Manage stakeholders
Manage stakeholders
Manage Stakeholders is the people table on Deal Detail. It is where users add people, import or export lists, review table columns, open Ad Preview from row evidence, and perform selected-row actions.
Start with Deal Stakeholders
Image guide: Deal Stakeholders shows people already connected to this opportunity. Start here before using Account Stakeholders.
Add one stakeholder
Image guide: Click Add when one person needs to be attached or created for the deal.
Image guide: The Add Stakeholder modal opens after clicking Add. Complete identity fields such as name, position, account, location, source, LinkedIn, and email. This modal pattern is reused from Stakeholders because the add flow is the same.
Image guide: Review account and targeting fields before saving. On a deal, the account and targeting state decide where the person appears and how they can be used later.
Image guide: Save only after confirming the person is not a duplicate and the account/targeting fields are correct.
Import stakeholders
Image guide: Import is for bringing in multiple stakeholders instead of typing one person manually.
Image guide: The opened import menu lets the user choose the source, such as file import or a connected CRM import. Disabled CRM options usually mean the integration or permission setup must be fixed first.
Export stakeholders
Image guide: Export downloads the current table view. Check active tab, filters, search, and pagination before exporting.
Image guide: The downloaded spreadsheet is the export result. This belongs to Export, not Ad Preview.
Add stakeholders from another account
Image guide: Use this when the person belongs to another account record but still needs to be connected to this deal.
Filter and quick search
Image guide: Filter is for structured narrowing. It is different from Quick Search.
Image guide: The filter modal opens after clicking Filter. Use it for field-based narrowing, then clear filters before deciding a stakeholder is missing.
Image guide: Quick Search is for known text such as a person name, position, account, or visible row value.
Table columns: assignment, targeting, identity, and context
Image guide: Assignment controls whether the person belongs to this opportunity. Confirm the row before changing assignment.
Image guide: Ad Targeting is separate from assignment. A stakeholder can be connected to a deal without automatically being in targeting.
Image guide: Key and star indicators identify priority people in the buying group.
Image guide: Name and position confirm identity before assignment, targeting, export, or bulk action.
Image guide: Pagination belongs to table navigation only.
Image guide: Account and market segment confirm where the person belongs.
Engagement columns and Ad Preview
Image guide: Media Impact and Traffic Light connect the stakeholder to engagement and buying stance. More Options exposes row-level actions.
Image guide: These right-side media columns explain the latest ad or CTA evidence. This is where the user should look before opening Ad Preview.
Image guide: Ad Preview opens from the row's media/CTA evidence, typically the last CTA/content column near the right side of the table. It shows creative, link, title, text, preview images, and performance numbers.
Account Stakeholders tab
Image guide: Account Stakeholders shows people from the linked account who are not necessarily assigned to the deal. Use this tab when the buying group looks incomplete.
Image guide: Add in this tab starts the same stakeholder add modal journey shown above.
Image guide: Import in this tab opens the same import-source menu pattern shown above.
Image guide: Export in this tab downloads the account stakeholder view.
Image guide: Filter, Quick Search, and pagination work within the active Account Stakeholders tab.
Selected-row actions: Update, Delete, Deselect
Image guide: The bulk toolbar appears only after rows are selected. Confirm the active tab and selected count before clicking anything.
Image guide: Click Update only after confirming every selected row needs the same change.
Image guide: The Bulk Update modal opens after clicking Update. Choose only the fields that should change for the selected stakeholders. Leave fields untouched when they should not change.
Image guide: Click Delete only when every selected stakeholder should be removed from the current context.
Image guide: The delete confirmation modal opens after clicking Delete. Read the selected count and warning before confirming.
Image guide: Deselect clears the current selection when the selected rows are wrong or the bulk task is complete.
Safe stakeholder journey
- Start in Deal Stakeholders and confirm who is already attached.
- Use Add for one person and review the add modal before saving.
- Use Import for many people and choose the correct import source.
- Use Export only after checking the active table view.
- Review assignment, targeting, identity, account, segment, media impact, traffic light, and CTA evidence.
- Open Ad Preview only from the row's media/CTA evidence.
- Move to Account Stakeholders only when the person is missing from Deal Stakeholders.
- Use Update, Delete, or Deselect only after selecting the correct rows and reviewing the modal/menu that opens.