Start with Stakeholders
Start with Stakeholders
Use this guide when you are new to the Stakeholders area and need the safest order to learn it.
Stakeholders are people connected to accounts, deals, meetings, targeting, and media impact. Start here when you need to find a person, add or import contacts, review engagement, or open a stakeholder detail page.
Recommended order
| Step | Guide | What to learn |
|---|---|---|
| 1 | Stakeholders overview | Where the cards, actions, filters, search, table, and row controls live. |
| 2 | Summary cards | How to read people-level media impact and engagement counts. |
| 3 | Add stakeholder | How to create one stakeholder manually. |
| 4 | Import stakeholders | How to bring stakeholders in from a file. |
| 5 | Export stakeholders | How to download stakeholder data. |
| 6 | Filter stakeholders | How to narrow the table by structured fields. |
| 7 | Search stakeholders | How to find a known person, account, role, or text quickly. |
| 8 | Table columns | What each stakeholder row means. |
| 9 | Table dropdowns and row actions | Which row controls can be changed from the table. |
| 10 | Pagination | How to move through long stakeholder lists. |
What to do first
Open Stakeholders overview before changing stakeholder data. Confirm the person, linked account, role, media impact, targeting state, and source before editing, exporting, or opening a detail page.
Next step
After you understand the stakeholder list, open the right person and continue with Stakeholder Details.