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  • Lead Space
  • Version
  • 2.1.0
  • Release date
  • May 18, 2022

 

What's new

  • Brief Access Control: You can now restrict access to briefs to a specific list of users or groups of users.
    See the full description here.
    LS_-_Brief_Access_Control_-_Private.png
  • Evaluation Management:
    This new feature is available in BETA mode only. If you're interested in having a look at the feature before its official launch, please contact your Inova Customer Success Manager.
    The Evaluation document is a shared document collaboratively filled up by users, usually cross-functional teams of experts. It is a customizable template that lists all the criteria against which the evaluators should assess the opportunity. You can update the content of the document, discuss it using comments, and ask and answer questions about it.
    If you have Manager rights, you can invite collaborators to participate in the evaluation.

    Go to the Activities tab of a lead to access the evaluations.
    LS_-_Evaluations.png

What's enhanced

  • Brief Owners: Briefs used to have one owner and possibly multiple members. We've merged the two categories and now consider everyone as owners, but with different right levels. There's still one main owner, designated by the little blue crown icon.

    If you have a Manager license, you can set the brief access as public or private, and give or remove access to private briefs.

    If you have a Contributor license, you can only access the brief and the leads contained in it, but you won't be able to edit the brief.
    LS_-_Brief_Owner_2.png
  • Brief Default Assignee: We've also created a notion of Default Assignee owner. You can now select one of the brief owners to be assigned by default to all the leads imported without an owner in the brief, or submitted by Contributor users (who can't select an owner on their own).LS_-_Brief_Owner.png