Managing Affiliations in Stakeholder Navigator
To easily manage affiliations between accounts in their territories, users can create, modify, and delete account affiliations from Stakeholder Navigator.
Stakeholder Navigator makes it easy for Key Account Managers to review account relationships, including adding new affiliations or managing existing affiliations. From the menu in the panel for an account, they can select Add Affiliation, select a related account, and fill in information describing the relationship. Lines on the Stakeholder Navigator hierarchy clearly show the related accounts and identify the type of relationship.
Who can use this feature?
- Browser, iPad Users
- Users do not require an additional license
- End Users
Configuring Affiliation Management in Stakeholder Navigator for
End Users
To configure this functionality:
- Ensure Configuring Accounts is complete.
- Ensure Configuring Stakeholder Navigator is complete.
- Grant CRED permissions to the Affiliation object and the Child Account object.
- Grant View access to the Affiliation tab.
Using Affiliation Management in Stakeholder Navigator as
End Users
End users can perform the following actions to manage affiliations for accounts:
Adding Affiliations
To add an affiliation between two accounts:
- Select the More Actions menu on one of the accounts you wish to affiliate, and select Add Affiliation. A message displays at the top of the screen to Select an account to add.
- Select the account you want to affiliate with the first account. Only in-territory accounts are available for selection.
- Enter the information for the affiliation in the Add Affiliation modal, or select Change to choose a different account.
- Select Save to create the affiliation.
Deleting Affiliations
To delete an existing affiliation:
- Select an account with an affiliation and select the Affiliations tab on the detail modal.
- Select an affiliation from the list.
- Select Delete.
- Select OK.
Modifying Affiliations
To modify an existing affiliation:
- Select an account with an affiliation and select the Affiliations tab on the detail modal.
- Select an affiliation from the list.
- Select Edit. The Edit Affiliation modal displays.
- Modify the fields in the Edit Affiliation modal. Changes to the Influence and Relationship Strength fields are reflected in the affiliation line at the top of the modal.
- Select Save.
