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View the Hierarchy of contacts at a customer

in Sales 1 comment

Summary:

We are looking at how we can create relationships within an account to display a manager to Individual contributor relationship.

Content (please ensure you mask any confidential information):

We want to be able to track a hierarchy of people in an account and view their relationships - and ideally report on a "heat map" the activity within a particular hierarchy. Is there a way to do that?

Version (include the version you are using, if applicable):

24A with Redwood

Code Snippet (add any code snippets that support your topic, if applicable):

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