Configure additional fields for opportunities

• 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 additional 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.

You can filter opportunities based on these additional fields, in the master lists of opportunities and the dashboard page.

Enable, disable, or request more additional fields

Please get in touch with your CSM at Inpart to:

• Enable the fields you'd like to add.
• Disable fields you'd like to remove.
• Request new fields that aren't part of the existing list of fields available.

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 enable again this field later on, all the information previously entered will be available again.

Edit the field name and description

Open the Administration page and go to the Opportunity, Asset, or Agreement tabs. The sections offering additional fields are marked by a tool icon. Open the section of your choice and click the field you want to configure.

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

Open the Administration page and go to the Opportunity, Asset, or Agreement tabs. The sections offering additional fields are marked by a tool icon. Open the section of your choice and click the field you want to configure.

For fields offering a drop-down of list values, you can:

• Add your own values by clicking Add.
• Define if you want the users to select multiple values or a single value.
• Define who can add new values, simple Manager users and Manager users with Business Admin rights (Business admin and Managers), or Manager users with Business Admin rights only (Business admin only).

Organize additional fields into subsections

You have different possibilities to help you structure the fields on the opportunity and agreement pages for better clarity.

Open the Administration page and go to the Opportunity, Asset, or Agreement tabs. The sections offering additional fields are marked by a tool icon. Open the section of your choice and click the field you want to configure.

Add line breaks

A line break will position the field at the beginning of a new line to make it stand out.

Toggle the Line break button and click Save settings. The line break will be represented by a dotted line in the list of fields in the Administration page for reminder.

Add separators

A separator is a physical line shown in the interface before the field to separate it from other fields in a obvious way.

Check the Show separator box and click Save settings. The separator will be represented by a solid line in the list of fields in the Administration page for reminder.

Add section subtitles

A subtitle allows to regroup multiple fields under a common section to better structure the information. You can regroup several fields under a section subtitle.

Enter a short text in the Subtitles window to name the subsection of fields and click Save settings. You can then drag and drop fields on the list on the left to display them within the subsection.