The Inpart team
Inpart Deal

May 28, 2024 Release Digest

AUTHOR: The Inpart team

Delivery time: Tuesday, May 28, 2024, 7:30 a.m. - 9 a.m. CEST.
Impact: During this maintenance window, Inpart Deal, the Outlook add-in, and the Admin Center will be briefly unavailable.

Version 3.33.0

What's New

Sort out companies more efficiently with tags

Add custom tags to company profiles to sort them out based on a specific categorization. These tags can be managed by users with Business Admin rights on the Deal Administration page. Companies can be filtered and exported based on these tags.

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Ensure better data quality with restrictions on adding new values for opportunity, initiative, and company tags

Users with Business Admin rights can now define from the Deal Administration page the category of users who can add values to opportunity, initiative, and company tags on the platform. These users are either Managers with Business Admin rights or simple Managers.

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Track new emails uploaded through the Outlook add-in in the activity stream

Each time a new email is pushed to an opportunity or a company from the Outlook add-in, it will be displayed in their activity stream on Deal with the note and a link to open the email preview.

What's Enhanced

Open page view of opportunities, meetings, and agreements with a double-click

On the master lists of opportunities, meetings, and agreements, double-click a row to directly open the page view of the item, instead of opening the side panel view.

Discard changes made to custom views

Easily discard changes made to custom views to reinitialize the originally saved parameters.

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Need help? Visit our help center.

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