You can set up an organization hierarchy by creating business units and their nested sub-level units and link opportunities to them. This provides a better understanding of how many opportunities were submitted from different areas of the organization, how many were automated, and measures the ROI generated from them.

Prerequisites

You must have an administrator role.

Procedure

  • Create a business unit or a sub-level unit for the organization hierarchy structure in one of the following ways.
    • Business unit section in the Admin-Program tab.
      1. Navigate to the Admin-Program tab.
      2. In the Business Unit Link section, click the Plus icon to create a business unit.
      3. From the drop-down menu in the Parent field, select the business unit for which you want to create the sub levels.
      4. Enter a name for the business unit.
      5. Click Create.

        A new business unit is created under the root folder which you can verify in the navigation pane on the left.

    • Org Hierarchy Admin section in the business unit page.
      1. Select and navigate to the business unit for which you want to create sub-levels.
      2. In the business unit page, navigate to the Org Hierarchy Admin tab.
      3. Click the Plus icon to create a new business unit.
      4. The parent business unit is selected by default.
      5. Enter a name for the sub-level unit.
      6. Click Create.
      Note:
      • You can create an unlimited number of business units and nested units.

        A nested business unit is created under the business unit, which you can verify in the navigation pane on the left. A new Org Hierarchy Path column in the Opportunity and Org Hierarchy Admin tab displays the path (including the business unit and its sub-levels) this opportunity belongs to.

      • Do not create business units or the nested units with the same name. For example, Finance > Accounts payable > Invoicing and Finance > Accounts receivable > Invoicing. The nested business unit Invoicing is repeated here. Ensure your business unit and their nested unit names are unique.
  • Map opportunity to the business unit or its nested unit.
    1. Select the business unit or the nested unit for which you want to map an opportunity.
    2. Navigate to the Opportunities tab.
    3. In the Automation Opportunities section, click the Plus icon to create an opportunity.
      The intake form page is displayed.
    4. The business unit or the nested unit is automatically selected. Enter the rest of the details in the intake form and click Create.
      After a page refresh, the opportunity is displayed under the business unit or its nested unit to which this opportunity is mapped.
  • Optional: Move or clone opportunities between business units.
    1. Select and navigate to the opportunity.
    2. Click the vertical ellipsis on the top right of the screen and select Move / Copy option.
    3. Select move or copy.
      1. Move
        1. In the Move to field, type the name of the business unit you want to move the opportunity.
        2. Click Save.
      2. Copy
        1. In the Copy to field, type the name of the business unit you want to copy the opportunity.
        2. Type a new name for the opportunity.
        3. Click Save.
    Note:
    • You can export the business unit list in excel or csv format by clicking the Settings icon in the Business Unit List tab.
    • You can bulk edit the business unit name.
    • You can use the conditional filter to search for the business units.