Getting Started

How to set up and start using Simply Stakeholders

Monique Bollen avatar Simply Stakeholders Team avatar Laura Ross avatar +1
14 articles in this collection
Written by Monique Bollen, Simply Stakeholders Team, Laura Ross and 1 other

Dashboard Widgets

Everything you need to know about the Dashboard Page
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Written by Khoi Nguyen
Updated over a week ago

Custom Fields

Got extra details you want to track? Custom fields is here for you!
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Written by Khoi Nguyen
Updated this week

Simply Stakeholders Gmail Add-on

A guide to using the Gmail Add-on to save stakeholders and their emails
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Written by Khoi Nguyen
Updated over a week ago

Set up an account to send email and SMS directly from Simply Stakeholders

How to set up an account for in-app email and messaging
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Written by Simply Stakeholders Team
Updated over a week ago

Simply Stakeholders Outlook Email Add-in

A guide to using the Outlook Add-in to save stakeholders, emails and meetings
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Written by Laura Ross
Updated over a week ago

Let's get started

New to Simply Stakeholders or need a training refresh?
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Written by Monique Bollen
Updated over a week ago

Zapier - selecting your region

Why you need to select your region when setting up a zapier integration
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Written by Simply Stakeholders Team
Updated over a week ago

Working with Contact Groups

How to add multiple people to a contact group or edit a group of stakeholders in one place
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Written by Simply Stakeholders Team
Updated over a week ago

How to set Stakeholder Mapping

Learn how to set and update the mapping values for your stakeholders
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Written by Monique Bollen
Updated over a week ago

Import or update your stakeholders

Add or bulk edit your stakeholders with the Import Stakeholder feature
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Written by Monique Bollen
Updated over a week ago

Setting up your Contact Groups

Learn how to set you your Contact Groups
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Written by Monique Bollen
Updated over a week ago

Customizing your address style

Learn how you can edit and customize how you record addresses
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Written by Monique Bollen
Updated over a week ago

Editing a Project name

See how you can easily edit a project name by...
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Written by Monique Bollen
Updated over a week ago

Importing Stakeholders

See how to import your stakeholders
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Written by Monique Bollen
Updated over a week ago