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Feature #590
closedStakeholder Ownership
Start date:
06/02/2026
Due date:
% Done:
0%
Estimated time:
Description
Add field types
Field
Level
Purpose
Stakeholder Owner
Contact
Who owns this relationship
Account Owner
Company
Who owns the client overall
Opportunity Owner
Deal
Who is chasing the work
Rules
One owner per stakeholder
Roll-up reporting by owner
Dashboard by owner showing:
Meetings logged
Open opportunities
At-risk accounts
KPIs set by management per stakeholder to ensure accurate follow up. Ie: Milan from Suncorp once a month , Jarryd every week etc…
Updated by Nandu Kolukula 27 days ago
- Tracker changed from Bug to Feature
- Subject changed from Contact-to-Company linking (single primary company) to Stakeholder Owner field (Contact level)
Updated by Nandu Kolukula 27 days ago
- Subject changed from Stakeholder Owner field (Contact level) to Stakeholder Ownership
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