Tasks / Try out
Get structure of Clients, Leads and Prospects
Click on button below, to add all individual's graphs to the current display.
Communicate with a Lead
After Action 1, select any individual, categorized with "Lead", click on that node and communicate the way you want, by clicking one of the items, displayed within the information pane.
The information pane is on top and shows the profile image, name and detail information of the current node.
Set current node by clicking on any node.
Plan your next route!
Click on button below, to scroll down to Social Map. Inspect locations by zooming. Select a particular location from the list or from Social Graph's Information Pane, by just clicking on the address.
Visit another profile page
Click on any individual's node and then, on the profile image, to open the corresponding profile page.
This action also available by the Context Menu, Information Pane Menu, or a Double Click on a node.
You'll find Social Graph and Social Map apps on this page.
Social Graph displays the relationship manager's clients, leads and prospects - and his deputy as well. Social Map shows the corresponding locations.
Note: If you add additional data to the graph, click on location icon in Social Graph's toolbar to transfer these locations to Social Map.
Using our apps
- Social Graph
- Click on a user or organization node, to get detail information.
- Menu with node actions
- Click on the menu icon on the right side, to display the action menu.
- Right click opens context menu, select from provided actions.
- Opening another user's or organization's profile page:
- Double click on node.
- Select action from context menu.
- Click on image in the information pane.
- Social Map
- Click on location to get detail information.
- Select action from address list (on the bottom of Social Map).
- All apps: Click Help Button to get more instructions.
- Graph: Social Graph displays a network graph containing nodes and edges being connected.
- Node: An individual, an organization, a community or a category on the graph.
- Edge: Nodes are connected by edges. An edge represents a relationship (affiliation) between two nodes. Edges may be labelled with the type of relationship (e.g. a role name for an individual, or the direction of ordination between organization units).
- Loose and tight affiliations: Edges between organizations may have a solid (=tight affiliation) or dotted (=loose affiliation) line stroke. Tight affiliations are regulary top/down hierarchical constructs while loose affiliations, known as Dotted Line, represents agile constructs with - for example - having undirected connections, or multiple parental elements. For a better understanding, we recommend to visit Social Graph's product page and the Use Case Army page, containing a video.
- Categories: Organization nodes are categorized by two levels. 1st level is the dimension (B2E, B2B or B2C), 2nd level is the subordinated category. 1st level categories are labelled with black background, while 2nd level categories are displayed with a grey background.