Stakeholder profile and linked account
Stakeholder profile and linked account
Profile explains the person record. Linked Account explains the company context behind that person.
Profile fields
| Field | Meaning |
|---|---|
| Name | Stakeholder display name. |
| Position | Job title or role. |
| Copy action when an email is available. | |
| View action when a profile URL is available. | |
| Phone | Phone number when known. |
| Location | Country or region. |
| Type | Buying-committee role. |
| Traffic Light | Relationship stance such as For when used. |
| Source | Origin of the stakeholder record. |
| Media Updated | Latest media-data update date. |
| Created At / Updated At | Record creation and latest update dates. |
Linked account fields
| Field | Meaning |
|---|---|
| Account Name | Company connected to the stakeholder. |
| Market Segment | Segment assigned to the account. |
| Status | Account lifecycle state. |
| HQ Country | Account headquarters country. |
| Industry | Account industry or category. |
| Opens the account LinkedIn page when present. | |
| Website | Opens the account website when present. |
| Go to Account | Opens the account details page in DOE. |
Safe editing
- Confirm the linked account before editing person fields.
- Use Profile edits for stakeholder data only.
- Use Go to Account for company-level changes.
- Open Activities later if you need to confirm what changed.