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In modern B2B sales, deals don’t close with a single decision-maker — they involve buying committees, influencers, champions, blockers, and legal approvers. Understanding who’s who inside your target accounts is essential for navigating complex sales cycles. That’s why Rolodex makes it easy to build, manage, and collaborate on organizational charts directly inside your workspace — giving your team the context they need to close deals faster and smarter.

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Why Org Charts Matter in Sales

In traditional CRMs, accounts are just lists of contacts. But in real life, companies are dynamic networks of people with relationships that matter. Org charts help you:
  • Map out key stakeholders and reporting lines
  • Identify your champion — and spot the potential blockers
  • Strategize your outreach and tailor messaging by role
  • Align your team on who owns what relationship
With Rolodex, you can turn a flat list of contacts into a visual hierarchy that reflects how your prospects actually operate.

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How to Build Org Charts in Rolodex

1

Create or open a Company Profile

Start by navigating to the company you want to map. If it doesn’t exist yet, create it and assign relevant contacts.Orgchart1sp Pn
2

Link contacts within the company

Use the drag-and-drop interface to visually structure reporting lines — from VP to Director to Manager. You can also manually assign roles or use auto-filled LinkedIn titles.Orgchartgifsp Gi
3

Add context

Click on a contact to add notes, tags (e.g. “champion,” “blocker,” “procurement”), and recent interactions. This helps your team know who’s involved and how warm the relationship is.
4

Collaborate with your team

Org charts are shared within your workspace — meaning everyone stays on the same page. Use them in pipeline reviews, outreach planning, and deal strategy sessions.
5

Update as the deal evolves

People change roles. New stakeholders enter. Champions leave. Rolodex makes it easy to update the chart so it always reflects the current state of play.
**Use Org Charts in Deal Strategy Meetings: **Before your next pipeline review, open the org chart for your top deals. It’s a powerful way to communicate deal progress, uncover risks, and align cross-functional teams around next steps.

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FAQ

Yes! Start with what you know. You can build out the chart gradually as you gather more contacts and insights — it’s designed to be flexible and easy to update.
No, but it helps. Connecting LinkedIn allows Rolodex to auto-populate job titles and enrich contact data, which speeds up the process and improves accuracy.
Anyone in your shared workspace can view org charts. You can control edit access based on your team’s workspace permissions.
Absolutely. Org charts are useful for managing relationships at partner companies, investors, clients, or any organization where you interact with multiple people.
Export functionality is on the roadmap. For now, we recommend using screen captures or inviting collaborators into your workspace to view org charts live.
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