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Create an influence map

Account PlanningInfluence Mapping

Create an influence map

Related topics
Add nodes and connections Edit or delete nodes and connections Copy an influence map Linking influence maps Delete an influence map
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The influence map shows how account stakeholders relate to one-another, so that you can quickly see the way influence flows. You can create more than one influence map for each account.

Open the account
Under the Navigation tab click Influence Mapping

The Influence Mapping page will open but won’t be active until the Edit Diagram tab is clicked on the side bar.

The default title for the influence map is Account Name – New Diagram and it will be displayed at the top of the screen. Click the default title button to rename the influence map.

In the box that appears, click the Rename Selected button and overtype the influence map name in the New Influence Map Name field.

Click the OK button to save.

The items under the Edit Diagram tab will be active and you can start to build your influence map

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Previous: Delete a formulary
Next: Add nodes and connections

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