Quick How To's

How to Set Contacts for a Relationship Tree (Org Chart)

This walkthrough answers the questions: How do I set downlines? How do I set my org structure? Where do I set up my org chart? How do I find who recruited whom?

How to Set Contacts for a Relationship Tree (Org Chart)

Step-by-Step Walkthrough

If no contacts are displayed when you click on the "Build Graph" button on Contacts>Relationships>Relationship Type:

  1. Navigate to the Contacts page.

  2. Select a contact and set the relationship

  3. Go back to the Contacts page.

  4. Click on the Relationships tab again.

  5. Select the recruiter contact relationship type.

  6. Click on the "Build Graph" button again.

  7. Observe that your two contacts are now displayed.

You can edit the downline or the contact "owner" here too.

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