This section explains how to create a new lead from an existing brief.
If the brief does not yet exist, you will first need to create a new brief. Instructions can be found here.
Once logged in, click on the Create lead button towards the top right.
The following pop-up window will appear:
Click on Filter briefs and start typing the first few letters of the name of the brief that the lead should be associated with.
When a lead is created within the context of a brief, this first step is automatically skipped - the brief will be pre-selected.
Once the appropriate brief has been selected, users will be prompted with the following pop-up:
Type the first few letters of the relevant organization or company name. Matching companies will be proposed both from the current database and Inova Data. If the name does not exist within these databases, users can create a new entry at this time.
Enter the subject (pharma asset or technology solution name).
Matching results will be proposed from the database and Inova Data. If the subject does not yet exist, users can create a new entry.
Verify all the information within the following pop-up window:
Once all the information is correct, click on Create.
If there is a match of contact organization, pharma asset, or technology solution from Inova Data, the company profile and lead classification fields will be automatically filled out by Inova Data to simplify data entry.