Account Relationship Map- Version 6.0 New Features


1. An Account Level Relationship Map has been added to the Account record based on the Gold Sheet, and populates with Strategic Players assigned in the Gold sheet.

2. A Read Only version of the Relationship Map has been added to enable users with Blue, Green or Gold Sheet Read Only and Manager Licenses to be able to view the Relationship Map tool in the same way.  Licenses are set in Admin->User Maintenance:  

Image
Fig. 68, Configuring Read Only

 

3. Relationship Maps now include the contact’s Account Name.  

4. The Relationship Map “Linked In” icon has been replaced with an "Add Image" icon so you can add pictures for your contacts. 
 

To view a video of a Relationship Map in Version 6.0, play the video below:


© 2016 Miller Heiman Group. All rights reserved.