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Sales Innovations for Prospect Management
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          Open Actionable Lists

          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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          Salesforce Help | Article