On the overview screen of most objects, there are some standard action buttons to let you perform updates and track changes. Additional actions are available when the Cortellis connector has been enabled. 

Standard actions

1. Edit
   To edit an object, click the "Edit" button. To validate and save the change, click "Save".
   
   
2. Assign To
   Assign an object to another system user or owner as needed. To assign an object, click the "Assign To" button in the toolbar of the object's Overview screen. The application will display a Choose Page where you can select the new owner and enter comments for the notification email that will be sent to the new owner.

   

   When you assign an object to a new owner, the system will automatically notify that user via email. When an object that you own is assigned to another user, the system will automatically notify you via email. When you assign any object to another user, you no longer own that item, so it will no longer appear on your home page.

If the object is restricted and you have not been added to the Authorization list for that object, once you assign it to another owner you will no longer have access to it. So don't forget to add yourself to the Authorization list of a restricted object before reassigning it!

3. Run Report
   This feature is only applicable for companies who purchase Inova custom reports.
   
   
4. Audit Log
   The Audit Log lists of all additions, modifications, and deletions made to that record or object. The Audit Log also stores the name of the user who made the modification and whether or not the change was made by the user or the user's deputy. Each change is listed with the date, the old and new values of the fields, and the name of the user who made the change.

   You can filter the audit log by time scale, the user who made the change, and the object type. It also helps identify whether a change was made by a user or her deputy. 

Within the audit log is an additional feature called Snapshots. A snapshot captures all the overview details of an object plus its linked documents, emails, and activities. Snapshots are created automatically for an object when it is created, archived, or deleted, but a user can manually create an snapshot at any time.

5. Watch it
   To receive alerts about changes to your projects and other objects, use "Watch It". Every 24 hours, the system checks all the objects that you are watching. If any of them have been updated in the last 24 hours, the system will send you a notification by email that contains links to the overview screen and audit log of each modified object.
   
   The types of changes that trigger a "Watch It" notification are:
   • Updates to any of the fields in the Overview section, such as Product Name, Owner or Status.
   • Creation of a new link between another main business object and the watched object, e.g. when another user links an asset to an in-licensing project you are watching.
   • Creation of a new link between the watched object and an object it contains,  e.g. when another user attaches an email to an alliance that you are watching.
   • Deletion of a link between the object you are watching and any other object it's linked to, e.g. when another user deletes a contact from the Contacts portlet of a patent you are watching.

   When you are watching an object, instead of "Watch It", the button label will say "Stop Watching".

   
   

   To stop watching an object, click "Stop Watching". You can stop watching multiple object in one go from your "Watched Objects" list, available via the main menu.

   
   
   
   

   A few limitations on watching objects:

   • The "Watch It" feature is available to read-only and read-write users only for business objects in the modules they have access to.
   • Your ability to watch certain objects can change based upon whether the owner of an object decides to restrict access to it. If the owner restricts the object but doesn't add you to the authorization list, you cannot see the object at all, let alone receive notifications about it. Contact your application administrator for details.
   • You will not receive a notification when you make changes to an object you are watching.
   • There is no way to see if an object is watched by another user.

6. Quick Create
   On some objects, "Quick Create" lets you quickly create a linked object while retaining important links to the object you are creating it from. For example, if you create an agreement from an in-licensing opportunity, the company and contacts linked to the opportunity will automatically be linked to the agreement. See the section "Quick Create" of this article for more details.
7. Archive
   An alternative to deleting an item is to archive it. Archiving a business object does not remove it from the system, but instead gives it an Archived status which you can use for filtering when configuring lists. Archived items cannot be edited.
   
   To un-archive an object and edit it, click "Un-Archive". The page will refresh and the status will change to Reopen.
8. Delete
   When you click "Delete", the system displays a confirmation message.
   You can't delete something that is linked to another object. For example, this in-licensing opportunity is linked to a meeting, asset and agreement. These links are displayed in the popup to allow the user to quickly access and unlink them.

If you attempt to delete an object and the message "The deletion was impossible because current user does not have right to delete the following dataobjects" appears, it most likely means that the object can only be deleted by its owner. If you need to delete an item and the owner is no longer a system user, contact your system administrator.

