--- title: Adding Ownership Stakeholders to Contracts description: Create a contract and add ownership details by listing individuals or institutions as stakeholders. --- [Skip to content](https://support.webcemeteries.com/hc/en-us/articles/5643827389851-adding-ownership-stakeholders-to-contracts#main-content) [Submit a Request](https://support.webcemeteries.com/kb-tickets/new?hsLang=en) [![webcemeteries-logo](https://support.webcemeteries.com/hs-fs/hubfs/file-logo.png?width=400&height=67&name=file-logo.png)](https://support.webcemeteries.com/?hsLang=en) Open main navigation Close main navigation - [Submit a Request](https://support.webcemeteries.com/kb-tickets/new) How can we help you? - There are no suggestions because the search field is empty. 1. [webCemeteries Knowledge Base](https://support.webcemeteries.com/?hsLang=en) 2. [Management](https://support.webcemeteries.com/management?hsLang=en) 3. [Contracts Module](https://support.webcemeteries.com/management?hsLang=en#contracts-module) # Adding Ownership Stakeholders to Contracts ### Step 1 [Create the contract.](https://support.webcemeteries.com/hc/en-us/articles/5821676457755-3-ways-to-start-creating-a-contract?hsLang=en) ### Step 2 [Add Locations/Properties to the contract.](https://support.webcemeteries.com/hc/en-us/articles/5643849205787-how-to-add-locations-to-a-contract?hsLang=en) ### Step 3 If you are not creating a contract from a Reservation made in Enterprise Sales, you will need to add ownership. Click "Add Person" or "Add Institution" to start adding in the ownership information.  ![](https://support.webcemeteries.com/hs-fs/hubfs/Knowledge%20Base%20Import/5643843197467.png?width=670&name=5643843197467.png) ### Step 4 Add the details of the person or institution and click “CREATE AND ADD.” ![](https://support.webcemeteries.com/hs-fs/hubfs/Knowledge%20Base%20Import/5643843227419.png?width=566&name=5643843227419.png) If the person already exists in your cemetery’s CRM, their details will populate to the left. Click the checkbox next to their name and click “ADD” to avoid creating duplicate contacts in your CRM. ![](https://support.webcemeteries.com/hubfs/Knowledge%20Base%20Import/5643843259291.png) ### Step 5 Once the ownership information has been added, you can adjust the stakeholder type from the drop down menu. This will change the stakeholder to list them as Owner, Purchaser, Beneficiary, or Trustee. See[our guide to stakeholder roles](https://support.webcemeteries.com/hc/en-us/articles/5643880929947-guide-to-stakeholder-roles?hsLang=en).  You can also choose which property the person/institution is connected to (if you have multiple properties, this is especially important). ![](https://support.webcemeteries.com/hubfs/Knowledge%20Base%20Import/5643843315995.png) ### Step 6 Once the contract is [signed](https://support.webcemeteries.com/hc/en-us/articles/5644107020315-understanding-signed-status?hsLang=en), the stakeholders will be added to their locations.   - [Getting Started](https://support.webcemeteries.com/getting-started?hsLang=en#main-content) - [User Management Overview](https://support.webcemeteries.com/getting-started?hsLang=en#user-management-overview) - [Settings Overview](https://support.webcemeteries.com/getting-started?hsLang=en#settings-overview) - [Management](https://support.webcemeteries.com/management?hsLang=en#main-content) - [Access and Usability](https://support.webcemeteries.com/management?hsLang=en#access-and-usability) - [Arboretum Module](https://support.webcemeteries.com/management?hsLang=en#arboretum-module) - [Books Module](https://support.webcemeteries.com/management?hsLang=en#books-module) - [Contacts & Customers Module](https://support.webcemeteries.com/management?hsLang=en#contacts-customers-module) - [Contracts Module](https://support.webcemeteries.com/management?hsLang=en#contracts-module) - [Deceased Module](https://support.webcemeteries.com/management?hsLang=en#deceased-module) - [Documents Overview](https://support.webcemeteries.com/management?hsLang=en#documents-overview) - [Dynamic Forms Overview](https://support.webcemeteries.com/management?hsLang=en#dynamic-forms-overview) - [Locations Module](https://support.webcemeteries.com/management?hsLang=en#locations-module) - [Maps](https://support.webcemeteries.com/management?hsLang=en#maps) - [Memorials Module](https://support.webcemeteries.com/management?hsLang=en#memorials-module) - [Ownership Module](https://support.webcemeteries.com/management?hsLang=en#ownership-module) - [Payment Processing](https://support.webcemeteries.com/management?hsLang=en#payment-processing) - [Reports](https://support.webcemeteries.com/management?hsLang=en#reports) - [Reservations Module](https://support.webcemeteries.com/management?hsLang=en#reservations-module) - [Work Orders Module](https://support.webcemeteries.com/management?hsLang=en#work-orders-module) - [Invoices](https://support.webcemeteries.com/management?hsLang=en#invoices) - [Passare](https://support.webcemeteries.com/management?hsLang=en#passare) - [Sales](https://support.webcemeteries.com/sales?hsLang=en#main-content) - [General Access in Enterprise Sales](https://support.webcemeteries.com/sales?hsLang=en#general-access-in-enterprise-sales) - [Contracts in Enterprise Sales](https://support.webcemeteries.com/sales?hsLang=en#contracts-in-enterprise-sales) - [Reservations in Enterprise Sales](https://support.webcemeteries.com/sales?hsLang=en#reservations-in-enterprise-sales) - [Searching in Enterprise Sales](https://support.webcemeteries.com/sales?hsLang=en#searching-in-enterprise-sales) - [Public Tools](https://support.webcemeteries.com/public-tools?hsLang=en#main-content) - [Remember My Journey](https://support.webcemeteries.com/public-tools?hsLang=en#remember-my-journey) - [Mobile App](https://support.webcemeteries.com/public-tools?hsLang=en#mobile-app) - [Tours](https://support.webcemeteries.com/public-tools?hsLang=en#tours) - [Forever Plot](https://support.webcemeteries.com/public-tools?hsLang=en#forever-plot) - [Uncategorized](https://support.webcemeteries.com/uncategorized?hsLang=en) - [Website Integrations](https://support.webcemeteries.com/website-integrations?hsLang=en) [![file-logo](https://support.webcemeteries.com/hs-fs/hubfs/file-logo.png?width=400&height=67&name=file-logo.png "file-logo")](http://webcemeteries.com) 277 Fair St., Suite 1, Kutztown, PA 19530 [mailto:support@webcemeteries.com](mailto:support@webcemeteries.com) Copyright © 2024, webCemeteries ™