How do I set up contact hierarchy?
Follow these steps to set up a contact hierarchy:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials.
- Select Contacts.
- Open or create a contact by filling the Reports To field.
- For example, Contact 1’s Reports To has Contact 2 means Contact 1 is a subordinate of Contact 2.
- Fill out other information.
- Click Save.