Configure Additional Opportunity Fields
Add more information to the opportunity pages with a library of additional fields that fit your needs.
We offer a large number of fields which cover the following topics:
- Opportunity management: opportunity assessment, financials, internal organization, and project management.
- Asset information (for opportunities with a pharma asset only): scientific classification and pharma assessment.
All the configurable fields related to opportunity management are displayed in the Details tab, and the ones related to asset information are displayed in the Asset tab of the opportunity pages.
Depending on the type of information, the configurable fields can be a: short text, long text, list of values, number, date, and boolean.
Please contact your CSM at Inpart to get the complete list of the fields available, with their name and description.
Enable additional fields
Please contact your CSM at Inpart to choose and enable the fields you'd like to add.
Manage additional fields
You need to have a Manager user role with Business Admin rights to access this feature.
Open the Administration page and go to the Opportunity fields or Asset fields tabs. The sections offering additional fields are marked by a Customizable label. Open the section of your choice and click the field you want to configure.
Edit the field name and description
On the Administration page, you can change the default name of the field in Display name and the description that will appear as a tooltip next to the field in the opportunity pages, in the Description window.
Add, edit, and delete field values
For fields offering a drop-down of list values, you can add your own values by clicking Add. You can also define if you want the users to select multiple values or a single value.
Disable additional fields
Please contact your CSM at Inpart to disable any configurable field.
If you ask to disable a field that has been used for some time, the field will be hidden on the opportunity page but the information will remain saved in Inpart Deal. Thus, if you choose to reenable this field later on, all the information previously entered will be available again.
Request more additional fields
Please contact your CSM at Inpart to request more configurable fields.