FAQs

Answers for FAQs

Matthew Cooney avatar Monique Bollen avatar Simply Stakeholders Team avatar +1
22 articles in this collection
Written by Matthew Cooney, Monique Bollen, Simply Stakeholders Team and 1 other

Task Management

How to create and manage tasks
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Written by Prerna
Updated over a week ago

Date Format

How to change the date format according to your region.
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Written by Prerna
Updated over a week ago

Adding Manual Tags

How to to add additional tags.
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Written by Prerna
Updated over a week ago

Simply Stakeholders Outlook Add-in Installation Requirements and Troubleshooting

Outlook and Exchange requirements for installing the Simply Stakeholders Outlook add-in
Matthew Cooney avatar
Written by Matthew Cooney
Updated over a week ago

Cost for adding users to your account

Add users to your account - it's free
Simply Stakeholders Team avatar
Written by Simply Stakeholders Team
Updated over a week ago

How can I view all my Interactions

Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Export list of stakeholders/ interactions

How to export stakeholders or interactions to excel
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Written by Prerna
Updated over a week ago

Simply Stakeholders Roles Access Levels

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Written by Prerna
Updated over a week ago

Track & Analyse Interactions

Learn how Sentiment Analysis works in your Interactions
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Unsubscribed and Inactive stakeholders

Learn how to manage and organize Unsubscribed and Inactive stakeholders
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Search Tool

Everything there is to know about Simply Stakeholder Search Tool
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Written by Monique Bollen
Updated over a week ago

Search for existing users

See how to search for exisiting users
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Written by Monique Bollen
Updated over a week ago

Importing stakeholders 'in bulk' to a contact group

Learn how to import multiple stakeholders (in bulk) to a contact group
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

How to import data from Excel

Learn how to import stakeholder data from Excel spreadsheets
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

How to Link Stakeholders

Learn how to Link Stakeholders
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Delete a Contact Group

Learn how to delete a contact group
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Managing Categories and Tags

Add a new Category and assign Tags
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Add a new Interaction

Add an Interaction then link it to a stakeholder, analyse the sentiment and tag the content.
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Adding a Stakeholder

See how to add/create a new Stakeholder
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Add, edit and delete Communication Methods

Learn how to manage your communication methods e.g. email, mail, face-to-face, phone.
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Merging Contact Groups

Watch how to merge stakeholders in 2 different contact groups into 1
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Adding new users

See how to add new team members to access your account
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago