Viewing Stakeholder Navigator from an Account Plan

Key Account Managers (KAMs) can access Stakeholder Navigator from an account plan to better understand the hierarchy and affiliations for the account. Stakeholder Navigator highlights key stakeholders on the selected plan by displaying blue borders around their account tiles, making them easy to identify.

Who can use this feature?

  • Browser, iPad Users
  • Users do not require an additional license
  • Key Account Manager Users

Configuring Stakeholder Navigator from Account Plans for

Viewing Stakeholder Navigator from an Account Plan as