Deleting a object from the system cannot be undone. This is why in most cases, users do not delete objects, but archive them instead. This allows them to retain the full history of their interactions with other companies and refer back to that history at any time.

Cortellis and Watch It

Every asset imported from Cortellis can be watched so that when Cortellis updates an asset, it triggers the email sent to the watchers. This feature allows you to be automatically reminded when an asset's highest development phase is updated, for example, or a new indication is found. This can help you decide whether it's time to re-evaluate an opportunity that you put on hold or previously declined.

Connect to Cortellis / Update from Cortellis

When Cortellis is enabled, a couple of action buttons will appear on the asset overview screen. The first, "Connect to Cortellis", appears when you create an asset manually from the New Asset form. In most cases, the user will search and import the asset from Cortellis using the lookup field. But if the lookup isn't available, he can always create the link later by clicking the "Connect to Cortellis" button.

For assets that were imported from Cprtellis, the button is displayed as "Update from Cortellis". This lets a user manually query Cortellis and retrieve any new data on the matching record in Cortellis. Updates are highlighted with a red date in the updated field.

See the pages on Cortellis querying and asset creation with Cortellis for details on Cortellis-related features.

Activities help you track all the tasks that need to be executed and completed on a project or other object. You can assign an activity to another user and set a reminder for them to complete the task. Activities that a user creates or is linked to appear in the "My Activities" tab on their home page.

Activities can be created from:

1. The Activities tab of an object, as described below.
2. The Workflow tab of an object, as described in this page. 
3. By default, as defined in the administration module.

Note that it's recommended that you use the Workflow tab to manage your milestone and activity tracking. The Activities tab is available on most objects, but the Workflow tab provides better usability and other improvements that will make using the application easier and more efficient. 

Create an activity from the Activities tab

You can create an activity by going on a project or other object and clicking New Activity in the Activities tab.

The New Activity form appears:

1. The name allows the owner of the task to easily understand (and later remember) what the task is about. 
2. If you want to indicate that the task owner will need some help from other people, use Person(s) Associated. If you add other application users to the task as Person(s) Associated, the task will appear on their "My Activities" tab on the home page.
3. You can only assign an application user to a task. This person is responsible for either completing the task or making sure that the person supposed to complete it does so on time. This person should update the status of the activity when applicable. Until the task status is changed to Completed, the task will be displayed under both the creator's and the owner's home page on the "My Activities" tab.

As soon as you save the task, the system will send an email alert to the task assignee.

4. If you have many tasks to complete, Priority can help you track the most urgent ones.
5. The Status is automatically consistent with the Initiated Date and Complete Date. The Status could be either "Not Started" when there is no Initiated Date, "In Progress" when there is an Initiated Date, but not a Complete Date, and "Complete" when there is a Completed Date.
6. Select the appropriate Parent Milestone (see next section).
7. Use the Category to indicate which kind of task this is for reporting purposes.
8. Describe everything that needs to be done in this task.
9. Once the task is complete, there may be some further Action Items to execute.
10. The Initiated Date is the date that the activity is started.
11. The Due Date allows users to sort activities by due date directly on their homepage, in the My Activities tab. 
12. The Complete Date indicates that the task is competed. When completed, a task will disappear from the "My Activities" portlet.

13. Additionally, you can set up some reminders. Under Reminder Recipients (automatically pre-populated with your name), you can select the users who should receive a reminder. This reminder will be sent upon the completion of the task if the checkbox "On Completion" is checked, but most users use the date picker to select a specific date as a reminder that the task is NOT yet completed. 

14. You can also attach documents related to the execution and completion of the task.

Activities can also be used to trigger the scheduling of milestone payment or event due dates related to a contractual obligation. In this case, you must create the activity on the obligation's related agreement before selecting it as a triggering activity. Click here for details about obligations and here to learn about triggering activities.

