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Overview

At the core of FirstQuadrant’s experience is the actions list — your command center for daily sales activity. Unlike traditional CRMs that rely on kanban-style pipeline views, FirstQuadrant streamlines everything into a single, intelligent list of AI-generated tasks that guide your sales execution.

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What is the actions list?

The actions list is a dynamically generated to-do list created by FirstQuadrant’s AI. It surfaces only the tasks that require your input or approval. Each item in the list represents a suggested next step in your sales pipeline — planned and proposed by the system based on ongoing signals and context.

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Examples of triggers that generate action items

  • A new inbound email is received.
  • A contact schedules a call.
  • A prospect visits your website or signs up via a connected form.
  • A deal becomes stale.
  • A calendar event is occurring and notes should be added.
Once a signal is detected, FirstQuadrant reasons about it and creates a proposed next step, such as following up, scheduling a call, or sending a pricing PDF. These tasks are then added to your actions list — for you to quickly approve, reject, or modify.

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How to use the actions list

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1. Start your day here

Open the app, and your actions list will greet you. This list replaces the need to manually dig through your CRM pipeline or email threads.

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2. Review each task

Click into any item to see more details. You’ll see the context (contact, company, past interactions), proposed action, associated tags (like “Follow-up”, “Scheduling”, “Note”), and the suggested communication.

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3. Approve or edit

If the suggestion is correct, approve it and FirstQuadrant will execute the next step. If not, you can edit or override it. This collaboration between you and the AI keeps your pipeline moving without micromanaging.

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4. Maintain inbox zero

Think of the actions list as your “Inbox Zero” for sales. At the end of the day, if the list is empty, you can be confident that no important sales conversations or follow-ups are left unattended.

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Why FirstQuadrant removes the pipeline view

FirstQuadrant intentionally removes traditional CRM pipeline boards. Instead of forcing you to maintain and update a rigid visual structure, we let the AI handle pipeline logic in the background and surface only the actions that matter to you. This removes cognitive overhead and helps you stay focused on doing the work, not organizing it.