Push campaign submissions to Deal

Overview

Send campaign submissions to Inpart Deal for:

• Advanced triage and evaluation
  Submissions in Connect are screened quickly to determine initial interest. When a promising submission is identified, it can be pushed to Deal, where it benefits from advanced workflows and triage processes for deeper evaluation.
• Corporate memory and record keeping
  Even if a submission is declined, users may still want to retain a record of the company, technology, or innovation. Pushing the submission to Deal ensures it is stored for future reference and can be accessed by colleagues, preventing redundant evaluations.   

Push submissions to Deal

When you accept or decline a submission in a campaign, you will be given the option to push the submission to Deal. 

Click your avatar in the top right-hand corner and select Manage Campaigns from the drop-down list.

Click the Submissions button for the campaign you're interested in.

Click View details to open a submission and see the full submission details, as well as any attached documents or information.

When you're ready to accept or decline a submission, click Outcome, and select either Accept or Decline.

Select the Deal initiative in which you want to save the submission, and click Accept and send to Deal. You can configure a default initiative for submissions in the Campaign Configuration Page.  

In Deal, open the corresponding initiative to find the submission pushed from Connect.

Best practices and tips

• Use Deal’s advanced workflows to further evaluate submissions beyond initial screening. 
• Push declined submissions from Connect to Deal to retain historical records for future reference. 
• Configure default initiatives in the Campaign Configuration Page for smoother submission management. 
• Ensure alignment between Connect and Deal workflows to maximize efficiency.