DATE:
AUTHOR:
The Inpart team
Inpart Deal New Features

November 12, 2024 Release Digest

DATE:
AUTHOR: The Inpart team

Delivery time: Tuesday, November 12, 2024, 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 3.45.0

What's New

[Beta] Track Obligations

Create and track simple financial obligations with reminders on agreement pages to manage commitments effectively, ensuring you never miss an obligation and strengthening your partnerships.

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This feature is currently only available in beta mode. Please contact your CSM at Inpart to enable beta mode on your Deal platform and try obligations.


Clarivate Cortellis opportunity import

Export asset lists from Clarivate Cortellis and directly import them into Deal without manually adjusting columns. This streamlined process saves you time by reducing manual entry and improves overall efficiency for a smoother workflow.

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Activity stream filters

Filter the opportunity, company, or contact activity streams to display only the information that matters to you and focus on key updates.

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Task management

You can now add notes to tasks, mark them as in progress, or skip them. These enhancements improve tracking and provide richer context on task progress, supporting better corporate memory and streamlined workflows.

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Additional fields for opportunities

Record more information on the Opportunity management section of the Details tab: Risk management, Risk management completion date, Export controls, Co-promotion rights, Specific agreement needs, Market scope, Restriction, Update persona, Board feedback, and Deal structure.

Learn more

Please contact your CSM at Inpart if you would like to enable those fields.


Feedback, please

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!


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