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    Visual Relationship in Sales Force

    By Moreyeahs

    Visual Relationship Management is a solution
    for Sales Force through which its user can see or visualize the relationship between
    like accounts, contacts, leads, opportunities etc. Through this you can see a complete elaborated view of
    relationship between the entities which are related through a particular person whose data is in entities like
    accounts or contacts etc.

Visual Relationship

Visual Relationship

Visual Relationship between Accounts, Contacts, Leads and Opportunities

Visual Relationship Management is a solution for Sales Force through which its user can see or visualize the relationship between entities like accounts, contacts, leads, opportunities etc. Through this you can see a complete elaborated view of relationship between the entities which are related through a particular person whose data is in entities like accounts or contacts etc.

Visual Relationship is completely FREE


(1) Default view of current Record.
(2) Visual view of related account, Contact, Lead & Opportunities.
(3) If you don't want opportunity record to open, then Uncheck the Opportunity Tab.
(4) View of unchecked lead & Opportunity.
(5) Unchecked only Account & rest Checked.
(6) Unchecked by Connection Roles like Company & Software development.

(7) When Unchecked Contact, only view Account, Lead & Opportunities relation.

Visual Relationship is completely FREE

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