Manage/Edit an activity

1. To edit an activity to change the due date or the content of some fields, click "Edit Activity". Note that if you try to remove a date while editing the activity, you will have to also update the status field for the change to be correctly saved.
2. You can archive an activity to filter it out from the lister view.
3. If you want to change the assigned person, click Assign To. An email about the change of ownership will be sent to both the previous and the new assignee.
   Any user (assuming this user has the appropriate rights) can change the assigned person.
4. You can delete an activity that is no longer valid for the project.

Associate an activity to a workflow stage

To learn more about tracking activities within the new workflow tab, check this section on Milestones.

Below we can see an example of an active project's workflow, with the Screening phase completed and the Due Diligence phase ongoing.

1. The "Triage Meeting" activity, belonging to the Screening milestone, has been completed.
2. The "Prepare CDA" activity, belonging to the Due Diligence milestone, is in progress. The user can click Complete and select the completed date for the milestone in the popup, indicated that the task has been completed and entering any related comments. 
3. The "Scientific Evaluation" activity, belonging to the Due Diligence milestone, has not yet started. For this milestone, the user can click Initiate once the task has started and is in progress. Doing so will automatically populate the Initiated Date with today's date.
4. The "Marketing Evaluation" activity, belonging to the Due Diligence milestone has not yet started. The user can click on Complete and select a date in the popup to indicate that this task has been completed. Doing so will automatically populate both the Initiated Date and the Complete Date with the date selected in the popup.

Default activities in the Workflow tab

In the new Workflow tab, default child activities are indicated with a special icon, as shown below:

Default child activities can be edited and reordered, but not deleted. 

The Deals and Alliance application includes advanced reporting features that allow users to generate dashboards in various formats, including funnel charts, bar charts, pie charts, tables, and heat maps. These reports can be exported to Excel or PowerPoint. In addition, a scheduling feature allows the users to receive reports on a regular basis via email. 

Dashboards are not populated with system data in real time, but by a connector that brings in the data on a daily basis. So when users add or update data in the system, they will only see the related modifications to the dashboards the following day.

With advanced reporting, a library of pre-configured reports are available in the application. These reports generally follow the standard configuration of the application. Click here for details. 

Access the Dashboards

In the main menu, click the Dashboards link.  

1. If the link is not displayed in the menu, the dashboards have not been activated. Contact your Inova administrator for details. 
2. To see a list of all the dashboards available to you, click All Dashboards. The dashboards are grouped by module. 

All dashboards can be filtered. To see filter options, click the Show Filters button. 

1. Filtering criteria are displayed in grey, as shown in the screenshot. Check the values you want to filter by. You can filter by multiple criteria at a time. 
2. Click Apply. The criteria will automatically be applied. To remove the filter, click Reset. 

The following is a list of dashboards available in Advanced Reporting as of May 2020. Note that the reports below are based on the Inova standard configuration, but any dashboard can be adapted to fit your configuration needs. Also, additional use cases and metrics can be configured as per client requirements.

For any questions about these dashboards or about how Advanced Reporting works, contact your Customer Success Manager or Inova Support. 

Partnering Overview Dashboards

The Ongoing Opportunities chart presents the number of active or on hold opportunities (in-licensing projects) in the pipeline as of the current date. To be included in this pipeline, the project has to have at least one milestone initiated. 

Click on a milestone to be taken to the Time Spent in Phase chart for that milestone. In this chart, you will see all in-licensing opportunities currently in each milestone, as well as the number of days each project has been in that milestone.

In the example above, 

1. The user is considering all opportunities currently at the milestone called Business Case Presentation.
2. On average (since 1 year ago), it takes 115 days for an opportunity complete this phase
3. On average (since 1 year ago), a project that enters this phase is declined in 107 days 
4. Of all the in-licensing projects in the system, 6 are currently in this phase. 

You can also access this dashboard by navigating to All Dashboards>Opportunities Details.

Two different formats to illustrate the landscape of current opportunities being considered, grouped in different ways: Active Opportunities by Business Unit and Active Opportunities by Therapeutic Area and Development Phase. 

Note that each pie or bar section is also a filter. When you click on a section, the contents of all the reports on that page are filtered by that parameter.  

Operational Reporting 

Some reports can be used in internal operations of the company as they work on deals, have status meetings, and collaborate to meet contract deadlines. 

Going into a monthly meeting, a BD manager can prepare Opportunity One-Pager per project to show the details and status and check next steps. Such one-pagers can be distributed via email or printed before the meeting so that everyone can review the important elements, including the score (the score could be manually given or automatically based on some criteria (likelihood of success, strategic importance of the asset, size of the deal, etc).

Similar to a BD manager and the opportunity one-pager, an alliance manager can create an Alliance One-Pager to bring into a meting for discussion on the alliance status and next steps.

On a quarterly basis, the BD manager can also generate the Executive Committee Report. This illustration of the overall state of business development for the company highlights the most important opportunities in the pipeline, color-coded by therapeutic area. The report is presented to the CEO or leadership team, then shared with all interested stakeholders.

At a higher level, the Pipeline Evolution dashboard is useful for yearly business development activity meetings, respecting the following roles:

• Head of BD - Shows number of projects completed per quarter or year.
• Departmental or Regional VP - Can know if they are on target regarding the objectives. If projects are mostly declined late in the process, could they be identified sooner, and if so, how?
• Individual Project Manager - Can ascertain how their opportunities performed and plan for doing better in the future.

1. Select a value to display all phase changes over a given time frame (Current Year/Quarter/Month, Last Year/Quarter/Month, Custom Period).
2. Choose to display only the opportunities starting at the beginning of the time frame previously selected.
3. Find at a glance the sum of all opportunities completed, declined or still ongoing at the end of each phase.
4. Know in detail how many opportunities are in a specific status (completed, declined or still ongoing) at the end of a given phase.
   • Ongoing : An opportunity is considered as ongoing in a phase if it has started that phase before the end of the selected timeframe AND it had not completed that phase or got declined before the end of the selected timeframe.
   • Declined : An opportunity is considered as declined if its status is Declined AND the Decline Date (may be named End Date or Status Change Date) is during the selected timeframe AND it has started that phase before the end of the selected timeframe.
   • Completed : An opportunity is considered as completed if its status is Completed AND either the phase completion date is during the selected timeframe or it is not filled AND it has started that phase before the end of the selected timeframe.
5. When there are less than 50 opportunities to display, each small square represents a specific opportunity.
6. When there are more than 50 opportunities to display, all the opportunities are represented by a single large square so that the process chart remains readable.
   To ensure consistency, if one of the statuses is represented by a large square for a given phase, the two others will be as well.
7. Attrition rate = percentage of declined projects for a given phase.
   Calculation formula : # declined opportunities / ( # declined opportunities + # completed opportunities).
8. When you mouse over a little square, a popup will display the project name as well as the start and end dates of the related milestone.
   Squares representing the same opportunity in other phases of the workflow will be highlighted and the related start and end dates will be displayed.
   When you click on a little square, the system will open up the opportunity overview screen in your Inova application.

Notes :

• An opportunity can either be in the Ongoing, Declined or Completed section but not in both or all 3
• An ongoing opportunity does not mean that it started during the considered period. It may have started before and not been completed/declined in the considered period.
• You can click on the numbers to get the list of the opportunities behind the numbers.

Partnership Reporting 

As of version 6.0, a list of standard review templates is available. With Advance Reporting, the results of the Alliance Health Check review can be fed into a dashboard in a spider chart format, as shown in the example below:

 Mouseover text describes the internal and external average for a review criteria. 

Administrators manage review templates as of version 6.0. In order to include the responses of a review in a spider chart, the review administrator must remember to select response type 1-5 for each question. Additionally, in order for the criteria label to be represented correctly on the dashboard, it needs to be in quotes, e.g. "Culture". 

Alliance managers can also see how agreements they are working on stack up against one another in the Priority Graph. Agreements are scored using the Priority fields configured in the Agreement Overview. 

Internal Compliance 

Compliance reports can help alert managers stay on top of outstanding tasks that may be hindering the completion of deals, identify internal issues with governance, and understand where licenses might need to be reallocated.

The Monthly Activity Summary is a report distributed via email to all user types, tracking project activities and current status. Recipients can easily check if the information is accurate and up to date for their projects and see at a glance if there are any upcoming tasks. 

