Edit or delete nodes and connections

The influence map is a snapshot of key account customers and locations and these will change over time. A policy change for example could have a significant impact on the people you need to reach in order to manage your account. People leave or retire and other customers take their place, so it’s important to review the influence map regularly and make changes as they occur.

Open the account
Under the Navigation tab click Influence Mapping and open the diagram you wish to edit
Click the Edit Diagram tab to activate the Edit Actions 

Click on a node to activate the associated actions:

Edit Node: Change the tooltip text, node type and relationship level of the node. Click the Key button to add or remove customer from key customer list.

Delete Node: Remove the node from the diagram. If the node is for a key customer, you will be asked to confirm the delete:

• Click the Remove Associated Key Customer radio button to delete the customer from the diagram and remove them from the Key Customer list.
• Click the Retain Associated Key Customer radio button to remove the customer from the diagram only.
• Click the OK button to confirm.

Click on a connection line to activate the associated actions:

Edit Connection: Change the line type and line text

Reverse Connection: Change the direction of the arrow

Delete Connection: Remove the connection from the diagram