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Smart Lists for a Personalized Sales Experience!

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edited Sep 7, 2021 5:30PM in Sales 1 comment

Summary

Get Smart Lists for your team after you enable Workspace!

Content

With Smart Lists you get an effective alternative to navigating and searching for Sales records. The dynamic, contextual smart lists utilize underlying Workspace capabilities to adapt to how you work and provide you with relevant information in Workspace, Actionable Infolets, and the new CX Sales Mobile app (General Availability in Update 20C!).

To help you understand Smart Lists capabilities, we have assembled three key resources for you. We refer to these collectively as a Feature Kit, and they will take less than 30 minutes for you to review:

  1. Short (2 minute) video overview of Smart Lists, expected benefits, implementation, and proposed next steps.

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