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.

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Steps

1. Open the sale (see Use the Find screen) and go to the Stakeholders section tab.
2. Click Add below the section tab. The Add/edit stakeholders dialog opens.
3. 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.
4. 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.
5. Click Save.

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Troubleshooting

• Missing section tab: If the Stakeholders tab is not visible, ensure that this sale type has stakeholders enabled in Settings and maintenance.
• Missing person: If a stakeholder is not listed, create the contact first.
• Missing roles: Stakeholder roles are defined in Settings and maintenance.

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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.