How To Add CRM Contacts to your Account Map

Learn how to navigate to your account relationships and quickly view your CRM contact list. This guide helps you efficiently locate and manage your professional connections within the Centralize platform.

Nicole Tettke
2 steps
18 seconds

Usecentralize

Tip! You Stakeholder map will include contacts you have engaged with, contacts that have engaged with you, warm connections and contacts on an opportunity in SFDC. You have the ability to add additional CRM contacts to the map by leveraging the CRM contacts section.

Click "CRM Contacts" to expand the list

Expand out the CRM contacts section to see the contacts that are in your CRM but not yet on the map. We will pull in their name, title an try to map a LinkedIn profuile. If they are a contact you would like to add to the map, you can click "+ Add to Map" and they will be added into their respective function and seniority level on your stakeholder map.

How To Add CRM Contacts to your Account Map

Nicole Tettke
2 steps
18 seconds

Usecentralize

Click "CRM Contacts" to expand the list