Specialized workflows
Today’s prospect actions
Work through prioritized prospect recommendations by timing and activity type.
Today’s Actions organizes suggested calls, emails, proposals, research, and waiting steps into Now, Today, and This week groups.
What this workspace includes
- Priority groups
- Call, email, proposal, wait, and research actions
- Linked prospect context
- Completion and follow-up
Complete workflow
- 1
Open Today’s Actions
Review the highest-priority group
- 2
Choose an action
Open its prospect context
- 3
Complete the work
Use the relevant communication or document flow
- 4
Update the next step
Keep the prospect current
How records and settings behave
- Actions remain linked to prospects
- Priority communicates recommended timing
- Completing the work does not automatically choose a pipeline stage
Working effectively
- Review context before acting
- Handle Now items first
- Turn open-ended research into a concrete next step
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Today’s prospect actions?
Review the highest-priority group
When is my work saved?
Actions remain linked to prospects
How do I confirm the result?
Return to the related list or detail view and review its current status. Completing the work does not automatically choose a pipeline stage