Org Chart

Last updated: October 15, 2026

Use the Org Chart to map reporting lines and relationships within the account. Unlike the Stakeholder Map, which shows your engagement at a glance, the Org Chart is a strategic tool you build and maintain to reflect how the account is actually structured.

Contents

  • Why build an Org Chart?

  • How to use it

  • Build your Org Chart

  • Quick actions on contact cards

  • Share your Org Chart

  • Need help?

Why build an Org Chart?

The better multithreaded you are across an account — and the higher your engagement reaches within the power structure — the higher the likelihood that the account will close and renew. When you build an Org Chart, you can:

  • Understand where power and influence sit within the account.

  • Identify gaps in your coverage across business units or teams.

  • Spot key decision makers you haven't yet engaged.

  • Align strategy across your team on where to focus next.

  • Prepare for account reviews and QBRs with clear visibility into account health.

How to use it

  • Before a QBR or account review: Use your Org Chart as a reference to discuss coverage, gaps, and next steps with your team and leadership.

  • For expansion planning: Identify which business units or functions you're strong in and where you need to build relationships.

  • To drive deals forward: Pinpoint the right stakeholders to engage based on reporting lines and influence.

Build your Org Chart

You manually set reporting lines and hierarchies within Centralize.

  1. Create groups. Hover over any contact or the company node on the Org Chart and click the blue + icon that appears in the top right corner of the node to add a group. Groups let you organize complex accounts where different teams or divisions operate with distinct structures — segment the org by business unit, function, or structure (e.g., Sales - Enterprise, Sales - Strategic, Customer Success).

  2. Set reporting lines. Establish who reports to whom within the account to understand where decision-making power lies.

Tip: When you're looking for someone to add to your Org Chart, check both Mapped Contacts and Suggested Contacts. Mapped Contacts are people already on your Stakeholder Map; Suggested Contacts are contacts Centralize has identified for the account but that you haven't mapped yet. If a contact doesn't turn up under Mapped, check Suggested before assuming they're missing.

Quick actions on contact cards

You can take the most common contact actions right from a contact's card on the Org Chart or Stakeholder Map — without opening the full contact sheet.

  1. Hover over a contact's card and click the ⋯ (three-dot) menu in its top-right corner.

  2. Choose an action:

    • Draft Email — generate a personalized email draft for the contact.

    • Request Intro — ask a teammate with a warm connection to introduce you.

    • Generate Call Prep — get a call prep brief for the contact, even without a meeting on the calendar.

    • Create Task — create a task tied to the contact.

    • Add to Sequence — add the contact to a sequence in your connected sales engagement tool (for example, Add to Amplemarket Sequence).

Share your Org Chart

Your champions know their account better than anyone. Sharing your Org Chart with them is the fastest way to fill in gaps, surface new contacts, and keep your relationship map accurate — without doing all the legwork yourself.

  1. Navigate to your Org Chart.

  2. Click Share and select Share as link.

  3. Set the expiration date for the link (1 week, 1 month, 1 year, or never).

  4. Customize what the viewer can see and do: password protect the link for an extra layer of security, share buyer sentiment to show support, neutral, and detractor sentiment on each contact, and/or allow viewers to propose reporting line edits so whoever you share the link with can suggest updates to your Org Chart.

  5. Click Copy link, then Done.

📹: Walkthrough: How To Share Centralize Org Charts Via Shareable Link

Need help?

If you're having trouble building or sharing your Org Chart, contact support@usecentralize.com for assistance.