "Reports to" field on Rose's Contact record Each time you add a "Reports to" name on the Details Tab, another piece of the puzzle fits into place and you get a fuller picture of your Client - and the opportunity to unlock more sales.
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