How do I set up a Contact Hierarchy?

Follow these steps to set up a contact hierarchy:

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Essentials.
4. Select Contacts. 
5. Open or create a contact by filling in the Reports To field. 
   • For example, Contact 1’s Reports To has Contact 2 means Contact 1 is a subordinate of Contact 2. 
6. Fill out other information.
7. Click Save.