ClosePlan Relationship Maps enable you to quickly and easily create Relationship Maps natively in Salesforce with easy to use drag and drop functionality.

Identify the people that matter and visualize the buyer’s organization so you can build relationships with the right people, and increase your win rate.

Key aspects:

Accessing Relationship Maps

You can access Relationship Maps in different ways based on your configuration. See the general accessibility description here.

Note: Opportunity level mapping requires creation of a ClosePlan. See how to create a ClosePlan here.

Account Level Map

Layout & Navigation

  1.  Access to Account and Opportunity level map list related to the Account 

  2. + Add - Creates a new Account level Relationship Map
  3. Access to Organigram
  4. Clears filters, toggles to full screen or exports list as XLS
  5. Refreshes the map list
  6. Click on the column header object (Name, Primary,..) to rearrange the data
  7. Applies Filters -  set, apply or clear filters
  8. Shows number of Stakeholders in the map
  9. Edits map name and sets map as Primary or Deployed
  10. Deletes the map

Opportunity Level Map

Layout & Navigation

  1. + Add  Add a contact to the Opportunity Stakeholder List
  2. Display the map for drag and drop functionality
  3. Import Data or Delete All Records
  4. Shows % progress of Stakeholders Role Goals 
  5. # of Economic Buyers present / goal
  6. # of Procurement Stakeholders present / goal
  7. Click on the column header object (Name, Reports To, etc..) to rearrange the data
  8. Click on Name to open Stakeholder Overview
  9. Inline editing for key attributes
  10. Edit Stakeholder
  11. Delete Stakeholder

Differences between Account and Opportunity level Maps

Relationship Mapping is available on both the Account and Opportunity level, however there are a few differences.

Creating an Account Level Map

Opening a Relationship Map

Note: In Salesforce Classic, Maps are opened in a new window due to limited space inside the record layout

Account Level


Opportunity Level


Relationship Map Layout & Navigation 

The following provides an overview of the Relationship Map components.


  1. Account Name - Shows the related Account.
  2. Map / Opportunity Name - Shows the Opportunity name.
  3. Map Node - Visually represents a Stakeholder in the map and is the junction between Salesforce Contacts and your Opportunity or Account.
  4. Group Icon - Stakeholders under this icon are all part of the same group. Group Icons can be moved to the left or right.
  5. Influence Line - Indicates influence.
  6. Conflict Line - Indicates conflict.
  7. Dotted Line - Indicates informal / other relationship.
  8. Notes Icon - Is displayed if there is an added comment.
  9. Submap Node - Indicates an imported submap. 
  10. Unknown Contact Node - Indicates  a contact whose identity is unknown. (Also referred to as a 'Ghost' contact)
  11. Close - Will close the Mapper and take Users back to Relationship Map overview, either on the Account or the Opportunity level.
  12. Contacts & Stakeholders - Shows all available contacts from the account, can include contacts from the Account or from across your organization.  Enables Users to create a new Stakeholder from these Contacts, and locates Stakeholders deployed on the map.
  13. View/Add Submaps - Shows all available submaps that can be added to the map.
  14. Import Map - Imports an existing map from the Account level, from another Opportunity, or from Contact Roles on the Opportunity Level. If a Map already exists, importing a new Map will replace it.
  15. Export Map - Exports the Map. Account Level maps are exported as a .png image. Opportunity Level maps can be exported as a PDF or as a .png image.
  16. Map Options - Allows you to:
    1. Hide relationship lines and flags
    2. Disable toolbar tool tips
    3. Delete all nodes from the canvas 
  17. Help - Contains help links to watch our videos, read the User Guide, submit a support request, send us feedback/product suggestions or to contact us. 
  18. Switch to Preview - Preview your map in read-only mode - Preview mode expands all submaps so the entire structure with all Stakeholders is shown. Submaps are not editable in this view. 
  19. Fit to screen - Sizes entire map to fit screen
  20. Zoom In & Zoom Out - Zoom in or out on the map


Stakeholders are the individual Contacts on the Account or Opportunity level.

