Actionable items are tasks or communication activities that require a follow up in Sell. For example, you might have an email or text message from a contact or lead that you haven't read yet, or an overdue task.
You can view actionable items from the Working Center, from the Leads, Contacts, and Deals pages, and through any smart lists you’ve created for your leads, contacts, and deals.
To access the Working Center, click the Working Center button.
The Working Center displays your working list and your smart lists. Where there are actionable items, you'll see a red dot:
Hover over your working list and you'll see the actionable items in the working list details, including the types of items you need to action. In this example, there are two actionable items for contacts. One is an email action, and one is a task action:
When you apply the filter, hover over the item to see the type of actionable item for the lead, contact, or deal: