Managing initiatives

The Client console is where you'll find all your clients that you manage. You can see their hardware replacement opportunities, as well as their hardware and software status in a high-level graph.

Navigate to the Client console by clicking Clients in your left-hand navigation bar.

You have the ability to view all initiatives in their various states for clients. You can view, edit, re-send and review initiatives.

Access Client Initiatives

To access the Initiatives for a specific client:

  1. Navigate to your client's page
  2. Select a client from the list
    Client Initiatives are accessible under the Initiatives tab
  3. Open an Initiative by clicking the name of the Initiative.
    The status of the Initiative indicates what you can do with the proposal.

Creating initiatives from the Initiative list view

Initiatives aren't limited to creating a new Initiative from an Insights pane. In fact, to ensure that you have the ability to act on specific problem assets, you also have the ability to create initiatives from the Initiative list view.

Here are the steps to do that:

  1. Navigate to your client's page
  2. Click the Initiatives tab
  3. Click the New Initiative button
  4. From the New Initiative dialog, select from the list of existing templates (recommended if you know what assets you'll be adding) or choose No template (a template can be manually added later).
  5. Once the desired template is selected, click Finish.

When creating a new initiative from the Initiative list view, no assets are, by default, included in the draft Initiative. You customize the Initiative by manually adding individual assets to the Initiative or by adding assets from an Insight to this existing Initiative.

Proposal Notifications

When proposals are accepted or rejected by a client, you are notified by an alert. Alerts are accessible throughout the platform.