Stakeholders are bound to Salesforce contacts. Each Stakeholder contains relevant information related to the Account and to the Opportunity. 

Stakeholder Layout & Navigation 

The following describes the relevant components and related navigation. 

  1. Contact Photo - Upload/change/delete a photo or url link.
  2. Stakeholder Name - Opens a new window with contact information.
  3. Title - Title
  4. Company - Account Name / Company Name
  5. Address - Opens the location in google maps.
  6. Role - Indicates the Stakeholder's role in the buying process.
  7. Relationship - Indicates the depth of the relationship.
  8. Decision Status - Indicates the Stakeholder's status in the decision making process.
  9. Support Status - Indicates the depth of relationships between Stakeholders.
  10. Detail Tab - Display Stakeholder information.
  11. Actions Tab - Add tasks
  12. Notes Tab - Add relevant notes about the Stakeholder.
  13. Covered By - Indicates the person from your organization responsible for this stakeholder.
    Note: The 'Covered By' tab is only visible on Opportunity level Relationship Maps. If this field is not displayed, it has been disabled in the Admin Settings.
  14. Contacts - Key Stakeholder contact attributes.
  15. About Stakeholder - Provides an overview of the Stakeholder, including goals and background.
  16. Additional Contact Fields - Displays additional Stakeholder attributes provided by your organization.
  17. Edit - Edit Stakeholder information.
  18. Delete - Delete Stakeholder. 

Creating, Adding and Importing Stakeholders

A Stakeholder can be added from:

  1. Stakeholder List on the Opportunity Level
  2. Relationships Map on the Account and Opportunity Level

A Stakeholder can be created:

A Stakeholder can be imported:

1. Stakeholder List  

Creating / Adding a New Stakeholder:  



Import Stakeholders - Map:

Note: Imported data will remove and replaces existing data.


2. Relationships Map

Create a New Stakeholder:

Add a Stakeholder to the Map directly from Available Contacts:

Add existing Contacts to the Map in one of the following ways:


          The newly created Stakeholder will automatically be added onto the Relationship Map.   


Import Stakeholders - Map

You can import Stakeholders from an existing map. (To do this, see the description in the section #ImportingMap below)

Add picture to the Stakeholder


Mapping available Stakeholders

Stakeholders can be moved onto the canvas:

By dragging a Stakeholder, and releasing it over an existing stakeholder, you create a subordinate 'reports to' relationship.

Adding a Contact from Contacts & Stakeholders side-panel- from Create a new Contact, from existing Contact or Create an Unknown Contact:

Adding from Contacts & Stakeholders side-panel - from Existing Contact: 



The same method is used to add existing Stakeholders and Groups

Map Node

The Map Node shows Stakeholder information and contains the Stakeholder palette. When you click on the node, the Stakeholder tab will open. 

All Maps Nodes can be deleted by clicking the  icon and clicking Delete all Stakeholders. 

  1. Name - Stakeholder's name. 
  2. Title - Stakeholder's position 
  3. Role - Role played (e.g. Budget Owner, Project Owner)
  4. Map Node Pallete Menu - Opens and closes the palette menu. Contains additional Node functions 
  5. Email - Indicates that email information is present. Click on this icon to send an email.
  6. Phone Number - Indicates that a Phone number is present
  7. LinkedIn - Indicates that a LinkedIn profile is present. Click on this icon to open their LinkedIn profile. 
  8. Twitter - Indicates that a Twitter profile is present. Click on this icon to open their Twitter profile.
  9. Facebok - Indicates that a Facebook profile is present. Click on this icon to open their Facebook profile.
  10. Covered by Flag - Indicates who is responsible for the relationship. Available only on the Opportunity level. This feature can be disabled from ClosePlan Admin tab settings.
  11. Support Status Flag- Shows the Role Status Flag. Hover over the button to see inline text. This feature can be disabled from ClosePlan Admin tab settings.
  12. Support Status Flag - Shows the support status. Hover over the button to see inline text. This feature can be disabled from ClosePlan Admin tab settings.
  13. Relationship Status Flag - Shows the Relationship. Hover over the button to see inline text. This feature can be disabled from ClosePlan Admin tab settings.
  14. Decision Status Flag - Shows the decision making status. Hover over the button to see inline text. This feature can be disabled from ClosePlan Admin tab settings.

