Node map elements

The hierarchical node map visually represents the relationships of sales entities. Sales process managers and contract admins can dynamically manage this map by linking or delinking records, converting soft links to hard links for active monitoring. The following table describes the function of node map elements.

Table 1. Node map elements

Element	Function
Filter icon	Filter link by types to view associated nodes. You can filter to view all nodes or hard-linked nodes.
Link records	Link more sales records to the selected node. To add more records, select Link records, then select a Business entity on the Link records pop-up window. Select specific records that you want to link and select Link selected.
Delink	Delete child record and its hierarchy. To delink a record, select a link connecting a parent node and its child nodes you no longer want to monitor, and select Delink.
Hard link	Enables you to convert soft links to hard links and vice versa. To convert a link, select it and select the Hard link toggle switch.

By default, only three levels are displayed on the node map when you open a sales process record in the CSM Configurable Workspace. Admins can increase or decrease the number of levels displayed. For more information, see Customize hierarchical node map levels for Lead-to-Cash Process Management.

Only 250 nodes can be displayed on the node map at a time. If you have more than 250 nodes, collapse some nodes and then expand and view the other nodes.

Details pane

A details section consolidates all relevant operational elements—tasks, emails, checklists, and attachments—into a single pane.