DATE:
AUTHOR:
The Inpart team
Inpart Deal New Features

Workflows: Customize Your Opportunities

DATE:
AUTHOR: The Inpart team

Configure your opportunity workflow templates to fit your company's processes and speed up your decision-making process.

By default, stage names are Identification and Pre-CDA Review, and status names are Active, On-Hold, Accepted, and Declined. You can now rename them as you wish to fit the specific terminology of your company. The modifications will be applied to all your opportunities.

Visit our help center to learn more.

Please contact your CSM at Inova to perform this technical action for you.

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