Note: Reports distributed by email can also be shared outside the system to executives who do not use the system but need to stay aware of the team's activities and any issues putting deals at risk. 

To help with governance on projects or highlight issues that need special attention, the Health Status Alert can be a big help. It can flag projects with issues or of very high complexity, or be used to track incomplete / invalid projects (eg: identify missing information, or inconsistency between the steps announced and the data entered) for auditing purposes.  

Application administrators can access User Activity reports to track how well the application is used, both overall and per user. With these insights, the admin can identify groups not using the application as they should and the root causes, e.g. lack of training or complexity of configuration, and take corrective action, e.g. provide addition training or work with Inova to simplify the system and make it easier to use. 

The Outlook add-in has been completely redesigned with a focus on user-friendliness to guarantee an optimal experience and boost your productivity by saving you a lot of time and effort!

Please find below a quick overview of the main benefits and features that will make your life easier.

Enhanced performance

1. Increased speed and reliability.
2. Easy install from the Microsoft Store.
3. Supports Macs.

Increased visibility

1. Quickly view Inova records that are associated with your emails without switching between the Inova platform and Outlook (using the new relevance algorithm).
2. Inova records (standard objects’ name & last modified date) appear directly within the Outlook Add-In’s panel.

Amplified productivity

1. Search and browse relevant Inova records stored within the Inova platform directly from Outlook.
2. Quickly push emails and documents into the Inova platform with only a couple clicks.
3. Option to push an email and document separately, select which documents you’d like to push if there are many documents attached to the email, and rename documents before pushing them into the platform.
4. Quickly create new Opportunities, Agreements, Companies, etc. within Inova.

By default, if you have the Inova add-in pane open for a message, and then you select a new message, the Inova add-in pane is automatically closed.

If you have to push a lot of emails, you may prefer to keep that pane open, so that you don't need to reactivate the add-in on each message. Here is how to do so:

1. Click on the Pin button.
   
2. After pinning the Inova add-in, it will open right away upon starting Outlook, and remain open when selecting new emails.

To push an email to an existing object in Inova, open the email you want to push, then click on the Inova button in Outlook if the Inova pane is not yet visible.

Search for objects within Inova

There are two ways to find the object to push your email to: the contextual search & the manual search.

Whichever one you choose, this search will be carried out among Inova standard objects: Opportunities records, Alliances & Agreements records, as well as Companies and Meetings.

If you can't find your object, it's probably because it's not considered as a standard one by Inova. You can contact your CSM for more information.

To push an email to an existing non-standard object, please read this article.

Contextual search

Contextual search, which rely on a search algorithm, will automatically suggests you some objects (coming from your Inova application) that you might want to push your email to.

These suggestions are based on the senders and recipients' email address, name and email domain of the email you selected.

Manual search

If you cannot find the object you are looking for among the objects automatically suggested by the add-in, you can search for an object by clicking on Search in Inova.

1. First, select a type of object
2. Then start typing the name of the object you are looking for

Access Control

Only the objects that you are allowed to see within the Inova Platform can be accessed via the Inova for Outlook Add-in, in accordance with your application rights on modules and individual permissions you may have on some objects.

Action buttons

Once you have selected the object you want to push your email to, you have 3 possibilities:

1. Click on the blue send button to push your email to your Inova application.
2. Click on the black view button to open this object within your Inova application, for example if you want to check some information before doing anything.
3. Click on the object card to get more information on the record:
   

Push your email and/or its attachments

Select the elements to push and rename documents

After clicking on the blue send button, more options will be available.

1. Select/unselect this checkbox if you want/do not want to push your email to your Inova application.
2. Select/unselect these checkboxes to push/not push all or some of the documents attached to this email.
3. Click on the pen button to rename the documents if needed.
   
4. Click on Push to validate your choices

Inova for Outlook Add-in currently supports up to 50 MB per file/attachment.

Identify emails/documents already pushed

By clicking on the blue send button, you can know at a glance whether an email and/or its documents have already been pushed to an object within your Inova application:

If the object you want to push your email to is not one of the standard object types, you will not be able to find it through the contextual or manual search of the Inova for Outlook Add-in.

