The Organogram Extension for Zoho CRM is an incredibly useful tool that can help your sales team determine the organizational structure of a customer account and identify the key decision-makers within it.
Key Features:
- Access the Contact Organization Chart for your contacts in the Accounts module.
- Easily access the reporting hierarchy for account contacts.
- Easily export Organization Chart by downloading in PDF/PNG format.
- Find out which contact holds what position and to whom they report.
Installation Steps
Step One
Open the installed “Organogram Extension For Zoho CRM.” extension, you will get two options-
- I have agreed to the terms of services
- I authorize Organogram Extension For Zoho CRM to access and process my data as required.
Then click on “Continue.”
Step Two
Next, you need to “Choose Users/Profiles.”
Select the appropriate option out of these three-
Then hit “Confirm.”
Step Three
Your Organogram Chart button will be visible in the Account Modules.
Step Four
Once you click on the Organogram Chart button, a popup will appear, just like in the image below.
Step Five
Once you click on the Organogram Chart Right Side menu button, two buttons will appear, just like in the image below.
If you have any other questions we’ll be happy to answer them, simply send an email to zohomarketplace@fristinetech.com