Using the influence map
The influence map has its own set of actions and can be used in much the same way as the Customer and Location lists.
See at a glance which key customers have been seen most recently, plan further calls and create actions.
- Open the account and click Influence Mapping on the Navigation tab
- Open the required diagram and click on a node to enable the Actions tab
The image below shows a customer node, but similar actions appear for locations
Open Customer: Opens the customer record
View Contact: Opens the last customer contact record
Record Contact: Opens a new contact record
Record Future Contact: Opens a new future contact record
Export Diagram as PDF: Opens the diagram as a PDF ready for printing
Export Diagram as Image: Saves the diagram as a PNG (picture) file
Collapse All: Hide diagram
Expand All: Show diagram