> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add stakeholders

> How to link a sale to a stakeholder (company or contact) in SuperOffice.

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

1. Open the sale (see [Use the Find screen][1]) 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.

     ![Add/edit stakeholders dialog, history -screenshot][img5]

   * User group: Click <i class="ph ph-users" aria-label="Associate icon" /> to browse associates by group.

     ![Add/edit stakeholders dialog, group -screenshot][img6]

   * Company: Click <i class="ph ph-arrow-circle-right" aria-label="Arrow right" /> to browse contacts by company or add a company as a stakeholder.

     ![Add/edit stakeholders dialog, company -screenshot][img7]

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.

   ![Add/edit stakeholders dialog, role -screenshot][img8]

   Optionally, add a comment to describe the stakeholder's role in more detail.

5. Click **Save**.

## Troubleshooting

* **Missing section tab:** If the **Stakeholders** tab is not visible, ensure that this [sale type has stakeholders][4] enabled in Settings and maintenance.

* **Missing person:** If a stakeholder is not listed, [create the contact][3] first.

* **Missing roles:** [Stakeholder roles][5] are defined in Settings and maintenance.

## Tips

* **Add Stakeholders via Company or Selection Screens**

  You can also [add stakeholders via the section tabs][2] containing contacts in the Company and Selection screens.

* **Add comments**

  If a comment is added, a paperclip (<i class="ph ph-paperclip" aria-hidden="true" />) will appear next to the **Sales role** column in the **Stakeholders** tab. Hover over the paperclip to see the comment tooltip.

[1]: ../../../search-options/learn/find-screen

[2]: ../../../project/learn/project-members/add

[3]: ../../../contact/learn/create

[4]: ../../admin/sale-type

[5]: ../../../admin/lists/update-items

[img5]: /media/loc/en/sale/add-stakeholders-from-history.png

[img6]: /media/loc/en/sale/add-stakeholders-from-group.png

[img7]: /media/loc/en/sale/add-stakeholders-from-company.png

[img8]: /media/loc/en/sale/set-stakeholder-role.png


## Related topics

- [SaleFilteredWithStakeholder](/en/api/archive-providers/reference/salefilteredwithstakeholder.md)
- [Add Sale Stakeholders](/en/api/reference/restful/agent/sale_agent/add-sale-stakeholders.md)
- [Add project members](/en/project/learn/project-members/add.md)
- [SuperOffice.WebApi.Data.Sale AddSaleStakeholdersRequest](/en/api/reference/webapi/SuperOffice.WebApi.Data.Sale_AddSaleStakeholdersRequest.md)
- [NSSaleAgent](/en/automation/crmscript/reference/CRMScript.NetServer.NSSaleAgent.md)
- [Stakeholders](/en/sale/learn/stakeholders/index.md)