Section Topics
Initiative List
NOTE Only Full Users can see the Initiative List.
Initiatives are displayed in the Initiatives List. The list displays the total list of initiatives. It cannot be filtered.
The Initiatives List page displays for each initiative:
-
Initiative name
-
Description
The Name column can be sorted by clicking on the Sort icon 
for that column.
To see the linked pursuits and opportunities for any initiative, click on the Details icon 
to the left of the Name. Linked pursuits display the pursuit priority, company name, pursuit type, lead attorney, and date last updated. Linked opportunities display the company name, opportunity type, lead attorney, and date last updated.
To view the linked pursuits and opportunities, click the View 
icon for that row. The linked pursuit or opportunity opens in the Overview screen.
For both linked pursuits and opportunities, you can unlink them from this initiative list. To unlink an object, click the Unlink [object] icon 
on the right end of their row.
