Move or copy an opportunity to another initiative

Moving or copying enables you to easily duplicate any opportunity and attach it to a different initiative while keeping all the attachments, emails, and the opportunity description, in order to evaluate this opportunity from different angles.

Overview

Plan availability: Essential/Advanced
Required user role: Manager

Duplicating opportunities in several initiatives can be useful in the following example: When initiatives are therapeutic areas of focus for your company, an opportunity could be evaluated in parallel for different initiatives, potentially with different results, as the chances of success of an asset could be estimated higher for one disease than for another. It's common for early-stage projects to be considered from different angles.

You have two options:

1. Move the opportunity: The existing opportunity will be removed from the first initiative and transferred to the second initiative. Only the opportunity owner can move the opportunity to another initiative.
2. Copy the opportunity: You'll keep the existing opportunity in the first initiative while creating a duplicate in a second initiative. You can copy an opportunity even if you're not the opportunity owner. In this case, you'll become the opportunity owner of the new opportunity as you performed the duplication of the initial opportunity.

Move opportunities

Scenarios depending on the access level of the opportunity

As a reminder, here are the different scenarios taking into account the double level of access control for both initiatives and opportunities:

1. Public initiative & Public opportunity
   Both the initiative and opportunity are visible to all users of your Deal platform.
    
2. Public initiative & Restricted opportunity
   The initiative is visible to all users, but the opportunity is only visible to allowed users at the opportunity level.
    
3. Restricted initiative & Public opportunity (=Open opportunity)
   The initiative is only visible to allowed users at the initiative level, and the opportunity is visible to those same users.
    
4. Restricted initiative & Restricted opportunity
   Both the initiative and the opportunity are only visible to allowed users at each level.

Moving a public opportunity:

• To a public initiative: The opportunity remains visible to all users of your Deal platform.
• To a restricted initiative: The opportunity remains public ("open") but only visible to allowed users at the initiative level.

Moving an open opportunity:

• To a public initiative: The opportunity is now visible to all users of your Deal platform.
• To a restricted initiative: The opportunity remains open, but only visible to allowed users at the initiative level.

Moving a restricted opportunity:

• To a public initiative: The opportunity remains restricted and visible only to allowed users at the opportunity level.
• To a restricted initiative: The opportunity remains restricted, but only the owner will keep the access, all formerly allowed users at the opportunity level will lose their access as it might not match their level of access at the initiative level. One of the initiative owners will need to grant access at the initiative level to those users to add them to the restricted opportunity again.

Moving opportunities

Required user role: Manager owner of the opportunity.

To move an opportunity, click the more option button, either directly in the opportunity hub or at the top right of the opportunity overview. 

The pop-up below will appear. Select the destination initiative. 

If you move a restricted opportunity to a restricted initiative, the following message will appear to inform you that all users with access to the opportunity will lose their access, except for yourself, the owner. One of the initiative owners will need to grant access at the initiative level to those users to add them to the restricted opportunity again.

Apart from that, all elements of the opportunity will remain: workflow stage and status, comments, tasks, attachments, etc.

You can easily move an opportunity back to its initial initiative by performing the same action oppositely.

Special case

If your Inpart Deal instance is connected to Inpart Classic, thus you have a simplified three-stage workflow, you can't move an opportunity that's in the Accepted stage. A disabled button and a tooltip will warn you about it.

Copy opportunities

Required user role: Manager who has access to the opportunity.

Open the opportunity you want to copy, click the more option button at the top right of the opportunity overview, and select Copy.

To copy an opportunity, you'll need to:

• Mandatory: Select the destination initiative in the suggested list.
• Mandatory: Keep or update the opportunity title.
• Keep or edit the tags associated with the opportunity. This step enables you to classify the opportunity differently in the new initiative segmentation or tagging guidelines.
• By default, the files, emails, publications, and links will be copied, but you can choose not to by unchecking the boxes.

The evaluation process of the newly created opportunity will start from the second stage of the workflow (by default, Pre-CDA Review).

The comments, reason for decline or on hold, or the next steps associated with the initial opportunity will be erased in the newly generated opportunity to allow you to start the evaluation process from scratch.

If the opportunity copied was restricted, the allowed users lose their access, and the opportunity becomes either public (in a public initiative) or open (in a restricted initiative).

Detailed user rights