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Customer experience | Sales, Customer Insights,...
Suggested Answer

Stakeholders not displaying in LEAD or OPPORTUNITY Records

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Posted on by 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?

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  • Suggested answer
    Haig Liu Profile Picture
    Microsoft Employee on at

    Hi OneBridge Solutions Questions,

    The general steps are as follows:

    lead/opportunity -> Summary tab -> Stakeholders -> Three dots in the upper right corner -> + New Connection

    pastedimage1685504116568v3.png

    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:

    https://admin.powerplatform.microsoft.com/support

  • OneBridge Solutions Questions Profile Picture
    17 on at

    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?

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