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Inova Partnering Platform
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  • ★
    Automated notifications for contact creation
  • ★
    Configure default document folders, milestones, and activities
  • ★
    Configure menus
  • ★
    Configure page layouts per profile
  • ★
    Configure the Cortellis Connector
  • ★
    Create ad-hoc reports from a list
  • ★
    Create users and manage their rights, groups & profiles
  • ★
    Email Templates
  • ★
    Import data with Excel files
  • ★
    Manage list values, labels, and help text
  • ★
    Manage opportunity portal settings
  • ★
    Merge duplicate companies and contacts
  • ★
    Replace a user to transfer ownership
  • ★
    Reset a user's list views
  • ★
    Reviews administration
  • ★
    Secondary system administration functions
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