Visualize related organization

Options
Nicolas six
Nicolas six Member Posts: 3
edited July 2022 in Sales CRM #1

Is there a way to visualize the whole structure of an organization ? 
When I click to display related organizations, I can see one level dow and one level up, but in a case where there would be multiple levels, I would love to be able to see these different levels, like visualizing and organisation in a tree form or something.

Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 845
    5 Likes First Anniversary First Answer Combo Breaker
    edited January 2022 #2
    Options

    Hey Nicolas,

    Pipedrive does not have an intuitive Parent/Child relationship visualization method. 

  • Markus Meier_49922
    Markus Meier_49922 Member Posts: 25
    Name Dropper First Comment First Anniversary Integration Partner
    edited March 2022 #3
    Options

    Hi Nicolas,
    vizrm is coming to your rescue. It is available on the Pipedrive Marketplace and it does not only visualize the related organizations but also allows you to edit the relationships with drag & drop.

    image

     

    Have a great day 🖤

    Markus

Categories