---
schema_version: "1"
id: e7bd8a9dcb886e683113e7ba61df49dfd5300e089301887064ed4fa2a56a349d
title: Manage Your Prioritized Signals
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_workspace_manage_prioritized_suggestions.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_workspace_manage_prioritized_suggestions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a06cc638933c77e441548c844897acd7fb9da2e60adc4254b0029c75b6fbcb92
description: To help you focus on the work that matters most, Sales Workspace shows sellers a prioritized feed of signals. Each entry in the feed shows a signal, contextual details such as the related record, and the suggested action to take.
products:
  - Sales Cloud
release: "264"
---
# Manage Your Prioritized Signals

To help you focus on the work that matters most, Sales Workspace shows sellers a prioritized feed of signals. Each entry in the feed shows a signal, contextual details such as the related record, and the suggested action to take.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Agentforce 1 Sales</strong> editions with the Sales Foundation add-on.</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_note.png)

Note Depending on the scenario, the wording of signals that come from Pipeline Management can differ from what’s in the table.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <thead class="slds-text-title_caps ">
        <tr><th class="slds-cell-wrap" scope="col" id="d62235e57">display criteria</th>
        <th class="slds-cell-wrap" scope="col" id="d62235e60">Signal</th>
        <th class="slds-cell-wrap" scope="col" id="d62235e63">suggested action</th>
      </tr></thead>
      <tbody><tr class="">
        <td class="slds-cell-wrap" data-label="display criteria" headers="d62235e57">You were assigned as the owner of a lead, or multiple leads, in the last 24
          hours.</td>
        <td class="slds-cell-wrap" data-label="Signal" headers="d62235e60">Contact New Lead or Contact New Leads</td>
        <td class="slds-cell-wrap" data-label="suggested action" headers="d62235e63">Assign to Agent or Send Email</td>
      </tr>
      <tr class="">
        <td class="slds-cell-wrap" data-label="display criteria" headers="d62235e57">You’re the assigned owner of a lead, or multiple leads, created within the last 90
          days that doesn’t have any completed activities.</td>
        <td class="slds-cell-wrap" data-label="Signal" headers="d62235e60">Engage Uncontacted Lead or Engage Uncontacted Leads</td>
        <td class="slds-cell-wrap" data-label="suggested action" headers="d62235e63">Assign to Agent or Send Email</td>
      </tr>
      <tr class="">
        <td class="slds-cell-wrap" data-label="display criteria" headers="d62235e57">You’re attending an event within the next 24 hours and the event has an opportunity
          or account associated with it.</td>
        <td class="slds-cell-wrap" data-label="Signal" headers="d62235e60">Prepare for Meeting or Prepare for All Day Meeting</td>
        <td class="slds-cell-wrap" data-label="suggested action" headers="d62235e63">Prepare</td>
      </tr>
      <tr class="">
        <td class="slds-cell-wrap" data-label="display criteria" headers="d62235e57">If Pipeline Management is turned on, this appears when the agent signals updating
          the Next Step field for an opportunity. If Pipeline Management is turned off, this appears
          when an opportunity in the current forecast period hasn’t had a Next Step update in the
          last 7 days. <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
            <div class="slds-media slds-media_responsive">
              <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-note"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_note.png" alt="Note"></span></div>
              <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Note</span> The Next Step field appears in the Edit window only if it’s added to
                the page layout.</div>
            </div>
          </div>
        </td>
        <td class="slds-cell-wrap" data-label="Signal" headers="d62235e60">Update Next Step</td>
        <td class="slds-cell-wrap" data-label="suggested action" headers="d62235e63">Update</td>
      </tr>
      <tr class="">
        <td class="slds-cell-wrap" data-label="display criteria" headers="d62235e57">You have Pipeline Management turned on and have a signal from the agent to update
          the Stage field for an opportunity.</td>
        <td class="slds-cell-wrap" data-label="Signal" headers="d62235e60">Update Stage</td>
        <td class="slds-cell-wrap" data-label="suggested action" headers="d62235e63">Review</td>
      </tr>
      <tr class="">
        <td class="slds-cell-wrap" data-label="display criteria" headers="d62235e57">You have Pipeline Management turned on and have a signal from the agent to update a
          custom opportunity field or multiple opportunity fields.</td>
        <td class="slds-cell-wrap" data-label="Signal" headers="d62235e60">Update Opportunity Fields</td>
        <td class="slds-cell-wrap" data-label="suggested action" headers="d62235e63">Review</td>
      </tr>
      <tr class="">
        <td class="slds-cell-wrap" data-label="display criteria" headers="d62235e57">You have Email Capture turned on and have a signal from the agent to reply to an
          email from a key lead or contact that hasn’t been replied to in the last 7 days.</td>
        <td class="slds-cell-wrap" data-label="Signal" headers="d62235e60">Reply to an Overdue Email Message</td>
        <td class="slds-cell-wrap" data-label="suggested action" headers="d62235e63">Reply to Email</td>
      </tr>
      <tr class="">
        <td class="slds-cell-wrap" data-label="display criteria" headers="d62235e57">You have Pipeline Management turned on and have a signal from the agent to send a
          follow-up email to someone or multiple people.</td>
        <td class="slds-cell-wrap" data-label="Signal" headers="d62235e60">Send Follow-Up Emails</td>
        <td class="slds-cell-wrap" data-label="suggested action" headers="d62235e63">Draft Email</td>
      </tr>
      <tr class="">
        <td class="slds-cell-wrap" data-label="display criteria" headers="d62235e57">You have Pipeline Management turned on and have a signal from the agent to schedule
          a follow-up meeting with someone or multiple people. </td>
        <td class="slds-cell-wrap" data-label="Signal" headers="d62235e60">Schedule Follow-Up Meetings</td>
        <td class="slds-cell-wrap" data-label="suggested action" headers="d62235e63">Draft Email</td>
      </tr>
    </tbody></table>

- **[Take Actions on Signals](https://help.salesforce.com/s/articleView?id=sales.sales_workspace_take_actions_on_suggestions.htm&release=264.0.0&type=5)**  
    Depending on the features turned on and the permissions you have, the suggested actions for a signal can differ. Click the suggested action to complete it, either manually or by routing the action to an agent.
- **[Post About an Escalated Case in Slack](https://help.salesforce.com/s/articleView?id=sales.sales_workspace_post_escalated_case_in_slack.htm&release=264.0.0&type=5)**  
    Identify and address risk on important accounts and opportunities by reviewing escalated case insights directly on your home page. Start or continue a Slack conversation about an escalated case without leaving your Sales Workspace feed, so that you can quickly get ahead of a risk to your deal.