Update one or more stakeholders
Update one or more stakeholders
To change one stakeholder, use the controls in that row. When the same change applies to several people, select them first and choose Update.
Select stakeholders first
Image guide: Select only the rows that should change. The toolbar shows the selected count so you can confirm who is selected before applying an action.
Update selected stakeholders
Image guide: Update lets you change fields for the selected stakeholders. Choose only the fields that should be updated; untouched fields should remain unchanged.
Delete confirmation
Image guide: Delete confirmation protects against accidental removal. Read the message and selected count before confirming.
Export to CRM
Image guide: Export to CRM is for selected stakeholders and requires the correct CRM integration.
Safe pattern
- Filter or search until the intended rows are visible.
- Select the exact stakeholders.
- Confirm the selected count.
- Choose Update, Delete, or Export to CRM.
- Review the window before applying.
- Deselect when the task is complete.