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On the Initiatives > Initiatives screen, you can:
•Add a initiative to the existing list by selecting + New.Upload
a LEAD export package of a initiative from another instance of LEAD.
•Create a New Version of an approved initiative.
•Change the State of a selected initiative.
•Export the selected initiative regardless of State or Status to move it to another LEAD instance or to archive the initiative and store the export file that is generated, and then delete the initiative in LEAD.
•Make a Copy of a selected initiative.
•View the detailed information of the initiative.
•Approve the initiative by selecting View and then Approve.
•Edit the initiative information.
•Comment on the initiative by selecting View and then Comment
.
•Select Show History to review the changes made to the initiative information, including the user name and date/time of saved changes, and revert to an earlier saved revision.
•Delete an archived initiative.