- DATE:
- AUTHOR:
- The Inpart team
March 4, 2025 Release Digest
Delivery time: Tuesday, March 4, 2025, 7:30 a.m. - 9 a.m. CET.
Impact: During this maintenance window, Inpart Deal, the Outlook add-in, the Opportunity Portal, and the Admin Center will be briefly unavailable.
Version 3.53.0
What's new
Opportunity page improved layout
We're excited to announce a redesign of the opportunity page! This update will help you stay more productive and focused, ensuring that important details are always up-to-date and readily accessible. Key improvements include:
Reduced number of tabs: We've reorganized tabs so that all available information is always visible, panel view or full view, without having to scroll.
Improved information grouping: Information is now more logically grouped, making it easier to find and update key details without navigating multiple tabs.
Task and evaluation panel: To ensure tasks can be created anytime while working on your opportunities, they can now be opened as a panel from the top menu.
Action cards: Four action cards have been added to the Overview tab to give you at a glance the last update on your meetings, comments, tasks and evaluations.
Note to beta users: For users who had the opportunity to try the new layout in beta mode, the new layout will be smoothly rolled out of beta and released for all users with no impact for you, as you already have access to the new layout.
Feedback from initial user testing has been carefully considered to ensure the new design meets your needs and expectations. You’ll be able to accomplish more in less time!
One-pager exports for opportunities, agreements, meetings, and companies
Quickly export one-pager reports from opportunities, agreements, meetings, and companies, designed for easy review during triage meetings and seamless sharing with stakeholders. This new functionality will enhance efficiency and ensure key insights are shared effortlessly across your team.
This feature offers a default template in the Deal Essential package for opportunities, agreements, meetings, and companies, and custom templates in the Deal Advanced package.
Note to beta users: For users who had the opportunity to try the new layout in beta mode, the new layout will be smoothly rolled out of beta and released for all users with no impact for you, as you already have access to the new layout.
Change the opportunity type in the late stages of the workflow
Move the opportunity back to the second stage of the workflow to change the opportunity type. This improvement provides greater flexibility in managing opportunities while ensuring workflows remain up-to-date.
Additionally, if updates are available for the same opportunity type (such as added or removed stages), you can now apply these updates to the workflow.
What's enhanced
Workflow stage transition date editable by the opportunity owner
Previously, only users with Business Admin rights could change the workflow stage dates. Now, the opportunity owner can also edit this information.
Feedback
Feedback is a gift! Let us know what you think about these new features and if you have any additional thoughts on what you'd like to see in functionality. Thank you and have a wonderful weekend!
Need help? Visit our help center.