The Initiative Screen allows you to edit the Initiative name and Description. This is also where you can control various settings and assign rules to the Initiative.
The Initiative screen provides the following features:
Filter by Rule Rype - Defaults to all, allows you to view either Influencer rules that can be seen in the Opportunity Matrix once mapped or Conversion rules that allow users to highlight what marks success for the Initiative which will be used in backend calculations.
Filter by Target - Defaults to all, of select from dev, test or production
Search - Honours the previous filter
Refresh - Refreshes the Rules
Settings -
The screen by default will show:
Status
Rule Name - Default Sort
Rule Version number
Client the Rule belongs too
Target the Rule is saved n
Last Modified
Rule
