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Contributor ⭐️⭐️
Nov 11, 2026 3:07 PM UTC
New Idea

Disable define stakeholder role management in Insights panel

Related products:Staircase AI

When stakeholders are managed from a CRM (in our case, Salesforce), our users should update stakeholder roles there. Defining a role in the Insights when stakeholder role isn’t defined leads to confusion and the role being overwritten by syncs to the CRM.

 

Defining the role in Insights should either be disabled by permissions or have the ability to write back to the CRM.