Store important accounts and contacts for easy access by your team.

To create and store stakeholders in your org, first add the Stakeholder Account, and then add any relevant Stakeholder Contacts, follow the steps in the article below.

Step 1: Navigate to the Stakeholders tab from within a project.
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Step 2: Click the Add Stakeholder Account button.
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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.

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.

You can also store general Accounts and Contacts at the org level. The process is the same as outlined in the article above, but you will access these through the Accounts & Contacts tab at the top of your screen. Take a look at the video below for a quick review: