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Sales Innovations for Prospect Management
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            Open Actionable Lists

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            3. Sales Innovations for Industries Clouds

            Open Actionable Lists

            Open Actionable Lists from App Launcher or from the navigation menu.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Professional, Starter, and Unlimited Editions with the required add-ons
            User Permissions Needed
            To open actionable lists: Actionable Segmentation permission set

            An image illustrating the different ways to open Actionable Lists

            • To open Actionable Lists from App Launcher (1), search for and select Actionable Lists.
            • To open Actionable Lists from the navigation menu, add Actionable Lists (2) to the navigation menu, and then open Actionable Lists from the menu.
              1. In the navigation menu, click Edit.
              2. Click Add More Items.
              3. Search for and select Actionable Lists.
              4. Click Add 1 Nav Item.
              5. Save your changes.
              6. Click Actionable Lists.
             
            Indlæser
            Salesforce Help | Article