Initiatives provide fee earners and other users with clarity and detail around what needs to be done to achieve a higher-level Objective. You can align and link specific Initiatives to your Objectives. This will be done within the Business Planning tool as well, and like Objectives you’ll have the ability to:
- Create, view, and edit Initiatives within an Objective
- Link Initiatives to Contacts, team members and target companies
- Explore relationships between team members and targets
- Track associated activities
Business Planning features are only available to Strategic users.