--- schema_version: "1" id: 288f9f4dc0314b97faf0d084d54e6c59c99ba2d0f24067c47d9bc8f16fcda432 title: Configuring and Assigning Actionable Lists by Using Actionable List Members collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/actionable_list_members.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.actionable_list_members.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: ca64b98684117966308774f03e1bd00fed4562fc9ce933a6bf3795cb13288043 description: Help list creators view actionable list members or prospects, including existing customers. Enable list creators to set up and assign actionable lists to sales agents or service agents. The agents can then engage with and build trusted relationships with prospects. products: - Industry Solutions - Cross Cloud release: "264" --- # Configuring and Assigning Actionable Lists by Using Actionable List Members Help list creators view actionable list members or prospects, including existing customers. Enable list creators to set up and assign actionable lists to sales agents or service agents. The agents can then engage with and build trusted relationships with prospects. ### Required Editions
Available in: Lightning Experience
Available in: Enterprise, Professional, Starter, and Unlimited Editions with the required add-ons
List creators can update the engagement status of prospects, set up the priority of an actionable list, and associate an OmniScript with the actionable list to guide agents when they engage with prospects. List creators can also sort prospects and assign them to the owner of the member records or assign all the prospects to an agent or a queue. The Outreach List component allows agents to see the assigned prospects. The Actionable List Engagement component guides agents to engage with the assigned prospects. - **[Actionable List Members Add-Ons and Permissions](https://help.salesforce.com/s/articleView?id=ind.actionable_list_members_permissions.htm&release=264.0.0&type=5)** Users access Actionable List Members in their Salesforce org through supported editions, add-ons, and permissions. - **[Enable the Actionable Lists Tab](https://help.salesforce.com/s/articleView?id=ind.enable_the_actionable_lists_tab.htm&release=264.0.0&type=5)** Make the Actionable Lists tab available for list creators so that they can access actionable lists. - **[Open Actionable Lists](https://help.salesforce.com/s/articleView?id=ind.open_actionable_lists.htm&release=264.0.0&type=5)** Open Actionable Lists from App Launcher or from the navigation menu. - **[Add Actionable List Members to a Page](https://help.salesforce.com/s/articleView?id=ind.add_actionable_list_members_to_a_page.htm&release=264.0.0&type=5)** Make the Actionable List Members component available to list creators by adding the component to the Actionable List record page. - **[Add Show List Member Details to a Page](https://help.salesforce.com/s/articleView?id=ind.add_show_list_member_details_to_a_page.htm&release=264.0.0&type=5)** Get a quick view of an actionable list member’s basic information with the Show List Member Details component. The Show List Member Details component shows details such as the member’s name, phone number, address details, account type, and annual revenue. The component also shows Action Launcher that lets you quickly launch processes to create a case, lead, or any other record as per your business needs. - **[Provide List Creators Access to Objects](https://help.salesforce.com/s/articleView?id=ind.provide_list_creators_access_to_objects.htm&release=264.0.0&type=5)** Give list creators access to the objects that they need to configure actionable lists and KPI Bar. - **[Create Custom Key Performance Indicators](https://help.salesforce.com/s/articleView?id=ind.create_custom_kpis.htm&release=264.0.0&type=5)** Help list creators gain customized insights into actionable lists by creating custom key performance indicators (KPIs). List creators can add the custom KPIs to KPI Bar. - **[Bulk Actions for List Creators](https://help.salesforce.com/s/articleView?id=ind.actionable_list_members_create_bulk_actions.htm&release=264.0.0&type=5)** To help list creators perform bulk actions on the actionable list members or prospects in the Actionable List Members component, create Lightning web component-based bulk actions, screen flow-based bulk actions, and OmniScript-based bulk actions. - **[View Actionable List Members](https://help.salesforce.com/s/articleView?id=ind.view_actionable_list_members.htm&release=264.0.0&type=5)** Manage your agents and business efficiently by using the Actionable List Members component. Select an actionable list to view the associated prospects in the Actionable List Members component. - **[Filter Actionable List Members](https://help.salesforce.com/s/articleView?id=ind.filter_actionable_list_members.htm&release=264.0.0&type=5)** Apply filters to narrow down the list of actionable list members or prospects and assign them to agents easily. - **[Configure and Assign Actionable Lists](https://help.salesforce.com/s/articleView?id=ind.configure_actionable_lists.htm&release=264.0.0&type=5)** Prioritize actionable lists based on business goals, and help agents engage with prospects. #### See Also - [Actionable Segmentation](https://help.salesforce.com/s/articleView?id=ind.actionable_segmentation.htm&type=5&language=en_US) - [Outreach List](https://help.salesforce.com/s/articleView?id=ind.the_outreach_list_component.htm&type=5&language=en_US) - [Actionable List Engagement](https://help.salesforce.com/s/articleView?id=ind.actionable_list_engagement.htm&type=5&language=en_US) - [OmniScripts](https://help.salesforce.com/s/articleView?id=xcloud.os_omniscripts_8355.htm&type=5&language=en_US)