Relationships

Under the Relationships tab are 5 subtabs that configure Stakeholders and their relationships: Options, Fields, Picklist Values, Color Tags and Misc.

Options

Enable Notes

Enable this setting to display Notes in the Stakeholder Detail view

Hide Stakeholder "Covered by" tab

When enabled, the Covered by functionality from the Stakeholder detail window and Map Node will be hidden

Toggle the button to enable the function and Save.
If enabled:

Hide Goal Field

When enabled, the Goal feature will be hidden

Disabled:

Hide Description

Enable this setting to hide Description information in the Stakeholder detail view.

Two-way Opportunity Contact Roles Sync

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), the value will be synchronized when creating Stakeholders from Contact Roles or when Contact Roles are created/updated based on Stakeholder changes.

Note: One Contact may represent more than 1 Stakeholder on different Opportunities or Account Maps (e.g. Budget Owner on one map, Champion on another, 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, Contact Roles on the Opportunity will be propagated to the Role on the Stakeholders.

Toggle the button to enable the function and click Save.

Prevent Duplicate Contacts when Creating Opportunity Contact Roles

Enable this feature to prevent Users/processes from creating Contact Roles associated with Contacts already referenced by other Contact Roles.
Note: This behavior will be enforced whether the Opportunity has a deployed ClosePlan or not.

Stakeholders Always On Map

When enabled, all Stakeholders will be present on the Map surface and the 'Unmapped' list will be removed.

Note: Removing Stakeholders from the Map will behave the same as if deleted from the Map: Stakeholders will be removed from the Relationship map.

Toggle the button to enable the function and Save.

If disabled: Unmapped Stakeholders are found under the Stakeholders tab.

If enabled: All Stakeholders are always on the map.
If a Stakeholder is removed, they will be deleted from the map and moved to the Contact tab list.

Fields

Additional Fields

This section allows you to manage fields on record detail or list view layout.

To display additional fields, they must first be created on the sObject. Creating fields requires System Administrator permissions.
You can easily access sObject fields using the "View Object Fields" link. (located in the header of the Related Contact Fields section)

Fields will not be displayed unless the user has Field Level permissions properly set using Profiles or Permission Sets.
Neither Long Text fields nor Rich Text fields are supported in List view.
Layout of the list view can be configured after Fields are added by sorting, or removing columns, including default fields.

Click the Manage List Layout Button

In the Modal, Arrange the columns as preferred or needed.

In addition to the default columns, only fields added to the additional columns list will be available for selection.
If you cannot find the field in the Available Columns list, it must be added.

Related Contact Fields

Related Contact fields are displayed in the Stakeholder information modal in both Account and Opportunity Maps.
- On the Opportunity, the modal appeard from the Stakeholder List and also from the Stakeholder tile on the Map surface.
- On the Account, the modal appears from the Stakeholder tile on the Map surface.
Related Contact Fields can be edited, reordered and additional fields can be added to the list as needed.

View Object Fields: Opens a new tab to the Contact Object > Fields and Relationships. Users with the correct permissions can add fields here.
Add Field: Click to add a Field to the List.
Field Type: Indicates the Field type of the Field
Field: Name of the Field that will be included in the Additional Contact Fields section of the Modal
Up/Down Arrow: Used to rearrange the list
In Detail: Includes the Field in the Detail section of the Stakeholder Overview modal. Activated by default
- Example of where the custom Related Contact Fields appear on an Opportunity Stakeholder detail modal when ‘In Detail’ is selected:
In List: Indicates if the Field is displayed in the Stakeholder List under the Relationships Tab
- To include a Field in the List, click the Manage List Layout button in the top right.
- In the modal, Select fields to add or remove from the List
- Click Apply AND Save
- Result:

Social Fields

Add specific contact fields to the Stakeholder detail/edit forms.

From Available Fields select the desired field and move to Selected Fields via
button > reorder if needed > click Save Fields
Setting:

Result:

Field Replacement

This feature substitutes a ClosePlan field with a custom field.

There are 4 default ClosePlan 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.

To create a custom field:

Go to Setup > Objects and Fields > Object Manager > select Contact > click Fields & Relationships
Click New > select Data Type (for Title field select Text data type, for other fields - URL type)
Enter all requested data > click Next > and Save

ClosePlan Fields: Custom Fields:

Make sure that mapped fields are able to receive the intended values properly. Options like max. length, picklist values, etc. should match the ClosePlan definition of the Stakeholder object.

If you are not sure, ask your System Administrator for assistance or send an email to support@people.ai

Picklist Values

Picklist Values define the options users can select for each Stakeholder Attribute. What is set up in the admin is what users will see and can choose when configuring or updating Stakeholder details.

