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

Plan availability: Essential/Advanced
Required user role: Manager/Contributor (see details)

In Inpart Deal, 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. 

Access companies

You can access the company hub by clicking Companies in the navigation bar. 

You can access specific company profiles:

• From the search bar

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

• From the opportunity hub

Direct links to the companies associated with the opportunities are available in the opportunity hub, in a dedicated Company column. You can choose to hide or display this column by clicking the settings button at the top of the page.

• From an opportunity page

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

What's inside a company profile

Inside a company profile, you can find:

Tabs:

• Assets & Opportunities: This is the list of all assets and opportunities associated with the company.
• Contacts: This is the list of all people working at the company.
• Meetings: This is the list of all meetings that happened with the company.
• Attachments: You can upload here any related files or emails.
• Agreements: This is the list of all agreements associated with the company.

Fixed sections on the right of the company page:

• Tags: Tags help categorize and filter companies.
• Alliances: This is the list of all alliances associated with the company (if you have the Alliance management add-on activated).
• Notes: Enter any text information about the company.
• Details, showing a set of information describing the company and the first contact date.
• Related companies

Side panels:

• A Database panel, showing the information provided by Inpart Data or Evaluate Pharma (only if the company has an existing profile in these databases).
• An Activity stream panel, displaying the history of the actions around the company in Deal.

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.

Create companies

You can add new companies to Inpart Deal in two different ways.

• From the navigation bar

Open the main navigation bar, click Create, and select Company.

• From the company hub

Click Companies in the navigation bar to open the company hub.

Click the Create button.

A creation pop-up will appear.

Start entering the name of the company. A list of potential matching company profiles will be displayed. You can click View next to the suggested profiles to make sure you're not going to create a duplicate of an existing company.

Other profiles are suggested by Inpart Data. If you select one of them, the details of the newly created company in Inpart Deal will be autofilled.

You also have the possibility to create your own company profile if the company doesn't appear in the list prompted by Inpart Data. Click 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.

• When creating an opportunity

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:

1. Select an existing company profile prompted by one of our integrated databases: 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 the databases.
2. Create your own company profile: If the company doesn't appear in the list prompted by our integrated databases, 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.

Link companies together

Link a company profile to another one to always have a comprehensive understanding of their relationship. Click Add in the Related Companies section, pick the company in the existing list, and select their relationship.

These relationships can be customized on the Administration page by users with a Business Admin role. For instance, you can link a venture company to the portfolio companies, link parent and subsidiary companies, or link a consulting firm with their biotech client.

Export companies

Please refer to the Export companies and meetings article.

Delete companies

Open the company page, click the more options button and select Delete. Deleting a company will also delete the related attachments.

Important: You can only delete companies that have no related opportunities, contacts, meetings, or agreements. If you still can’t delete it, it means there are hidden opportunities you don’t have permission to see.

Companies linked to Inpart Data and Evaluate Pharma

If you've selected a company with an Inpart Data profile when adding a company, the company profile will display a database icon at the top right of the page with all the information provided by Inpart Data and/or Evaluate Pharma.

This information also appears in the database panel of the related opportunity.

You can choose to unlink the company from Inpart 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 Inpart Data profile when creating a new opportunity if needed.

Detailed company user rights