Boost sales productivity using an intelligent worklist


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Enabled for Public preview Early access General availability
Users, automatically - Aug 2, 2021 Oct 1, 2021

Business value

Use an updated intelligent worklist as part of your Sales accelerator workspace. Get suggested actions and stay on top of your to-do list. Focus on the right leads with the prioritized pipeline, automated outreach recommendations, and simple integrated engagement channels. This functionality will help organizations reduce lead qualification time. This will also help sellers focus on the key task at hand while similar tasks can be bundled and completed in one click.

Feature details

The worklist user interface is being enhanced to make it more usable and improve the seller's productivity. Enhanced filtering and sorting experience would improve the efficiency of the sellers. The work list in the Sales accelerator helps sellers prioritize their time and effort to ensure that important records aren't left behind.

See also

Prioritize your sales pipeline by using the work list (docs)