The Altify Learning web site is an engaging way to quickly learn how to get the most out of opportunity relationship maps and account relationship maps.
The following knowledge-base topics go into some of the finer points of relationship maps:
- Overview of a relationship map
- Viewing division contacts [Altify Account Manager only]
- List view
- Understanding a contact card
- Setting Relationships between Contacts
- Contact details panel
- Adding contacts and placeholders to a map
- Relationship attributes for contacts
- Contact color coding
- Filters
- Integration with social media
- Contact photos