Create and Manage Companies

The Companies page allows you to keep track of all the organizations you interacted with and record information about them.

Overview

In Inova Next Generation, a company can be any kind of organization: a biotech, a small or large pharma, a public laboratory, a technology transfer office (either regional or academic), a center of excellence, a university, a consulting firm, a CRO or CMO, etc. Basically anything!

Warning: You can't delete a company once created.

Check the detailed user rights regarding companies here.

Access the main Companies Page

You can access the main list of companies by clicking Companies in the navigation bar. 

Access a Specific Company Profile

Via the search bar

Enter the company name in the search bar available in the navigation bar.

Via the Opportunities Main Page

Direct links to the companies associated with the opportunities are available in the main list of opportunities, in a dedicated Company column. You can choose to hide or display this column by clicking the table icon on top of the list.

Via an Opportunity Overview

A direct link to the company associated with the opportunity is available at the top of each opportunity overview. 

What's Inside a Company Profile

Inside a company profile, you can find:

• A fixed section on the right called Details, showing a set of information describing the company.
• An Opportunities tab, showing the list of all opportunities associated with the company.
• A Contacts tab, showing the list of all people working at the company.
• A Meetings tab, showing the list of all meetings that happened with the company.
• An Attachments tab, where you can upload any related file or email.
• A Database tab, showing the information provided by Inova Data (only if the company is linked to Inova Data).

From a company profile, you can:

• Add contacts, in the Contacts tab.
• Create meetings, in the Meetings tab.
• Edit the company details, by clicking Edit at the top right of the company profile.
• View the activity stream of the company.

Add a Company

You can add a new company when creating a new opportunity that will revolve around this company. At the second step of the opportunity creation, enter the name of the company.

Then, you have two possibilities:

• Select an existing company profile prompted by Inova Data: Click the corresponding company profile if it appears in the list prompted under Companies found. This way, the company profile will be automatically prefilled with all the information provided by Inova Data.
• Create your own company profile: If the company doesn't appear in the list prompted by Inova Data, you can click the field with the name of the company, under No exact match found for "...". This will create a blank company profile where you'll need to fill out the fields yourself.

Companies Linked to Inova Data

If you've selected a company with an Inova Data profile when adding a company, the company profile will display a specific section with all the information automatically prefilled by Inova Data. 

This section also appears in the Databases tab of the related opportunity.

You can choose to unlink the company from Inova Data if you think that the match that has been made is incorrect. This will remove all information about the external profile and the dedicated section will disappear. However, you'll have the chance to select again the Inova Data profile when creating a new opportunity if needed.

Detailed User Rights Regarding Companies