Navigate Opportunity Workflows (for Classic Users Only)
Inpart Deal allows you to speed up your decision-making process by following a standard workflow through which the opportunities can be tracked and evaluated by Search and Evaluation scouts.
The standard opportunity workflow is based on two parameters working together:
- The opportunity stage which reflects the phase of the project.
- The opportunity status which reflects the state of the opportunity.
Here's a summary of the different stages and the related statuses:
Disclaimer: The names of the stages and statuses in this article reflect the default names offered by Inpart Deal. As workflows can be customized according to your company's preferences, the names of the stages and statuses displayed in your personal instance might be different. However, the patterns are the same.
|Opportunity Stage||Related Opportunity Status|
|First stage (Identification)||Active / Declined|
|Second stage (Triage)||Active / On-Hold / Declined|
|Last stage (Accepted)||Closed|
You need to have a Manager role to be able to move through the workflow and update the stage and the status of an opportunity.
Once an opportunity reaches the Accepted stage, you will be invited to create a confidential evaluation in Classic and proceed to the next stages of the project.
The opportunity stage and status are available in the list of all opportunities and within each opportunity's overview materialized by a workflow ribbon.
All opportunity list:
You can see the date of transition between stages under each stage name in the workflow ribbon. These dates can be updated to reflect the reality of the work done by you and your team. You must be a Manager user with a Business Admin role to perform this action.
First Stage (Identification)
In the Identification stage, you identify and create new potential opportunities. You can provide initial non-confidential information, review high-level information, and perform a quick assessment.
By default, all newly created opportunities are set in the Identification stage.
In the Identification stage, the opportunity status can either be Active or Declined. Select Declined to filter out and decline opportunities that don't fit with your company's strategy.
A confirmation message will pop up. Here, you need to provide a reason to decline the opportunity, then click Confirm.
Second Stage (Triage)
The Triage stage is when you begin your research and determine how to proceed with the opportunity's evaluation. You can add additional documents, e.g. a non-confidential company presentation, some data, or meeting notes.
Warning: Once you moved the opportunity to the second stage (Triage), you won't be able to move back to the first stage (Identification), so make sure the opportunity is fully ready to be moved to this triage stage.
To move an opportunity to this stage, click the Triage stage on the workflow ribbon. A confirmation message will pop up, click Move.
In the Triage stage, the opportunity status can either be set to Active, On-Hold, or Declined. You can:
- Change an Active opportunity to On-Hold or Declined.
- Change an On-Hold opportunity to Active or Declined.
- Change a Declined opportunity to Active. To move a Declined opportunity back to On-Hold, you must first move it to Active and then to On-Hold.
Last Stage (Accepted)
When the initial evaluation is done and you decide to move forward with the opportunity, set the opportunity stage to Accepted. This will allow you to transform the accepted opportunity into an opportunity in Classic, if you have a Manager role.
To move an opportunity to the Accepted stage, click the Accepted stage on the workflow ribbon. A confirmation message will pop up, click Move. The opportunity status will then automatically be set to Closed.
After you set an opportunity status to Accepted, there are two possibilities:
- If you have a Manager role: A blue Push to Classic button will appear at the top right of the opportunity overview.
- If you have a Contributor role: You can set the opportunity to the Accepted stage, but you won't be invited to create an evaluation.
If a confidential evaluation has been created in Classic from the opportunity, a View in Classic button will be displayed at the top of the opportunity allowing users with access to Classic to directly open the associated evaluation in Classic.
If you wish to move an opportunity back from Accepted to Triage, select Active in the opportunity status. This will automatically reset the opportunity to Triage with an Active status.
To delete an opportunity in the Accepted stage, you must:
- Not have created yet the related evaluation in Classic.
- Return the opportunity to the Active status, and therefore to the Triage stage, and proceed with the deletion.
Your opportunities are in the Active status when you and your team are currently evaluating them.
By default, all newly created opportunities are set as Active.
You can use the On-Hold status when an opportunity is too early or lacks information to be properly considered.
When you put an opportunity on hold, you need to indicate a reason. You also have the option of setting a reminder date to know when to return to it. Then, click Confirm.
You can decline an opportunity when you have determined that it's not of interest to your company.
Once you set an opportunity status to Declined, a confirmation message will pop up. You need to indicate a reason and click Confirm.
An opportunity with a Closed status means you've reached a positive conclusion for this opportunity, and you want to move forward and create an opportunity.
This status is automatically set when you move an opportunity to the Accepted stage. From there, you can return an opportunity to the Active status (and therefore to the Triage stage), if you realize that the opportunity needs additional work before being closed.