Map Node Pallet Menu

Sets relationship lines between Stakeholders, adds importance, moves the map node to the left or right, and can remove the Stakeholder (back to Available Stakeholders icon).


  1. Relationship Line - Draws a dotted line to establish an informal relationship line to another Stakeholder. Includes the ability to comment in-line to explain the relationship. 
  2. Influence - Draws a positive influence relationship line to another Stakeholder. Includes the ability to comment in-line to explain the relationship.
  3. Conflict - Adds a conflict relationship line to another Stakeholder. Includes the ability to comment in-line to explain the relationship.
  4. Move Right - Shifts Stakeholder and map tree to the right.
  5. Move Left - Shifts Stakeholder and map tree to the left.
  6. Color - Add a color to the top bar on the Contact Node
  7. Power - Indicates Stakeholders importance - click on the icon to add the power shield.
  8. Remove - Removes Stakeholder to the unmapped list or to the contacts list depending on your organizations settings. To delete Stakeholder entirely, go to Stakeholder Overview.


Grouping Stakeholders enables Stakeholders to be mapped under a specific grouping, and also allows users to add another grouping into an existing grouping.  







Relationship Lines

Connects Stakeholders with lines showing the relationship between them. There are 3 Relationship Line options: Relation, Conflict or Influence

Notes can be added to Relationship Lines to add insight into the relationship.  






The Preview icon displays the map in preview mode.

In Preview mode, all Submaps are fully displayed so that all Stakeholders are shown. 

In Preview mode, you can hide or add existing relationship lines and flags. 

From the Preview mode, you can export the map as a .png image on the Account Level and as a .png image or PDF on the Opportunity Level. 


Export Map 

On the Account Level, the Relationship Map can be exported as a .png image from the main relationship map page or from the preview page. 

On the Opportunity Level, the Relationship Map can be exported as a .png image or as a PDF Summary from the main relationship map page, or from the preview page. 

Note: If your Relationship Map contains a submap(s) and you want to export all maps with all stakeholders displayed,  you must export from the preview page. 


Example of an Opportunity Relationship Report via PDF Summary export: 




Import a Map or Sync Opportunity Contact Roles

You can import an existing map as well as Sync Opportunity Contact Roles into your Relationship Map.

 If you import a new map into a map populated with Stakeholders, the existing data (Stakeholders) will be removed

  1. To import an Account Map

    Note: Any Selected Map can be placed into the targe map as a new Group. Influence lines may be displayed or hidden.

  2. To import an Oppportunity Map

     Note: Any Selected Map can be placed into the targe map as a new Group. Influence lines may be displayed or hidden.
  3. To Sync with Opportunity Contact Roles 

Imported Stakeholder from Contact Roles will not remove existing Stakeholders in the map but will be added based on the map settings (if Stakeholders Always On Map in the ClosePlan Admin tab is enabled, Stakeholders will be added onto the Canvas. If it is disabled, Stakeholders will be added under the Unmapped Stakeholders icon) 

Additional settings and behaviors:

When Control Opportunity Contact Roles in the ClosePlan Admin environment is enabled, and you select Role on the Stakeholder, it will propagate to Contact Role on the Opportunity. 



To show the submap´s Stakeholders, open the submap in another window, or view the map in Preview mode via the Preview icon

 To view and edit the submap click . The map will open in a new tab.


To view the Stakeholders in a submap within the whole map, click the Preview icon.  Editing the submap is not possible from the Preview.

Standard view of a Map with a submap:


Map in preview view (displaying the stakeholders in the submaps):