Overview
Reps can visualize directly in Dock how Sales and Success teams are engaging different contacts across an account. Leverage the data and analytics from account maps for account planning, renewals, contact organization and more.
Defining the Account Maps Structure
Only Admins can architect the account maps. This sets the standard structure the reps will interact with in the spaces.
Step 1: Navigate to Settings
Step 2: Under Products, select Account Maps
Account maps are broken down into three different categories: Departments, Levels and Roles.
Departments
Create new departments, edit titles, or hide outdated departments on this page.
Levels
Levels are used to help organize the contacts within the departments. You can create, hide and edit on this page at any time.
Roles
Roles are also leveraged in contact card roles and in automating task assignment, therefore can be internal or external.
Updating Account Maps as a Rep
Once the account map has been structured, reps can immediately find it by navigating to a workspace's internal view under Contacts.
You'll then want to toggle from the List view to the Map view.
Updating the Map
The UI is a simple drag/drop. Pull over contacts from the right hand side into the appropriate level in the map. You can also use the ellipsis to assign them a role, which will put a stamp on it.
What contacts appear in the list?
Contacts that live in an account map come from contacts on the account record in your CRM (if integrated) OR anyone who has visited the workspace.