Video review
Video review
How do you add a stakeholder?
Click the plus button
in the top left corner. Select Stakeholder from the dropdown menu.
Add the required field details.
Click Save & Close. to return to the stakeholder list, OR click Save & Continue to open the stakeholder record and enter additional details if required.
How to add or edit stakeholder details
Click the stakeholder icon
on the left-hand side of the screen.Click the stakeholder name.
Click Edit in a section in the left panel to add or amend details.
See below for more information.
Image of stakeholder panel.
Stakeholder Mapping: Add scores for the 6 attributes we use to analyze stakeholders, develop stakeholder management plans, and engage with stakeholders more effectively. These attributes are: Influence, Interest, Impact, Criticality, Position, and Effort. For more information to go Stakeholder Mapping.
Relationship Health Score: Shows an automatically generated score that defines stakeholder sentiment, stakeholder mapping values, and engagement frequency according to data that has been added to the stakeholder record. You can also add a score manually. For more information go to Relationship Health Score.
Contact: Add or amend contact details for the stakeholder.
Notes: Add individual notes here.
Relationship Managers: Use the search function to select the stakeholder's relationship manager(s).
Contact Groups: Select the relevant contact group(s) for the stakeholder. Available groups have been added by the administrator. For more information go to Contact Groups.
Projects: Select the relevant project(s).
Tags: Manage the tags associated with this stakeholder. For more information go to Tags.
Files: Upload any files to link to the stakeholder.
Note:
The administrator can add custom fields to any or all of these stakeholder sections. Complete as necessary.
For more help
For more information, to arrange a demo or for product training please contact your Customer Success Account Executive or email [email protected].