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            Account Plan Stakeholder in the Mobile Interface

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            Account Plan Stakeholder in the Mobile Interface

            Save time spent on searching for a stakeholder with additional sort and filter conditions in the mobile interface. You also get the added benefit of searching for stakeholders in all the key accounts aligned to your territory and adding stakeholders in bulk. Additionally, you create stakeholder records by adding accounts and contacts who are already associated with your territory.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            • In the mobile interface, you can view and add stakeholders only from your current territory. Incorporate a stakeholder into your account plan in the following ways.
              • Add stakeholders in bulk by searching for stakeholders in all key accounts aligned to your territory.
              • Create an account plan stakeholder record. In the Reference Record field, select an account or a contact that's associated with your territory.
              • Import a stakeholder from another account plan.
            • Sort the stakeholders by role type, account plan objective, or the stakeholder reference record.
            • Filter the stakeholders by role type, account plan objective, or the stakeholder reference record.
             
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