|
<< Click to Display Table of Contents >> Navigation: Initiatives > Work with Initiatives |
On the Initiatives > Initiatives screen, you can:
•Add a
initiative to the existing list by selecting + New.
•Upload
a LEAD export package of an initiative from another instance of LEAD.
•Search
for an initiative.
•Create a New Version
of an approved initiative.
•Change the State of a selected initiative.
•Export
the selected initiative regardless of State or Status to move it to another LEAD instance or to archive the initiative and store the export file that is generated, and then delete the initiative in LEAD.
•Make a Copy
of a selected initiative.
•View
the detailed information of the initiative.
•Approve the initiative by selecting View
and then Approve.
•Edit
the initiative information.
•Comment on the initiative by selecting View
and then Comment
.
•Select Show History
to review the changes made to the initiative information, including the user name and date/time of saved changes, and revert to an earlier saved revision.
•Delete
an archived initiative.