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

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.

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.

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.