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Opportunities with Relationship Maps and Stakeholders (Contacts)
This report Report type shows Opportunities with Relationship Maps only with Stakeholders = added Contacts to the map and automatically added Contacts from the Opportunity Contact Roles when CP is created.
This report type shows # Stakeholders, Stakeholders attributes = Contact Name, Decision Influence, Role, Relationship, Support Status, Notes
Report shows Opportunities only with Stakeholders = contacts from the Opportunity Contact Roles added automatically when CP is created or added Contacts to the map.
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Primary Object: Opportunities
Report Type Label: Opportunities with CP Relationship Maps with Stakeholders
Report Type Name: OpportunitiesWithCPRelationship Maps OpportunitiesWithMapsWithStakeholders
Description: Opportunities with CP Relationship Maps and Stakeholder attributeswith Stakeholders
Store in Category: Opportunities
Deployment Status: Deployed
Next
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Click on (Click to relate another object)
Select ClosePlan > Each “A” record must have at least one related “B” records
For another object select CP Deal Stakeholders > Each “B” record must have at least one related “C” records
Save
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Opportunities with Relationship Maps and with
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/without Stakeholders (Contacts)
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Report type shows Relationship Maps with and without Stakeholders = added Contacts to the map, automatically added Contacts from the Opportunity Contact Roles when CP is created and opportunities where ClosePlan has been created but there is no Contact in the map, the report type has to have object C with the yet.
This report type shows # Stakeholders, Stakeholders attributes => Contact Name, Decision Influence, Role, Relationship, Support Status, Notes
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Primary Object: Opportunities
Report Type Label: Opportunities with Maps with/without Stakeholders
Report Type Name: OpportunitiesWithMapsWithWithoutStakeholders
Description: Opportunities with CP Relationship Maps and with/without Stakeholders
Store in Category: Opportunities
Deployment Status: Deployed
Next
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Click on (Click to relate another object)
Select ClosePlan > Each “A” record must have at least one related “B” records
For another object select CP Deal Stakeholders > “B” records may or may not have
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related “C” records
Save