Allowable Record Actions on an Initiative

Use this procedure to maintain an initiative using standard record actions.

1. Select Menu, and then Sales & Marketing, and then Initiative, and then Search.
2. Enter your search criteria in the Initiative Query zone.
3. Click Refresh.
4. In the search results list, click the link for the initiative you want to maintain. The selected initiative opens in the Initiative portal.
5. Click the appropriate record action button:
   • Edit – Click the Edit button to edit the main attributes of an initiative. When you click Save, the system updates the record.
   • Duplicate – Click the Duplicate button to create a duplicate of the initiative being displayed. Before the new object is added to the database, a window appears asking you to enter the unique identifier of the new object. When you click OK, the system creates the record by copying the original record.
   • Activate – Click the Activate button to transition a pending or inactive initiative to the active state.
   • Deactivate – Click to Deactivate button to transition an active initiative to an inactive state.
   • Refresh Statistics - Click the Refresh Statistics button to manually initiate the accumulation of the statistics for the initiative.
   • Delete – Click the Delete button and click OK to delete the initiative from the database. Before you delete an initiative, the system verifies that the initiative is not referenced anywhere in the system. If it is, you cannot delete it. For example, if you attempt to delete an initiative, the system ensures the initiative has not been referenced on a lead, etc.