October 22, 2024 Release Digest

Delivery time: Tuesday, October 22, 2024, 6:30 a.m. - 9:30 a.m. CEST.
Impact: During this maintenance window, Inpart Deal, the Outlook add-in, the Opportunity Portal and the Admin Center will be briefly unavailable.

Version 3.43.0

What's New

Restrict access to opportunities
[For Deal Advanced plan users only]

We're introducing access control at the opportunity level, providing more granular restrictions as opportunities progress through later stages of the workflow. This ensures consistent access management across the platform, combined with the initiative access control functionality, meeting your advanced security needs.

Learn more

[Beta] One-pager reports
[This feature offers a default PowerPoint template in the Deal Essential plan, and custom templates in the Deal Advanced plan]

• Company and meeting one-pagers: In addition to opportunity one-pagers, you can now generate one-pagers for companies and meetings. One-page reports are designed for easy review during triage sessions and seamless sharing with stakeholders. They enhance efficiency and ensure key insights are shared effortlessly across your team. Learn more

• One-pager formats: If you're using the Deal Advanced plan, in addition to PowerPoint format, you can now add custom templates in Excel and Word formats. Learn more

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

Need help? Visit our help center.