Proactively engage with prospects by using the Actionable List Engagement component on the Account or Contact record page. Promote new products and services to the prospects and transact with them.
| Available in: Lightning Experience |
| Available in: Enterprise, Professional, Starter, and Unlimited Editions |
The Actionable List Engagement component guides you during prospect engagements by providing helpful tools. Some of these tools are preconfigured call scripts, actions to complete transactions, and features to take notes on the outcome of the call and to send feedback survey.
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