Editing Hierarchy

To edit the hierarchy:

  1. On the PW Admin menu, under Nurture and Manage, click Organization hierarchy.

The Organization Hierarchy page appears.

  1. Select the check box corresponding to the parent-child hierarchy definition and then click Edit hierarchy.

The Edit Hierarchy dialog box appears.

  1. Make necessary changes in the Edit Hierarchy dialog box.

  2. Perform one of the following steps:

  3. To save the hierarchy and close the Edit Hierarchy dialog box, click Save and Close.

  4. To save and continue to edit another hierarchy, click Save and Continue.

  5. To close the dialog box without saving the hierarchy, click Close.

The selected hierarchy is updated.

 

 

Click to know more:

Organization Hierarchy

Add Hierarchy Definition

Delete the Hierarchy Definition

Add Hierarchy

View Hierarchy