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Accounts

Stakeholders

Updated on Sep 7, 2026 · 1 minute read

The Stakeholders tab shows the people on the account — built from what they actually said in conversations, not just synced CRM contacts.

What you see per person

  • Role & authority — their function and whether they can sign.
  • Disposition — champion, blocker, neutral, and how it's trending.
  • History — the meetings and threads they appear in.

Coverage

Use it to spot single-threading (only one contact engaged) or a missing decision-maker before it becomes a risk. Each contact links to their Contact page.

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Open an account in Accounts and choose the Stakeholders tab.