DATE:
AUTHOR:
The Inpart team
Inpart Deal New Features

October 1, 2024 Release Digest

DATE:
AUTHOR: The Inpart team

Delivery time: Tuesday, October 1, 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 3.42.0

What's New

[Beta] Opportunity page 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.

This feature is only available in beta mode for the time being. Please contact your CSM at Inpart to enable beta mode on your Deal platform and try the new opportunity page design. Learn more


[Beta] Opportunity one-pager
[This feature offers a default template in the Deal Essential package, and custom templates in the Deal Advanced package]

Quickly export a one-page report from opportunities, designed for easy review during triage meetings and seamless sharing with stakeholders. This update will enhance efficiency and ensure key insights are shared effortlessly across your team.

This feature is only available in beta mode for the current time. Please contact your CSM at Inpart if you wish to enable the beta mode on your Deal platform and try the one-pager export feature. Learn more

Read the support article

What's Enhanced

Subtitles for additional field sections

We’ve introduced new customization options to improve the organization of additional fields. You can now insert subsection titles, separators, and line breaks between fields within a group of additional fields based on your processes and vocabulary, making finding, filling out, and reading the information easier.

Learn more


Need help? Visit our help center.

Powered by LaunchNotes