Any Custom Fields if they have been set to show on the Display on add page
Select the '+' Add More button to add in the following details
Address
Relationship Manager
Mapping Fields
Link Interactions
Tag
Click on Save & Exit. The record has been saved.
Or, Click on Save & Continue. The stakeholder record will open where additional details can be added.
First, enter the stakeholdermapping values;
Interest - The level of interest this stakeholder has with the project (Think of “interest” in more of a legal sense of a right to be involved or consulted).
Influence - The level of influence on a project, depending on their ability to impact the process and outcomes.
Impact - The level of impact the project will have on this stakeholder
Effort - How much effort would be needed to improve the relationship with the stakeholder
Position - The position of the stakeholder towards the project
Criticality - How critical is this stakeholder to the success of the project
In the Summary tab:
Timeline - Link any interactions or tasks
Tagging - Assign the Tag/s connected to this stakeholder
Relationships - Link the relevant Organisations or Individuals and define the relationship they have
In the Details tab:
Additional Contact Details such as address, phone number, email or social media.
