Creating a new external stakeholder

You can create a new external stakeholder to assign to a deal.

Note: Ensure that full access is provided to the following permissions:

• Deal Stakeholders - Deal Stakeholder Management

• Deal Stakeholders must be added to the Organizations Contacts (External) or Users (Internal)

To create a new external stakeholder, perform the following steps.

1.

At the top-left of the page, click Portfolio.

2.

On the Portfolio page, click Deal ID or View for the required deal.

3.

On the left navigation menu, click Stakeholders.

4.

On the Stakeholders page, at the top-right, click + Add Stakeholder.

5.

Click External.

6.

On the New External Stakeholder dialog box, click in the Stakeholder field.

7.

At the bottom, click Create New .

8.

In the Add External Stakeholder dialog box, enter the following information.

Field	Description
Stakeholder Type	The type of stakeholder such as appraiser, broker, inspector, and so on. This field is mandatory.
Organization Name	The name of the organization. This field is mandatory.
Contact First Name	First name of the contact. This field is mandatory.
Contact Last Name	Last name of the contact. This field is mandatory.
Email	The email address of the stakeholder or organization. This field is mandatory.
Notes	Notes about the stakeholder.

9.

Click Show Additional Details and enter the following information.

Note: To hide the additional details, click Hide Additional Details.

Field	Description
Tax ID	A unique identifier assigned by the government to individuals and entities to track their tax obligations.
Website	The stakeholder's website.
Phone	The contact number.
Country	The country name.
Street Address	The stakeholder's street address.
Address 2	The stakeholder's street address.
City	The city name.
State	The state name.
Postal Code	The postal code.

10.

Click Save.

A message is displayed indicating that the external stakeholder is created successfully.