Overview of a Relationship Map

A relationship map consists of contact cards with relationship lines between them.

Tip: Relationship maps will evolve. It is rare for a team to know from the outset all key pieces of data about every key player. Maps should be updated regularly as new contacts and relationships are discovered.

At the top of the map are various options. You can:

  1. Switch to list view to see the maps' contacts in a detailed list.
  2. Type a contact's name to quickly find them on the map.
  3. Zoom in and out.
  4. Show/hide influence lines and conflict lines.
  5. Print out the visible area of the map.
  6. Select an extra field to include on contact cards.
  7. Access social media, if this is integrated with your relationship maps.
  8. Add a new contact or import existing contacts.
  9. Apply filters to the map to focus on particular contacts.
  10. Go to fullscreen mode.

When you click a contact card, the contact's full details are shown.