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Why you’re here

These are the people you’re working with inside each customer — the person directory for the entire portfolio. Open this before a call, before a QBR, or when you’re trying to figure out who’ll unblock a decision. Context stays attached to the people, not the inbox, so whoever picks up the account next already knows who matters.
Stakeholders page showing a directory of contacts with avatars, titles, company, relationship tags like champion and supporter, and influence tags like high and medium influence.

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What you’ll see

  • A header titled Stakeholders with the subtitle “Manage key contacts and their engagement levels” and an Add Stakeholder button.
  • A company filter dropdown on the left and a live stakeholder count on the right.
  • A tab row with Contacts, Relationship, Engagement, Influence, and Health.
  • A search input labelled “Search stakeholders…” above the card grid.
  • Contact cards with initials avatar, full name, job title, linked company, relationship tag, influence tag, email, and function.

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Tabs

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Contacts

Contacts tab showing the stakeholder directory grid.
The default tab. A scannable card grid of every stakeholder across the portfolio, with job title, company, relationship tag (champion, supporter, neutral, blocker), and an influence label. Use the company dropdown and search box to narrow the list.

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Relationship

Relationship tab showing stakeholder cards grouped by champion, supporter, and blocker, with a short descriptor under each contact.
Same roster, re-cut by relationship. Filter pills at the top (All, Champion, Supporter, Blocker) let you isolate advocates or risks. Each card gets a short descriptor under the name explaining how that person relates to the engagement.

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Engagement

Engagement Map showing a heatmap of monthly interaction frequency across stakeholders, with a colour-coded count per month.
A monthly heatmap of interaction frequency, stakeholder by stakeholder. Each row shows how many touchpoints happened each month, colour-coded from low to high. Use it to spot contacts going dark before a renewal or an important milestone.

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Influence

Influence Map showing stakeholder avatars arranged with influence labels like high influence, medium influence, coordinating, operational, evaluating, and supporting.
The influence view maps stakeholders by organisational impact. Each avatar carries an influence label — high, medium, coordinating, operational, evaluating, supporting — so you can see at a glance where decision weight actually sits.

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Health

Relationship Health view showing four summary tiles: Healthy, At Risk, Critical, and Trending Up, with counts of stakeholders in each bucket.
A rollup of where the relationships stand right now. Four tiles summarise the roster: Healthy, At Risk, Critical, and Trending Up, each with a count and a short note. Use it as the first signal check before planning outreach.

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Adding a stakeholder

Add Stakeholder dialog with fields for Customer, Name, Role, Email, Department, Influence Level, Engagement Status, and Notes.

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Why you’d add one

A stakeholder is a person inside a customer — their role, influence, and sentiment captured in one place. Adding one keeps context attached to the person rather than the inbox, and makes them available to link into initiatives, events, and the relationship map.

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How to add one

1

Open the dialog

From /accounts/stakeholders, click Add Stakeholder in the top right.
2

Fill in the details

  • Customer (required) — pick the customer organisation this person belongs to.
  • Name (required) — their full name.
  • Role — the job title you want to show on the contact card.
  • Email — their work email address.
  • Department — the function they sit in (e.g. Engineering, Sales).
  • Influence Level — how much organisational weight they carry; feeds the Influence view.
  • Engagement Status — where the relationship currently stands; feeds the Engagement and Health views.
  • Notes — free-text context for anyone else picking up the account.
3

Save

Click Add Stakeholder. The new contact appears in the directory grid.

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What happens after

Once added, the stakeholder is available across the Relationship, Engagement, Influence, and Health tabs, and can be linked into roadmap items, initiatives, and events tied to their customer.

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Next

Roadmap

Plot these stakeholders on the relationship map.

All accounts

Return to the parent customer portfolio for these contacts.