Deal Navigator Basics

• Deal Navigator Overview
• View an Organization Chart
• Navigate an Organization Chart

Reporting Structure and Contacts

• Drag and Drop
• Add, Find, and Delete Contacts

Assign and Change Contact Roles

• Assign a Role
• Assign a Disposition Flag
• Filter by Opportunity

Advanced Chart Elements

• Tag Contacts as Relevant
• Relationships
• Comments
• Boundaries

Administrator Functions

• Deal Navigator Control Panel
• Custom Contact Fields