But, good news, you can still find it using the "Create" button. Here is how to do so:

1. Select your email and then click on Create button in the Inova Pane.
   
2. Click on Create in Inova.
   
3. The system will then open your Inova application in a browser and ask you which type of object you wish to push the email to (this list is configurable in Inova). Select an object type and click on Next.
   
4. Find the object you are looking for by starting to write its name in the Name field. The autocomplete will then suggest you some relevant objects. Select the object you want to push your email to.
   
5. Select the documents linked to your email that you also want to push to your Inova application. Then click on Save.
   

If needed, you can also push an email to brand-new objects within your Inova application.
Here is how to do so:

1. Select your email and then click on Create button in the Inova Pane.
   

If the New button is not showing up for you, check out the prerequisites that are described in this article.

2. Click on Create in Inova.
   
3. The system will open your Inova application in a browser and display a list of all the types of objects you can push your email to (this list is configurable in Inova). Select an object type and click on Next.
   
4. The system will then display the object's input form. Write the name of your new object and click on Enter. Then fill in the other fields as usual.
   
5. Select the documents linked to your email that you also want to push to your Inova application. Then click on Save.
   

Before you can push emails into the system, you need to install and configure the Outlook Add-in. Please refer to the add-in setup article for instructions.

The simplest and fastest way to push an email to the application is to use quick select. This feature lets you select the object you're pushing the email to by searching for it by name. All selected emails and their attachments will be pushed to the root folder of the object's document manager.

Note, however, that this method doesn't give you options such as pushing attachments into subfolders, nor does it allow you to create a new object in the same action. To use these advanced features, please refer to advanced push.

Quick select

1. Select one or more email(s) to push into the application.
2. Go on the "Inova" ribbon and select the type of object you want to push to, then click "Quick select".
3. In the pop up, start typing the name of the object (an agreement, in the above example). It will search the application and present the results. Once you have found what you need, click "Link".

Note that after clicking on "Link", if the add-in detects that contacts linked to the email don't yet exist in the application, it will automatically display the Contact Push pop-up (if activated in the settings).

If the search results don't include the object you're looking for, it may not be in the list yet because it was created recently. Refresh the list by clicking the refresh icon (4). This will refresh the list of options to include the most recently created objects.

Recent Objects

The objects you have most recently pushed emails to are directly available in the "Recent" list without needing to go through the "Quick Select".

In the above example, after the user pushed an email to the "Cox-2 inhibitor agreement", that agreement became directly accessible from the "Recent" list (5). So to push another email to that agreement, the user can just select the email, click Agreement, then select the agreement name from the dropdown list. 

Potential Alerts

• The add-in will not let you push the same email to the same object twice. If this happens, it will display the following message:
  
• The size limit for email attachments is 10MB. If you exceed the limit, the add-in will display the following message. 
  

Purpose of the application

Lead Space provides business solutions by:

1. Leveraging company-wide expertise for better, faster business decisions,
2. Boosting efficiency with S&E workflows, features, and data integrations,
3. Improving visibility by tracking & managing all leads in one place,
4. Promoting collaboration for team alignment & knowledge sharing,
5. Communicating company and TA goals to guide day-to-day activities in a clear and efficient manner,
6. Connecting to the Inova Partnering Platform, Opportunity Portal, One-on-One Platform™ & Cortellis

Mobile-first design

Lead Space has been designed to be mobile optimized, meaning that the application will reformat itself for smartphones and tablets (simplified navigation, larger buttons, reformatted content, etc.).

The interface is simple and straightforward, allowing users to quickly and easily handle briefs and leads in an intuitive manner.

Mobile version

Briefs List	Leads List

Desktop version

Briefs List	Leads List

What is a Brief

A brief represents the company roadmap. A scouting brief is a mission statement for Scouts that reflects the strategy.

In a brief, users can describe what they are looking for and what is excluded.

What is a Lead

A lead represents any contact that an organization has with a potential partner.

Leads could come from a wide range of sources:

• Conferences (in-person or virtual),
• Internal contributors,
• Scouting,
• Partnering intelligence,
• External channels.

