How to configure Org Chart markers

Modified on Thu, 31 Jul at 9:13 AM

Purpose of guide: This guide walks you through how to configure org chart markers. These markers are a useful indication on the Company > People tab to quickly see how recently you've spoken to people at a company. This can be used, for example, to increase Business Development effort across a company - perhaps you have a customer you're well positioned with, you can expand across other people in the same company that you've not recently contacted

Audience: Administrators



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