The following is a list of steps for creating Stakeholders within MeetingResult.
- Click on the Stakeholders toggle button in the upper left hand corner of the screen.
- Click on the plus (+) button to the right of the Stakeholders toggle button.
- You can either create Stakeholders by choosing them from your iPad address book or create them manually by entering the data fields for a Stakeholder. To create a Stakeholder from you iPad address book click on the “address book” icon located in the upper right hand corner of the screen next to the save button. After the fields are auto-populated with the contact’s information you can edit any of the fields and then click the save button. To create a Stakeholder manually you must fill in the First Name, Last Name, Email and optionally a Title and Phone Number. Click on the save button to save the Stakeholder. If you forget to enter a required field (indicated by an asterisk) then the required field will be highlighted in red. You will need to supply data for the required fields and then click save again to save the Stakeholder record.
- Repeat these steps to create all of the Stakeholders who will attend the meetings that you will plan and execute.