Set priority, assign OmniScripts for guided interactions, and assign actionable lists to
sales or service agents to engage with prospects including existing customers.
Required Editions
Available in: Lightning Experience
Available in: Clouds that have Industry Sales Excellence Add On and Query for
Datapipelines User licenses
After actionable lists are created, list creators such as sales or service executives can set a
priority for each list. They can also associate an OmniScript with a list to guide agents engage
with prospects.
Map your objectives and actions with resource links.
OBJECTIVE
LINK TO RESOURCES
As list creators, set a priority and configure OmniScript in actionable lists. Assign
actionable lists to sales or service agents.
As sales or service agents, prioritize your tasks for the day by looking at Outreach
List. Click a prospect in an Outreach List to view the record details.
As sales or service agents, perform client 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.
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