Visualize Buying Groups and enable true Team Selling with Relationship Maps
7 articles
Getting Started with Relationship MapsLearn how to create relationship maps for opportunities and accounts, allowing your teams to visualize and share key relationships.
Building your Customer Hierarchy & Adding Contact DetailsCreate and update Relationship Maps to visualize key relationships and insights for improved account health and opportunity management.
Smart Stakeholder Cards with Data FoundationLeverage Smart Stakeholder Cards to gain insights into contact engagement, connections, opportunities and more.
Relationship Details and Map SharingLearn how to visualize and assess relationship dynamics within a Deal or Account using relationship lines on a map.
Importing an Existing Relationship MapDiscover how to import an existing relationship map to either an Account or Opportunity record.
Leveraging ZoomInfo from inside Relationship MapsPeople.ai's ZoomInfo integration allows users to easily identify and add contacts to their Relationship Maps.
Relationship Maps for Admins: Creating & Editing a Relationship Maps TemplateLearn how to set and track requirements for key roles in opportunity relationship maps.