Manage opportunity workflow configurations

Configure the opportunity workflows to fit your organization process. Each workflow is related to an opportunity type.

Overview

Plan availability:
Essential Deal plan users are allowed two opportunity types
Advanced Deal plan users are allowed unlimited opportunity types
Required user role: Manager with Business Admin rights

To manage anything related to opportunity workflow configuration, go to the Administration page in Deal and open the Platform tab. Select the workflow you want to modify in the Opportunity type configuration section to open the settings: workflow name, description, asset type, stages, etc.

Important: Don't forget to click Save after you modify the workflow settings, at the bottom of the page. The Save button is deactivated if no change is made.

Edit workflow names and descriptions

The workflow name and description (aka opportunity type) are displayed in Deal when creating an opportunity or when moving the workflow to the third stage, when you're asked to choose the opportunity type (i.e. workflow type).

You can rename the workflow at your convenience in the Administraiton page, in the Opportunity type name field, and the workflow description in the Description field.

Edit workflow asset types

You can select the asset types in the Asset types field.

A workflow template can be used for one asset type or several asset types at the same time.

By default, any opportunity with a Pharma asset, Technology Solution, or Consumer Health has the In-Licensing (defaultDealType) workflow enabled. The In-Licensing default workflow comes with 4 stages:

• Confidential Evaluation, with three default tasks:

  • Review confidential package,

  • Organize confidential evaluation,

  • Draft non-binding offer.

• Due Diligence, with four default tasks:

  • Assemble Due Diligence Team,

  • Share access to Virtual Data Room,

  • Organize Due Diligence,

  • Finalize Due Diligence Report.

• Negotiation, with two default tasks:

  • Agree on negotiation requirements,

  • Draft Agreement.

• Contracting, with only one default task:

  • Sign binding offer.

Manage workflow stages

Create stages

If a workflow requires additional stages, open the workflow settings and click Add stage.

Enter the Stage name (mandatory). You can also add information in the Stage instruction field, and default tasks that will appear when you reach this stage.

Edit stages and change their order

For each stage, you can edit their name, description and tasks.

To change the order of the stages, drag and drop each stage using the grip on the left of the stage name.

Create or delete a workflow

Please send a request to your Inpart CSM to perform those actions.

It's possible to delete full workflow templates or specific stages within a workflow template if they're not already used in existing opportunities in both cases. 

If the structure of the workflows used by your company changes over time (e.g. change of stage/status names, deletion of a stage, etc...):

• Existing opportunities aren't impacted: The workflows of all opportunities created before the changes will remain unchanged.
• Newly created opportunities are impacted: Only the newly created opportunities will use the updated version of the workflow.