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Siebel Applications Administration Guide > Enterprise Selling Process > Charting the Organization's Reporting StructureThe Organization Chart displays nodes (boxes) that contain information for each of the contacts you have analyzed and associated with the account or contact. Figure 17 shows a contact node with associated information. You can visually represent the formal hierarchy in the organization by creating the Organization Chart for the account or unit. To represent a reporting structure
To delete contacts from the organization chart
Using the Organization Chart to Draw Lines of InfluenceYou can also map the political structure in the account or unit organization by identifying informal lines of influence for contacts. This feature helps you identify contacts who are not highly ranked (and are easier to access) but who have significant influence on key decision makers. Lines of Influence information is automatically updated in the Relationships view of the Contacts screen. You can add lines of influence in the Relationships view if you prefer.
Printing the Organization ChartYou can print the Organization chart for distribution to your sales team. NOTE: The Organization Chart does not print in the Account Plan Report or Account Map Report. You must print it from the Organization Chart view using the right-click menu. |
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