Initiative Portal
You use the Initiative portal to maintain initiatives.
The Main page contains the following zones:
• Initiative: Displays the basic information about the initiative.
• Initiative Eligibility Criteria Overview: Displays initiative eligibility criteria associated with the initiative.
• Related Object Criteria Overview: Displays criteria for finding one or more related objects (such as, a premise) to link to a lead.
• Initiative Hierarchy: Displays the entire hierarchy of initiatives that the selected initiative is a part of.
• Initiative Leads: Displays the leads that are associated with the initiative.
• Lead Processing: Allows you to submit the lead generation or lead disposition batch process.
The Statistics page contains the following
• Lead Summary by Representative: Displays the summary of leads for the initiative hierarchy, grouped by representatives.
• Initiative Leads: Displays the leads that are associated with the initiative.
• Lead Outcome Graph: Displays the number of leads linked to the initiative hierarchy that entered the final state within the last 24 months.
• Lead Statistics: Displays statistics for the leads associated with the initiative.
• Lead Monthly Statistics: Displays statistics for the leads associated with the initiative on a monthly basis.
• Unassigned Leads: Displays leads that are not yet assigned to a sales representative and are not in a final state. (Note: Leads can be assigned to a sales representative in bulk.)
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