Set priority, assign OmniScripts for guided interactions, and assign actionable lists to sales or service reps to engage with prospects including existing customers.
Required Editions
| Available in: Lightning Experience |
| Available in: Clouds that have Industry Sales Excellence Add On and Query for Datapipelines User licenses |
After you create an actionable list, set a priority for it and associate an OmniScript to guide reps to engage with prospects.
Map your objectives and actions with resource links.
| OBJECTIVE | LINK TO RESOURCES |
|---|---|
| As list creators, set a priority and configure OmniScript in actionable lists. Assign actionable lists to sales or service reps. | Actionable List Members |
| As sales or service reps, prioritize your tasks for the day by looking at Outreach List. Click a prospect in an Outreach List to view the record details. | Outreach List |
| As sales or service reps, perform client engagements by using preconfigured call scripts, actions to complete transactions, and features to take notes on the outcome of a call and to send feedback surveys. | Actionable List Engagement |