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.