Add stakeholders
When adding stakeholders to a sale, you can either assign roles individually as you add contacts/companies, assign roles after adding all stakeholders, or use a combination of both methods.
A company/contact can be added as a stakeholder multiple times, provided different roles are specified each time.
Steps
Open the sale (see Use the Find screen) and go to the Stakeholders section tab.
Click Add below the section tab. The Add/edit stakeholders dialog opens.
Click the Company/Contact list to add stakeholders. You have several options:
Search: Type at least two characters to search for a contact or company.
History/Favorites: Select from the history list or favorites.
User group: Click
to browse associates by group.
Company: Click
to browse contacts by company or add a company as a stakeholder.
Set roles: Select a stakeholder and assign a role. To assign the same role to multiple stakeholders at once, use Select All or hold Ctrl/Shift while selecting.
Optionally, add a comment to describe the stakeholder's role in more detail.
Click Save.
Troubleshooting
Missing section tab: If the Stakeholders tab is not visible, ensure that this sales type has stakeholders enabled in Settings and Maintenance.
Missing person: If a stakeholder is not listed, you must create the contact first.
Missing roles: Roles are defined in Settings and Maintenance.
Tips
Add Stakeholders via Company or Selection Screens
You can also add stakeholders via the section tabs containing contacts in the Company and Selection screens.
Add comments
If a comment is added, a
paperclip will appear next to the Sales Role column in the Stakeholders tab. Hover over the paperclip to see the comment tooltip.