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Sales Innovations for Prospect Management
Configure Actionable List Member Statuses

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Configure Actionable List Member Statuses

You can configure list member status values to represent the status of client engagement activities planned for list members. For example, if a client engagement activity is to call list members, the various call status values are Successful, Failed, Busy, No-Answer, and Canceled. You can add these status values and icons that best represent these status values.

Required Editions

Available in: Lightning Experience
Available in: Clouds that have Industry Sales Excellence and Query for Datapipelines User licenses
User Permissions Needed
To configure list member statuses:

Actionable Segmentation
  1. From Setup, in the Quick Find box, enter Actionable Segmentation, and then select Actionable Segmentation Settings.
  2. Locate the list definition, and click the corresponding List Member Status Count entry.
  3. Add a unique status value, and select an icon that best represents the new status value. You can add multiple status values.
  4. Save your changes.
Note
Note You can edit the status values at a later point in time, but can’t delete them.
 
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