Configuring and Assigning Actionable Lists by Using Actionable List Members

List creators can update the engagement status of prospects, set up the priority of an actionable list, and associate an OmniScript with the actionable list to guide agents when they engage with prospects. List creators can also sort prospects and assign them to the owner of the member records or assign all the prospects to an agent or a queue.

The Outreach List component allows agents to see the assigned prospects. The Actionable List Engagement component guides agents to engage with the assigned prospects.

• Actionable List Members Add-Ons and Permissions
  Users access Actionable List Members in their Salesforce org through supported editions, add-ons, and permissions.
• Enable the Actionable Lists Tab
  Make the Actionable Lists tab available for list creators so that they can access actionable lists.
• Open Actionable Lists
  Open Actionable Lists from App Launcher or from the navigation menu.
• Add Actionable List Members to a Page
  Make the Actionable List Members component available to list creators by adding the component to the Actionable List record page.
• Add Show List Member Details to a Page
  Get a quick view of an actionable list member’s basic information with the Show List Member Details component. The Show List Member Details component shows details such as the member’s name, phone number, address details, account type, and annual revenue. The component also shows Action Launcher that lets you quickly launch processes to create a case, lead, or any other record as per your business needs.
• Provide List Creators Access to Objects
  Give list creators access to the objects that they need to configure actionable lists and KPI Bar.
• Create Custom Key Performance Indicators
  Help list creators gain customized insights into actionable lists by creating custom key performance indicators (KPIs). List creators can add the custom KPIs to KPI Bar.
• Bulk Actions for List Creators
  To help list creators perform bulk actions on the actionable list members or prospects in the Actionable List Members component, create Lightning web component-based bulk actions, screen flow-based bulk actions, and OmniScript-based bulk actions.
• View Actionable List Members
  Manage your agents and business efficiently by using the Actionable List Members component. Select an actionable list to view the associated prospects in the Actionable List Members component.
• Filter Actionable List Members
  Apply filters to narrow down the list of actionable list members or prospects and assign them to agents easily.
• Configure and Assign Actionable Lists
  Prioritize actionable lists based on business goals, and help agents engage with prospects.