KeyStakeholders
Stores key contacts or individuals critical to business decisions or engagement strategy.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
The unique identifier assigned to each record. It serves as the primary key within the database for referencing and managing individual records. |
| Key Stakeholder Type | String | True |
The type of key stakeholder, such as 'customer', 'partner', or 'distributor'. This helps categorize stakeholders within the system. |
| Global ID | String | True |
A globally unique identifier for the record, ensuring that it can be recognized across different systems or platforms without conflict. |
| Link | String | False |
A URL or reference link associated with the record. It is typically used to direct users to external resources or related documents. |
| ID2 | String | True |
An alternative identifier for the record, possibly used as a secondary reference or for tracking purposes in other systems. |
| Status | String | False |
The current status of the record, such as 'active', 'inactive', or 'pending', to indicate the lifecycle stage of the key stakeholder record. |
| Created By | String | True |
The name or identifier of the user who created the record. This helps track the origin of the data within the system. |
| Created Date | Datetime | True |
The timestamp when the record was created, providing a historical reference for when the record first appeared in the system. |
| Last Modified By | String | True |
The name or identifier of the user who last updated the record, allowing for accountability and tracing of changes made to the record. |
| Last Modified Date | Datetime | True |
The timestamp of the most recent modification to the record, used to track the freshness and currency of the information. |
| External ID | String | False |
An external identifier used to link this record with other systems or databases, ensuring synchronization and interoperability across platforms. |
| Key Stakeholder Name | String | False |
The full name of the key stakeholder, such as the individual or organization that the record pertains to. It is used for easy identification. |
| Mobile ID | String | False |
An identifier associated with the stakeholder's mobile device, used for tracking mobile-specific data or engagement with the stakeholder. |
| Role | String | False |
The role or function of the key stakeholder, such as 'manager', 'director', or 'partner'. This helps define their responsibilities or position in the organization. |
| Stakeholder Owner Name | String | False |
The name of the person or department responsible for managing this key stakeholder, ensuring proper assignment and accountability. |
| Account Plan | String | False |
The strategic plan associated with the key stakeholder, typically including goals, activities, and timelines for managing the relationship. |
| Key Stakeholder | String | False |
A general field that may contain additional information or labels associated with the key stakeholder, used to describe their classification or importance. |
| Stakeholder Owner | String | False |
The department or team that owns the stakeholder relationship, used to define the responsible party for maintaining the relationship. |
| Owner | String | False |
The identifier of the user who owns this record within the system, often tied to permissions and access control to the record. |
| Legacy CRM Id | String | False |
The identifier from a legacy Customer Relationship Management (CRM) system used for linking to older records or for integration purposes with previous CRM systems. |