Relationship Management

Articles covering the ARPEDIO Matrix and Org Chart — mapping stakeholders, assessing relationships, and configuring Matrix templates.

Using the tools

• Relationship MatrixSet up the Matrix on a new Account or Opportunity and assess stakeholder relationships.
• ARPEDIO Org Chart User GuideAdd, remove, and organize contacts, manage influences, and export the Org Chart.
• How to Create and Use a Relationship Assessment MatrixOpen the Matrix, add stakeholders and team members, and track actions with the Action Manager.
• Reordering the Matrix PreviewFix a nonsequential attribute order in the Matrix Preview component.

Setup & configuration

• Create Matrix Templates for Other Object TypesConfigure a standard or custom Salesforce object for ARPEDIO Matrix template use.