Add and import stakeholders

Add and import stakeholders

Use Add when you need to create one person. Use Import when several people should come from a file or connected CRM. Use Export XLSX when you need a spreadsheet copy of the current stakeholder list.

Add one stakeholder

Add is best for a single person who does not already exist in DOE. Search first to avoid duplicates. From the main Stakeholders list, choose the person's account in the form. From an account or deal, DOE can fill the account context for you.

Import stakeholders

Import is meant for bulk stakeholder creation or CRM-backed contact import. Before importing, check that the source has consistent account names, first names, last names, positions, email addresses, LinkedIn URLs, locations, and source values.

The main stakeholder import creates or updates people records. It does not replace careful review afterward. After import, search for sample people and confirm account, position, type, source, location, and targeting state.

Export stakeholders

Export XLSX downloads a spreadsheet copy of the current stakeholder dataset. Apply filters first if you only need a specific segment. Remember that exported files are snapshots; they do not update when DOE changes later.

Step-by-step

  1. Search first if you are adding one stakeholder.
  2. Select Add for one record or Import for many records.
  3. Complete the required identity and account fields.
  4. Review targeting choices before saving or after import.
  5. Return to the Stakeholders table and confirm the new or imported rows.
  6. Use Export XLSX only after the visible list matches the data you want to download.

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