Stakeholders
Learn the functions of a Stakeholder record
Manage StakeholdersUse stakeholder records to record, track, and manage stakeholders of interest to your project.
Stakeholder MappingStakeholder mapping is an important tool to help you effectively engage with your stakeholders.
Network MapsA network map is an easy visual chart showing a stakeholder's connections and relationships.
RelationshipsWhat are relationships? How can we view them?
Configure Stakeholder RelationshipsHow to create a predefined list of stakeholder relationships.
Edit Stakeholder Relationships FAQsHow to edit stakeholder relationships in various scenarios.
Merge and Unmerge StakeholdersAdministrators can manually merge and unmerge stakeholder records.
Stakeholder Segmentation
Ways you can use Simply Stakeholders to use segmentation.
How to Segment your Stakeholders: Contact Group vs TagThe difference between contact groups and tags, and when to use each for stakeholder segmentation.
TagsTags identify the emerging themes, topics, and issues within your engagement with stakeholders.
Add Tags to RecordsTags can be manually or automatically assigned to stakeholders, interactions, properties, and tasks.
Contact GroupsClassify your stakeholders by assigning them to contact groups. Create parent > child classifications to add greater context.