Who can do this: All users who can see the folder
Open the stakeholder list
Open the client folder.
Select the Stakeholders tab.
Result: You see everyone Kaizan found in your calls and emails with this client. Kaizan adds new people as they appear.
Choose a view
View | Who it shows |
Key stakeholders | People you marked as important |
Client stakeholders | People with the client's email domain |
Other stakeholders | Other people on the calls, for example a partner agency |
Each row shows activity in the last 30 days, average response time, last contact and DISC profile, when Kaizan has one. Use the search bar to find a person.
See how the client engages with your team
The Activity view shows who engages most, with which colleagues, and through which channels: calls, emails or chats.
Use it to find risk early. For example, if only one person on your team talks to the client, the account depends on that one relationship.
Set a role
In the Stakeholder column, choose a role, for example Decision Maker, Champion or Executive Sponsor.
Note: If you connect Salesforce or HubSpot, Kaizan copies the contact roles from your CRM. A role you set in Kaizan stays as you set it.
Set a relationship owner
In the Owner column, choose the colleague who owns the relationship. Kaizan suggests the colleagues who talk to this person most.
See what Kaizan knows about a person
Select a person's name. Their page shows:
The memories Kaizan saved about them from meetings, emails and chats
Contact details from their email signature
Who they report to
Notes that your whole team can read and edit
Add a person by hand
Select Add stakeholder, enter their details and save.
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