Lead details should not contain any confidential data as they are intended to be shared across everyone within the company registered on the application.

This section explains how briefs are categorized and how users can navigate through the briefs page.

The main page of Lead Space lists all the briefs the company is currently working on, divided into 3 categories:

• Recents
• My briefs
• Other briefs

Quick access to briefs

There are two ways to return to the list of briefs:

Main view

By clicking on the Inova logo, users can quickly return to the main page.

Side panel

The left-hand side panel also shows a list of both Recent briefs and My briefs. If users wish to minimize the panel, click on the collapse arrow:

To view the side panel in detail, simply click on the arrow again to expand.

Overview of the briefs page

1. Inova logo: Return to the main page.
2. Plus button: Create a new brief.
3. Briefs are divided into three categories to allow users to easily identify the most pertinent.
   
   • Recents: Briefs that have been recently opened or viewed.
   • My briefs: Briefs that are currently being working on, where the user is either an owner or a member.
   • Other briefs: Briefs that your company is currently working on but of which the user is neither the owner nor a member.
4. Brief's card: Displays the title of the brief and its associated icon (i.e. first letter of the brief + selected color). Click on it to access the list of all leads associated with this brief.

This section explains how to create a new brief.

Once logged in, click on the plus icon towards the top right.

The following pop-up window will appear:

1. Enter the title of the brief.
2. Assign a color that has been pre-defined by your team, to help identify the brief and related leads.
3. Select the type of lead(s) to be associated with this certain brief:

* Note: The type of lead selected on the brief level will determine which classification fields are displayed for all leads related to the specific brief.
It is important to note that once a lead type has been selected, it can no longer be edited. Should a user wish to update the lead type, the brief (including the associated leads) must be deleted and created again.

This section explains the different components of a brief as well as how to organize and manage the content.

Overview

Once a brief has been created, users can start entering the details by filling in the brief definition.

1. This is the owner of the brief, i.e. the person who created it. The owner or brief member(s) has the option to assign the brief to another user, by clicking on the owner's name and then selecting someone from the list.
   
2. Users can add as many members as they wish as long as the members are Lead Space users with the “Manager” role. Only the member(s) assigned to a particular brief has the ability to edit brief descriptions and create opportunities from accepted leads within this brief.
3. A description of the brief can be added by clicking in the brief description box. Users have the option to use the provided template.
   A rich text editor enables users to describe their needs while easily highlighting the most important items using embedded options such as:
   • Format (bold, italic, underline)
   • Lists (bullet or numbered lists)
   • Tabs

Manage members

Add members

Click on the drop-down arrow under Members to search for the user’s name(s).

Remove Members

Click on the drop-down arrow under Members and uncheck the box next to the user’s name(s).

Additional actions

Rename a brief

Only the brief owner or brief member(s) can rename a brief.

1. Click on the brief name.

2. Make preferred changes.
3. Validate changes by clicking on the save button.

Delete a brief

Deleting a brief can only be done by the brief owner and as long as there are no leads associated with it.

Delete the brief by clicking on the three dots toward the upper right corner.

Add a new lead to an existing brief

New leads can be created by the brief owner or the brief member(s).

Once a brief has been selected, create a new lead by clicking on the Create lead button.

Overview

When clicking on a brief, you are taken to the list of leads which are currently in screening stage.

1. You can navigate using the tabs above the list to view leads which are either in Screening, Review, On-hold, Accepted or Declined (please see Lead Workflow article for more details).
2. It represents the number of leads in each stage.
3. You can sort the results by clicking on the column header. Only one sort can be applied at a time.
4. You can open a Lead to access all its details by clicking on the company name / lead title.
5. A maximum of 20 leads are displayed per page. Beyond that, you will have access to the pagination to navigate among all the leads.

In each view, relevant information is displayed depending on the stage of the lead.

Additional action

Move a lead to another brief

In each view, you can move a lead to another brief by clicking on the three vertical dots button.

Move the lead through the workflow

In the screening stage, you can quickly send a lead to review or decline it using the arrow and stop buttons.

In all other stages, you can easily move a lead through the workflow using the status button.

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.