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new featureSales
Manage Stakeholder Details and Connections in Relationship Maps
Sales reps can now edit contact details (opportunity roles, departments, notes) in the Relationship Maps side panel, remove connections from the map or entirely, and restore previously removed contacts, keeping buyer relationship maps focused and current.
identifiers
Relationship MapsBuyer Relationship MapOpportunity Contact Role
flags
enabled by defaultno action required
- how
- Click a contact tile to open the side panel and click Edit; use Remove and restore controls to manage connections.
- who
- when
- where
- Enterprise, Performance, and Unlimited editions with Sales, and Agentforce 1 Sales Edition.