Changes in Picklist Values will change the configuration in your administration Setup in Salesforce.

Any changes you want to make to Picklist Values must be made in the ClosePlan Application, not in Salesforce!

How to Manage Stakeholder Attributes

ClosePlan Package contents maximum of 6 Attributes, which administrators can enable, disable, and customize.

4 Default Attributes
- Decision Status
- Relationship
- Role
- Support Status
2 Optional Custom Attributes
- Attribute X
- Attribute Y

Go to ClosePlan Admin > Environment > Relationships > Picklist Values > click the Manage button > Edit
Here you can enable, disable, rename, or reorder Stakeholder Attributes

Reorder - reordering attributes will update their order of appearance in the following places - the Admin page, the Stakeholder List, the Stakeholder Card, the Stakeholder Overview modal.
Enabled - allows to show or hide a Stakeholder Attribute across the system. When disabled, the Attribute will not appear on the Admin page, the Stakeholder List, the Stakeholder Card, or the Stakeholder Overview.
Letter - displays the selected letter for the Attribute on the Stakeholder Card.
Label - indicates the name of the Stakeholder Attribute.
Show On Card - setting can be enabled or disabled if the Stakeholder Attribute is Enabled. If Show On Card feature is disabled, the Attribute will not appear on the Stakeholder Card.

Changes must be saved by clicking on the Save Changes button! The best is to complete changes before using ClosePlan.

Stakeholder List	Stakeholder Card	Stakeholder Overview

Stakeholder List	Stakeholder Card	Stakeholder Overview

How to Manage Stakeholder Attribute Picklist Values

You can manage picklist values for each Stakeholder Attribute, including adding new values, editing existing ones, reordering and deleting values, setting a default value, and configuring picklist colors.

You can also replace deleted values to avoid data issues.

Go to ClosePlan Admin > Environment > Relationships > Picklist Values
click Edit next to the Attribute
from here you can:

Action	Description	Picture

Action	Description	Picture
Edit
Delete
Reorder
Add a New Value
Set a default value	Selecting a default option will automatically pre-select the default option when a User creates a new record. Only one default value is allowed.
Configure Colors	Color used for presentation purposes in the Stakeholder Overview and in nodes

Find the Contact Roles

How to find the Contact Roles set in your organization?

Go to Setup
In the Quick Find box, enter Contact Roles on Opportunities and open it.

Replace Values

Replace the values for the individual Picklists

Go to ClosePlan Admin > Environment > Relationships > Picklist Values and click the Replace Values button in the top right

In the modal, select the values.

Field
- Select the Picklist in which you want to make changes
Value to Replace
- Select or type in the Value you want to replace
Replace With
- Select the value that will replace the previous value

Example:

Sample Decision Status Picklist:

Click Replace Values
In the modal, enter the values:

Click Submit
Options:

Add Value - Add a value to the Picklist
Reorder - Reorder the Picklist
Label - Value that will be displayed on the Picklist
API - API name for the value
Default - Indicates the default answer. Like Highlander, there can be only one.
Color - Assign a color to the Picklist Value
Delete - Delete the Picklist value.

Click Save to save all changes

Color Tags

Enable Users to enrich Relationship Maps with contextual insights through a dedicated side panel containing two components:

Annotations

Users can enter map-specific notes, strategic observations, stakeholder insights and more directly within the Relationship Map. Annotations are associated with each map, providing persistent context for deal teams.

Color Tags

A visible color legend displays admin-defined stakeholder tags and their meanings, eliminating ambiguity around color-coding conventions. Users can quickly understand the standardized taxonomy (e.g., Champion, Blocker, Economic Buyer) established by their organization.

Color Tags are drag-and-drop, allowing Users to quickly and correctly assign colors to Stakeholders on Relationship Maps.

Misc

Account Map Name Presets

Assign Map Name Presets for Account Maps

Click Add New to add new values

Click Save Presets to save values

Result:

When creating a new Account Map, the presets are automatically presented to Users:

Additional Settings:

Prevent Users from renaming the Account Maps and provide an option to select predefined names

When a Account Map is created, by default the User creates a name for that Map. ClosePlan provides the ability restrict this behavior and to provide a list of predefined Account Map names.

Go to Setup > Custom Metadata Types and open CP Definition
Click Manage CP Definitions button and click New
For Label and CP Definition Name enter: OBJECT_ACCOUNT_MAP
Select Active
For Value enter the desired values that the User will have the option to select (for example Global, EMEA, APAC) and click Save
Example: { "namePresets": [ "Global", "EMEA", "APAC" ] }

The UI result:

Relationships Settings