Adding Stakeholders Editor Manager Administrator

Project Support R

Identify the stakeholders level of support

Date R

This date field is pre-populated with the current date but you can change it to whatever date you want associated with your stakeholder.

Prefix

Select an option if the stakeholder has a prefix for their name

Salutation

Select an option if the stakeholder has a salutation for their name

First Name R

Enter the stakeholder first name Note: Please omit the following from the first name/business name fields (“ ’,/& ), etc.

Last Name R

Enter the stakeholder last name Note: Please omit the following from the last name/business name fields (“ ’,/& ), etc.

Spouse First Name

Enter the stakeholder spouse first name Note: Please omit the following from the first name/business name fields (“ ’,/& ), etc.

Spouse Last Name

Enter the stakeholder spouse last name Note: Please omit the following from the last name/business name fields (“ ’,/& ), etc.

Business R

If the stakeholder is a business, enter the name of the business here

Business Title

Enter the title for the business

Organization

If the stakeholder is an organization, enter the name here

Organization Title

Enter a title for the organization

HOA/Neighborhood

Enter the title of the HOA/Neighborhood

Type of Stakeholder R

Select the stakeholder type from the list

Physical Addresss - Note: If you enter a full address (address, city, state, zip, we geocode that address and are able to show you the location on a map.)

Physical Address

Enter the stakeholders pyhsical address

Suite # or Apt #

Enter the Suite # or Apt #, if appliciable

City

Enter the city for the stakeholder

State

Select the state in which the stakeholder lives

Zip

Enter the zip code for the stakeholder

Country

Select the stakeholder in which the stakeholder resides (default to Untied States)

Mailing Address - Note: If you enter a full address (address, city, state, zip, we geocode that address and are able to show you the location on a map.)

Mailing Address

Enter the stakeholders mailing address

Suite # or Apt #

Enter the Suite # or Apt #, if applicable

City

Enter the city for the stakeholder

State

Select the state in which the stakeholder lives

Zip

Enter the zip code for the stakeholder

Country

Select the stakeholder in which the stakeholder resides (default to Untied States)

Business Address - Note: If you enter a full address (address, city, state, zip, we geocode that address and are able to show you the location on a map.)

Business Address

Enter the business address

Suite # or Apt #

Enter the Suite # or Apt #, if applicable

City

Enter the city for the stakeholder

State

Select the state in which the stakeholder lives

Zip

Enter the zip code for the stakeholder

Country

Select the stakeholder in which the stakeholder resides (default to Untied States)

Phone

Enter a phone number for this stakeholder

Cell

Enter a cell phone for this stakeholder

Fax

Enter a fax number for this stakeholder

Business

Enter a business phone number for this stakeholder

Personal Email

Enter the personal email for this stakeholder

Business Email

Enter the business email for this stakeholder

Preferred Method of Communication

Select an option to identify this stakeholders preferred method of communication

Stakeholder Rating

Select a rating for this stakeholder, defaults to "Average Importance"

Stakeholder Tags

Select any tags you want associated with this stakeholder. Tags can added via the admin/manager tools. You can search by stakeholder tags and you can select as many as needed for any one stakeholder.

Suppressions

Select any suppressions that may apply for this stakeholder

Include in the Mailing List

Select weather or not you want this stakeholder on the mailing list, the default is "Yes"

General Comments

Enter any comments about this stakeholder

Assign to a Team Member

Select a team member to assign this stakeholder too. If a stakeholder is assigned to a team member, that team member will be alerted when an inquiry or contact is input into SMS and that team member sees this stakeholder under "Stakeholders Assigned to Me" on their personal dashboard

Attach an Asset

Select an asset to attach directly to this stakeholder.