New OCP features: placeholders & templates

Transform the way you see relationships: new features to support your sales teams’ efficiency, accuracy and collaborative efforts. Explore the new features below….

Getting started

The new features are ready to use – if you’re already using OrgChartPlus, simply upgrade by installing via the AppExchange and following the upgrade steps in the installation guide below.

  • If you’re a Salesforce Admin, all the info you need on configuration and using the templates is in our Install Guides.
  • If you’re an OrgChartPlus user and ready to get started building out your chart with the new features, the OrgChartPlus User Guides will guide you through using them.
  • Not currently using OrgChartPlus? Find out more or take a demo… Take me to the AppExchange.

Need more support?

Raise a support case or find out more about how we can support.

ABOUT THE AUTHOR

SalesMethods
SalesMethods author
The leader in sales performance software that empowers sales team success.

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