Store important accounts and contacts for easy access across your team.
To set up stakeholders in your org, first create the Stakeholder Account, then add the related Stakeholder Contacts.
Stakeholder Account
Step 1: Navigate to the Stakeholders tab from within a project.
Step 2: Click the Add Stakeholder Account button.
Step 3: Type the account into the search window and click to Create Account.
Step 4: Fill in the desired details and click Save.
Note: Office details at the bottom of this window are not required, but if you want to assign an office to your accounts and their contacts, you will need to add the office details here.
Step 5: Click to Add.
Stakeholder Contacts
Step 1: Click the Add Contact button in the upper right hand corner of the account.
Step 2: To create a new contact, click Create Contact.
Step 3: Fill in your contact details and click Create.
Step 4: Click to add your new contact to the account.
Organization-Level Accounts & Contacts
You can store general Accounts and Contacts at the organization level. These accounts are available across all projects in your org.
The process is the same as adding stakeholders inside a project, but you will access them through the Accounts & Contacts tab at the top of your screen.
Add an Organization-Level Account
Navigate to the Accounts & Contacts tab.
Click the blue Add Account button.
Enter the account details.
Add Office information as needed.
If the account has more than one office location, click Add Office to include additional offices.
Click Create to save the account.
Once the account is created, you can add individual contacts to it.
Add or Edit Contacts
Open the account card and click Add Contact to create a new contact.
Use the vertical ellipsis at the end of each contact line to edit or delete a contact.
Use the vertical ellipsis in the top right corner of the account card to edit or delete the account itself.
All members of your organization will now have access to this account and its associated contacts.