1.3.2 Onboarding Enrichment - Stakeholder Details

You can add the details about the stakeholders of the customer in the Stakeholder Details screen.

1. Click Next in the Onboarding Enrichment - Basic Information screen.
   The Onboarding Enrichment - Stakeholder Details screen displays.

   Figure 1-33 Enrichment – Stakeholders

   
   

   
   Description of "Figure 1-33 Enrichment – Stakeholders"

   
   

   The stakeholder details added in the Onboarding Initiation - Stakeholder Details stage are populated automatically on this screen. For information on adding customer’s relationship details, refer to Onboarding Initiation - Stakeholder Details.

2. Click Next to move to the Onboarding Enrichment - Membership / Association segments.