Relationships contains Options, Fields and Picklist Values that configure Stakeholders and their relationships.

Options 

Control Opportunity Contact Roles

Enable this feature to allow ClosePlan to automatically create/delete/update Opportunity Contact Roles while managing Stakeholders.

If ClosePlan Stakeholders have the same Role definition as Opportunity Contact Roles (Recommended), value will be synchronized when creating Stakeholders from Contact Roles or when Contact Roles created/updated based on Stakeholder changes. 

Note: Changes made directly to Contact Roles are not propagated back to Stakeholders due to Salesforce limitations on Opportunity Contact Role object. Once ClosePlan is deployed, Users should work with Stakeholders only.

Note: Whereas one contact may represent multiple Stakeholders on different Opportunities or Account maps (e.g. Budget Owner, Champion, etc), propagation to the contact does not happen. Doing so would mean that the contact would be assigned one role across all instances.

=> If enabled and you will deploy a template, Contact Roles on the Opportunity will be propagated to the Role on the Stakeholders. If you want to change the Role, you have to change it on the Stakeholder and it will propagate the change to the Contact Role on the Opportunity.

• Toggle the button to enable the function and Save.

Stakeholders Always On Map 

When enabled, all Stakeholders will be always present on the map and the Unmapped list will be removed.

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          Enabled = The Unmapped Stakeholders icon is not available and Stakeholders are always in the map. If a Stakeholder is removed, they will be placed in the Contact list.

Hide Stakeholder "Covered by" feature

When enabled, will hide Covered by functionality from Stakeholder detail window and map node 

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         Enabled:

Fields

Displayed Fields

Hide or display fields in Stakeholder detail/edit panels, lists and/or mapper tool. 

• To hide a field, select it from the visible section >  clickImage Modifiedbutton > click Save Fields

         Setting:

          Result:

Additional Contact Fields

Add specific contact fields into Stakeholder detail/edit forms.

• From Available Fields select the desired field and move to Selected fields viaImage Modifiedbutton > reorder if needed > click Save Fields

         Setting:

         Result:

Stakeholder Contact Field Replacement

Allows to replace original ClosePlan field with custom field.

• There are 4 fields that can be replaced by custom fields: Title, LinkedIn, Facebook and Twitter
• To replace a default ClosePlan field, a custom field with the correct value must be selected. 
  • Select your custom field and click Save Fields. 

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           ClosePlan Fields:                                                                               Custom Fields:

Picklist Value

Defines Stakeholders Picklist Values and is set as a part of ClosePlan package. Contains Decision Status, Relationship, Role and Support Status of the Stakeholder. 

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