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Hey Team,

 

When adding a single Person into the People Maps view and refresh the page-the single person map disappears. Would it be possible to add people to the map without Connections? This would stay as a reminder and can help individuals gather more information about his hierarchy and influencers.

 

In the customers words- “For example, we have a new account and want to note that John Smith is the 'Decision Maker'. We'd add John Smith, but we haven't yet gotten to the point where we know who reports to him or who his manager is. We want to call him out as someone important and include him on the people map so we know as we have continued conversations with this customer that we need to gather more information about his hierarchy and influencers.”

  1. @prithvi_vihari Thanks for bringing this up here! Product team will get back to you on this. 

@prithvi_vihari Thank you for the feedback. We currently cannot add a card to the map without either the Manager or reportee set. 

We have placeholder cards in the roadmap and later you could add placeholder cards to keep only one Person in the people maps view.

Right now the workaround would be to create a dummy person record and assign as a reportee to keep the person card in view.

 

@prithvi_vihari There is also another workaround possible. Is to add the contact to the card and add a reportee and then delete the reportee card. This would keep the first card as a standalone card in the people maps. Would this help?

 

I hope this helps

Preethi

@prithvi_vihari did you get a chance to view the comments here?

Hey @pgeorge - Sure! We have tagged the customer with this option as well so they could share with us if this is a viable workaround. Thank you!

@prithvi_vihari you can tag the customer here as well. 

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