Getting started
These guide topics are placeholders while we prepare the support library. Need help now? Email our support team.
Installing OrgChartPlus from AgentExchange
Step-by-step guide to installing OrgChartPlus into your Salesforce org from the AgentExchange.
Guide coming soon
Creating your first relationship map
Build your first org chart and map the buying committee on an account or opportunity.
Guide coming soon
Connecting Salesforce contacts to your chart
Pull your existing Salesforce contacts into OrgChartPlus with drag-and-drop simplicity.
Guide coming soon
Understanding the OrgChartPlus interface
A guided tour of all key panels, toolbars and views — org chart, molecule and table.
Guide coming soon
Installing the Plan2 Suite from AgentExchange
Install Plan2Close, Plan2Prosper, MEDDPICC® and renewal apps into your Salesforce org.
Guide coming soon
Running your first MEDDPICC® qualification
Open Plan2Close on an opportunity and complete your first MEDDPICC® scorecard.
Guide coming soon
Your first account plan with Plan2Prosper
Set up a strategic account plan on a key account and start identifying growth plays.
Guide coming soon