A new initiative can be created:
- By selecting the 'New Initiative' button on any of the Hub Pages
- By going to a Strategy record and selecting 'Add Initiatives'. (BEST METHOD)
New Initiative on Hub Page
To create a new initiative you can go to any of the Hub Pages and click on the 'New Initiative' button.
You will be prompted in the pop-up below to search for an existing strategy first to link the new initiative/goal to.
If you know the name of the strategy this will be easy to do, otherwise if you don’t know the name go to the Lead Hub to find the strategy. And if you want to do a more comprehensive search do global search to find what your looking for.
Once you have found the strategy to link this new initiative to you can select from the search results and 'Create a new Initiative for the Selected Strategy'.
OR If you need to create both a new Strategy and a new Initiative select the second option.
In this example we will select the first option, so we will just need to create a new initiative.
When creating the New Initiative fill in the fields provided and select CREATE.
You will then be taken directly to the Initiative record page.
Add Initiatives via Strategy Record
This second option is considered the Best Method as when you do this you go straight to Step 3 in the process. By going directly to the Strategy record you want to link to, all you need to do is create the new initiative from the Strategy record page.
Simply click 'Add Initiatives' at the top right of the page to do this.
This pop-up will appear where you can provide details on the New Initiative.
Once you are finished click NEXT.
Once the new initiative has been created you will need to REFRESH your page and then it will appear in Related List on the Strategy record page.
