Stakeholder Detail journey
Stakeholder Detail journey
Stakeholder Detail is the full person view. Use this page as the clean journey map, then open the matching subsection when you need screenshots and field-level explanation.
What this page is for
Stakeholder Detail helps a user understand one person before outreach, targeting changes, CRM work, or follow-up planning. The page combines identity, account context, media engagement, profile fields, deals, events, ad targeting, activity history, and Njord AI support.
The safest reading pattern is top to bottom: confirm the person first, understand engagement, review profile and account context, then move into Deals, Events, Ad Targeting, and Activities.
Recommended journey
| Step | Section | What the user learns |
|---|---|---|
| 1 | Breadcrumb | Which stakeholder is open and how to return to the Stakeholders list. |
| 2 | Header | Name, targeting state, position, location, linked account, email, and LinkedIn. |
| 3 | Header actions | How to open Activities and review change history. |
| 4 | Media Impact | Clicked date, last CTA, impressions, clicks, trend, and recent engagements. |
| 5 | Profile | Person identity, contact data, type, traffic light, source, and audit fields. |
| 6 | Linked Account | Company context behind the stakeholder. |
| 7 | Deals | Whether the stakeholder connects to opportunity work. |
| 8 | Events | Relationship history, meetings, notes, summaries, and transcripts. |
| 9 | Ad Targeting | Whether the stakeholder is in targeting and the targeting lifecycle. |
| 10 | Activities | Field changes, targeting changes, CRM changes, and audit history. |
| 11 | Njord AI | Summarize the stakeholder and prepare next actions after reviewing visible evidence. |
How to read the page
Start with identity. Do not interpret media impact, deals, events, or targeting until the stakeholder name and linked account are confirmed.
After identity is clear, read Media Impact to understand engagement. Then check Profile and Linked Account to make sure the person and company context are correct. Use Deals for pipeline context and Events for relationship history. Use Ad Targeting to understand campaign assignment, Activities when you need to explain how the current state happened, and Njord AI when you need a concise summary or next-step recommendation.
When to use each subsection
| Need | Open |
|---|---|
| Confirm the page and return path | Breadcrumb |
| Confirm identity and contact options | Stakeholder header |
| Review change history | Header actions or Activities |
| Understand ad/media engagement | Media impact |
| Verify person data | Profile |
| Understand company context | Linked Account |
| Check opportunity context | Deals |
| Review meetings and notes | Events |
| Understand targeting state | Ad targeting |
| Summarize the stakeholder or prepare follow-up | Njord AI |