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Sales Innovations for Prospect Management
Open Actionable Lists

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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.
 
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