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1.  Access to Account and Opportunity level map list related to the Account 

2. + Add - Creates a new Account level Relationship Map
3. Access to Organigram
4. Clears filters, toggles to full screen or exports list as XLS
5. Refreshes the map list
6. Click on the column header object (Name, Primary,..) to rearrange the data
7. Applies Filters -  set, apply or clear filters
8. Shows number of Stakeholders in the map
9. Edits map name and sets map as Primary or Deployed
10. Deletes the map

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1. + Add  Add a contact to the Opportunity Stakeholder List
2. Display the map for drag and drop functionality
3. Import Data or Delete All Records
4. Shows % progress of Stakeholders Role Goals 
5. # of Economic Buyers present / goal
6. # of Procurement Stakeholders present / goal
7. Click on the column header object (Name, Reports To, etc..) to rearrange the data
8. Click on Name to open Stakeholder Overview
9. Inline editing for key attributes
10. Edit Stakeholder
11. Delete Stakeholder

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Stakeholder Layout & Navigation 

The following describes the relevant components and related navigation. 

1. Contact Photo - Upload/change/delete a photo or url link.
2. Stakeholder Name - Opens a new window with contact information.
3. Title - Title
4. Company - Account Name / Company Name
5. Address - Opens the location in google maps.
6. Role - Indicates the Stakeholder's role in the buying process.
7. Relationship - Indicates the depth of the relationship.
8. Decision Status - Indicates the Stakeholder's status in the decision making process.
9. Support Status - Indicates the depth of relationships between Stakeholders.
10. Detail Tab - Display Stakeholder information.
11. Actions Tab - Add tasks
12. Notes Tab - Add relevant notes about the Stakeholder.
13. Covered By - Indicates the person from your organization responsible for this stakeholder.
    Note: The 'Covered By' tab is only visible on Opportunity level Relationship Maps. If this field is not displayed, it has been disabled in the Admin Settings.
14. Contacts - Key Stakeholder contact attributes.
15. About Stakeholder - Provides an overview of the Stakeholder, including goals and background.
16. Additional Contact Fields - Displays additional Stakeholder attributes provided by your organization.
17. Edit - Edit Stakeholder information.
18. Delete - Delete Stakeholder. 

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• Open a Stakeholder
• Hover over the picture icon and click Change Photo

          Drawiosimple0zoom1inComment0custContentId1964376599pageId1959460873diagramDisplayNameAdd a Picture to a contactdrawiolbox1contentVer3revision3baseUrlhttps://tspcinc.atlassian.net/wikidiagramNameAdd a Picture to a contactdrawiopCenter0width397.77linkstbstyleheight141Image Added

• To upload picture from your device: Click Upload Files > select your picture and click Use Uploaded File button to save it.
• To upload picture from the picture URL address: Paste the picture Url into the field and click Use Custom Url button to save it. 

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The same method is used to add existing Stakeholders and Groups

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1. Name - Stakeholder's name. 
2. Title - Stakeholder's position 
3. Role - Role played (e.g. Budget Owner, Project Owner)
4. Map Node Pallete Menu - Opens and closes the palette menu. Contains additional Node functions 
5. Email - Indicates that email information is present. Click on this icon to send an email.
6. Phone Number - Indicates that a Phone number is present
7. LinkedIn - Indicates that a LinkedIn profile is present. Click on this icon to open their LinkedIn profile. 
8. Twitter - Indicates that a Twitter profile is present. Click on this icon to open their Twitter profile.
9. Facebok - Indicates that a Facebook profile is present. Click on this icon to open their Facebook profile.
10. Covered by Flag - Indicates who is responsible for the relationship. Available only on the Opportunity level. This feature can be disabled from ClosePlan Admin tab settings.
11. Support Status Flag- Shows the Role Status Flag. Hover over the button to see inline text. This feature can be disabled from ClosePlan Admin tab settings.
12. Support Status Flag - Shows the support status. Hover over the button to see inline text. This feature can be disabled from ClosePlan Admin tab settings.
13. Relationship Status Flag - Shows the Relationship. Hover over the button to see inline text. This feature can be disabled from ClosePlan Admin tab settings.
14. Decision Status Flag - Shows the decision making status. Hover over the button to see inline text. This feature can be disabled from ClosePlan Admin tab settings.

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• Hide or discplay existing Lines and Flags

  • Hiding or displaying existing Lines and Flags is done from the main relationships map page.

  • Click the  icon on the right side of the Map surface

  • Toggle to display or hide lines or flags

    • Note: Deselecting individual flags from the Stakeholder node must be done from the ClosePlan admin tab > Environment > Relationships > Fields

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From the Preview mode, you can export the map as a .png image on the Account Level and as a .png image or PDF on the Opportunity Level. 

Image Added

• Click  icon to see preview mode 
• Click  to export the map
• Click  icon to display or hide lines and flags
• Click  icon for help
• Click  icon to return to the edit mode  

                   Image Removed

Export Map 

On the Account Level, the Relationship Map can be exported as a .png image from the main relationship map page or from the preview page. 

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• Click the icon to export from the main Relationships map.
• Click the  icon > click the  icon to export from preview page to show all maps.
• You can deselect view options for the export
• Click  > Export Summary PDF to export the Opportunity Relationship report as a PDF
• Click  > Export as Image to export map as a .png image           > Export Summary PDF to export the Opportunity Relationship report as a PDF

Example of an Opportunity Relationship Report via PDF Summary export: 

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