17
I am trying to add NEW stakeholders to the Lead or Opportunity records, use the + symbol to ADD a connection, save the record and nothing is showing up! What steps am I missing here?
Thanks for responding. All of this is working as you've described, I am able to ADD a stakeholder with the + button, but cannot view the list of added stakeholders from the MAIN Lead Form page, instead I have select Related>Connections to be able to view the Stakeholders that were added. How can I have these SH displayed on the main Lead form page?
Hi OneBridge Solutions Questions,
The general steps are as follows:
lead/opportunity -> Summary tab -> Stakeholders -> Three dots in the upper right corner -> + New Connection
There is very little chance of making a mistake in the steps, you can switch browsers or try to add another user as a stakeholder.
The stakeholder subgrid will only display contacts for the corresponding role.
Please check the Connection tab to see if the contact you just added is there and if the role is correct.
Next, troubleshoot the possibility of plugins and custom workflow.
Try adding the stakeholder again with the System Administrator role.
If the above steps do not fix your problem, I suggest you raise a support ticket:
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
290,263
Super User 2024 Season 2
#2
Martin Dráb
228,112
Most Valuable Professional
#3
nmaenpaa
101,148
Share
Report
All responses (
Answers (