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Sales Innovations for Prospect Management
Work with Actionable Lists Created from Data 360 Data Model Objects

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Work with Actionable Lists Created from Data 360 Data Model Objects

Set priority, assign Omniscripts for guided interactions, and assign actionable lists to users to engage with prospects, including existing customers.

Required Editions

Available in: Lightning Experience
Available in: Clouds that have Industry Sales Excellence and Data 360 licenses

After you create an actionable list, prepare it for your users and keep its membership current as your Data 360 data changes.

To understand who can view, edit, and delete list members after you share a list, review How Actionable List Sharing Works.

Add the latest records: To update a list with the latest Data 360 data, open the list and click Add Latest Records quick action. The list membership updates to match the current data, and records that are newly added to the list are assigned the default status defined for the list.

Map your objectives and actions with resource links.

Objective Link to Resources
As list creators, set a priority and configure an Omniscript in actionable lists. View list members and configure and assign lists to users. Configure and Assign Actionable Lists
As users, prioritize your daily tasks in the Outreach List. Click a prospect in an Outreach List to view the record details. Outreach List
As users, perform engagements by using preconfigured call scripts, actions to complete transactions, and features to take notes on the outcome of a call and to send feedback surveys. Actionable List Engagement

Considerations for Lists That Use Data 360 Data Model Objects

Consider these limitations when you work with lists that use Data 360 data model objects:

  • You can't customize the columns in the list builder. The columns come from the DMO used by the Actionable List Definition.
  • After you save a list, you set member statuses on individual records, but you can't change the statuses that are available. The available statuses come from the Actionable List Definition.
 
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