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Sales Innovations for Prospect Management
Edit Actionable Lists

Edit Actionable Lists

List creators can edit an existing actionable list to change its name, description, priority, and list status.

Required Editions

Available in: Lightning Experience
Available in: Clouds that have Industry Sales Excellence and Query for Datapipelines User licenses
User Permissions Needed
To edit an actionable list: Actionable Segmentation
  1. From the App Launcher, find and select Actionable Lists.
  2. From the action menu of the list that you want to edit, select Edit.
  3. Change the name, description, priority, and list status as required.
  4. Save the changes.
 
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Salesforce Help | Article