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            Add Members to Actionable Lists with a Quick Action

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            Add Members to Actionable Lists with a Quick Action

            List creatorscan add account, contact, case, opportunity, and lead records to existing actionable lists quickly with the Add to an Actionable List quick action. List creators can use this quick action from list views on object pages or from record pages.

            Required Editions

            Available in: Lightning Experience
            Available in: Clouds that have Industry Sales Excellence and Query for Datapipelines User licenses
            User Permissions Needed
            To add object records as list members:

            Actionable Segmentation

            AND

            Query for Datapipelines User
            1. On an object page, select one or more records in the list view and click Add to an Actionable List. Alternatively, go to a record page and click Add to an Actionable List in the actions menu.
            2. Select the list to which you want to add the record, and click Add.
             
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            Salesforce Help | Article