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How to Set up Contact Hierarchy & Associating Organization with a Contact

Setting up Contacts Hierarchy:

 

Follow the steps below to set up the Contacts Hierarchy: 

Step 1: Log in to your Vryno CRM account 

 

Step 2: Click on Contacts on the Top Menu Bar 

 

Step 3: Choose and Click on the Edit Button for the Contact you want to setup hierarchy 

 

Step 4: Go to the Reporting To field and choose from the existing contacts this record reports to 

 

Step 5: Click on Save 

 

Click on the Record chosen as Reporting To and find the associated record in its Direct Reportees Section 

 

 

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