Learn from the Experts

Our upcoming webinars will help you build a sales process, maximize rep performance, integrate D2D software, and increase revenue.
Don't miss out!

Claim Your Spot
SalesRabbit SalesRabbit
See For Yourself Log In

How to Manage Your Org Chart in SalesRabbit

Posted by Diana Jennings | March 12, 2021

Manage your team’s SalesRabbit org chart now

Organizing the infrastructure of your team is extremely important to staying efficient in sales. Our built-in org chart management allows you to create departments, regions, offices, and teams and assign your employees to their correct place in the org chart. Learn how to set up and manage your own org chart now.

 

 

How to Edit Your Org Structure

To add Departments, Regions, Offices, and/or Teams, go to “Settings,” then click on “Org Chart” under the “Users” column.

To add a Region (a Region must exist prior to adding an Office), click on the “Region” option at the top of the page.

Click “Add New” in the upper right hand corner. A pop up box will appear. 

Give the Region a name in the “Org Name” section, then click on the bubble to the right of “Sales,” indicating this Region will be housed in the Sales Department (please note, if you have multiple Departments, multiple options will appear; click the most applicable). Click “Save.” 

Next, to add an office, click “Offices” in the upper banner to the right of “Regions.” 

Click “Add New” in the upper right hand corner. A pop up box will appear. 

Give the Office a name in the “Org Name” section, then click on the bubble to the right of “Region,” indicating this Office will be housed in that Region (please note, if you have multiple Regions, multiple options will appear; click the most applicable). Click “Save.” 

Once the Office has been created, you may add users to the new office. Click “Users” within the left hand menu.

Click the name of the profile you wish to apply to the new office.

Click “Org Assignments” at the top of the profile box.

Click the pencil icon to the far right. 

Within the pop up that appears on your screen, click the downward arrow next to Department, and again for Region to populate the Office. Click the check mark box next to Office and click “Save” after the checkmark appears within the box.

Once saved, the new Office will be applied. If you do not see the changes applied on the app, please log out and log back in to push the changes through. 

Keep Learning

If you’re interested in learning more about our integrations or SalesRabbit products, Schedule a demo to learn more about this feature. If you’re already a SalesRabbit user, login to our Help Center and get unlimited SalesRabbit resources.

Leave a Reply

Your email address will not be published. Required fields are marked *

You’re in the community now. Smart choice!

Tips to help you conquer field sales

Contact Us

2000 Ashton Blvd
STE 450
Lehi, Utah 84043

Support: 801-418-9009
Sales: 801-341-2569
What is SalesRabbit?

SalesRabbit is the complete outside sales app. A sales enablement service and mobile CRM designed specifically for outside sales, including field sales and door-to-door sales teams. Our canvassing app provides solutions for lead tracking, lead management, and all your other field sales and d2d needs.