Viewing Existing Strategies

Navigate to Partner Management > Success Plans and click View Strategies. A list of your current Strategies opens.

The list displays this information for each Strategy:

Parameter	Type	Description
Name	Text	The name of the Strategy. Click the up and down arrows next to Name to view in alphabetical order.
Description	Text	More information about the Strategy. The description should provide information that will help administrators effectively manage the Strategy and associated Success Plans. This is especially useful if you have multiple Strategies.
Status	Drop Down	The current status of the Strategy: Upcoming - the Strategy's Start Date is set in the future. In Progress - the Strategy's Start Date has passed but the End Date has not.  Ended - the Start Date and End Date of Strategy have both passed.
Start Date / End Date	Date	The validity dates for the Strategy. Click the up and down arrows next to Start Date/End Date to sort the list in ascending/descending order. The Start and End Dates for the Strategy form the validity dates for the Success Plan they're associated with.