Inova Next Generation 2.3.0 Release

What's New

New Homepage

You now land on a brand new homepage when logging in. This page consists of two distinct parts respectively branded Active Leads Dashboards and My Tasks. 

• In the dashboard section, the number on the left indicates the total amount of active opportunities in your company, while the number on the right indicates more specifically the active opportunities you are assigned to. These numbers are based on the default Saved Filters of the opportunities list. For each indicator, you can see how many opportunities have been added in a given period. You can modulate this period. A progression bar gives you the distribution of the deals depending on the stage they're currently in. Everything is clickable and redirects you to the related opportunities list.

• In the task section, you can see the list of tasks and evaluations that are assigned to you. This section will help you quickly identify the upcoming work to do. This list is ordered by the due date of the tasks.

What's Enhanced

Declined Opportunities

You can now edit opportunities even after they've been declined. All the fields can be updated and documents and emails can be uploaded. 

Initiatives Attachments

You can now attach documents to an initiative in the dedicated tab Attachments. All the PDF and image documents can be previewed.

You must be the owner of the initiative to perform this action.

Opportunity Comment Attachments

You can now attach documents to opportunity comments, whether they're new documents or existing documents. 

Clone Accepted and Declined Opportunities

You can now clone accepted and declined leads into another brief. 

Read the dedicated article in our help center.

Learn more on our help center