The Client console is where you'll find all the 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, edit, review, send and approve initiatives.
Access Client Initiatives
To access the Initiatives for a specific client:
Navigate to your client's page
Select a client from the list
Client Initiatives are accessible under the Initiatives tabOpen an Initiative by clicking the name of the Initiative.
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:
Navigate to your client's page
Click the Initiatives tab
Click the New Initiative button
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).
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 unapproved 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 approved by a client, you are notified by an alert. Alerts are accessible throughout the platform.