Adding Hierarchy
For each hierarchy definition, you can map hierarchies under that. After adding the hierarchy definition, select the parent-child record and then add hierarchy.
To add hierarchy:
On the PW Admin menu, under Nurture and Manage, click Organization hierarchy.
The Organization Hierarchy page appears.
Select the check box corresponding to the parent-child hierarchy definition and then click Add hierarchy.
The Add Hierarchy dialog box appears.
In the drop-down boxes provided, select the options you want to add in the hierarchy.
Note: Drop-down boxes are provided based on the hierarchy definitions of your organization. For example, you may select
a branch or division to add to the hierarchy.
Perform one of the following:
To save the hierarchy and close the Add Hierarchy dialog box, click Save and Close.
To save and continue to add another hierarchy, click Save and Continue.
To close the Add Hierarchy dialog box without adding the hierarchy, click Close.
The selected hierarchy is added.
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