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Using the Influence Map

Account PlanningInfluence Mapping

Using the Influence Map

Related topics
Create an influence map Add nodes and connections Edit or delete nodes and connections
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The influence map has its own set of actions. From the influence map you can record named and unnamed contacts which will also be linked to the account, you can book meetings and you can add actions directly to a customer or location.

Open the account
Under the Navigation tab click Influence Mapping
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 which will be linked to both the customer and the account

Record Future Contact: Opens a new future contact record which will be linked to both the customer and the account

Add Action: Opens a new action record which can be linked to objectives on the business plan, and will automatically include the selected customer or location on the action checklist

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

Post navigation

Previous: Change the influence map display
Next: Linking influence maps

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