​
Overview

The actions tab is the operational heart of FirstQuadrant. It serves as your AI-curated inbox of to-do items, dynamically generated based on ongoing sales conversations and activity. Every item on this list reflects a step the AI believes should be taken next. Your goal: process this list until it’s empty, just like clearing out your inbox at the end of the day.

​
Structure of the actions list

The actions list is divided into two key sections:

​
Main action list

Each row in the list contains by default:

  • Contact: The person associated with the task.
  • Action: A description of what the AI recommends doing next (e.g., send follow-up email, reschedule demo).
  • Tags: Indicators that give quick insight into the context of the last activity (e.g., “Nurturing”, “Follow-ups”, “Positive”).
  • Date: When the task was created.
  • Assignee: The team member responsible for completing the action.

​
Context panel (right side)

When you click on a row, the panel shows detailed context for that action:

  • Deal details: Status, stage, pipeline, and value.
  • Contact details: Name, status, time zone, email, LinkedIn, etc.
  • Company details: Name, description, website, funding info, and historical funding round data.

​
Managing and filtering actions

​
Filter options

Click on Filters above the action list to narrow down results. Filter by:

  • Team member
  • Contact attributes (name, nickname, website, location, time zone, etc.)
  • Deal info (stage, value, company attributes)
  • Tags such as “part of a campaign”, “unsubscribed”, or “archived”

​
Display settings

Click on Display (top right) to:

  • Choose which data columns are shown in the action list
  • Sort actions by creation date or other fields (e.g., contact name, last received, company, action)

Use the search bar to quickly locate specific action items by keyword.

​
Understanding action statuses

Each action item can be in one of four states:

​
To do

Items that require immediate attention. These are your daily priorities and appear by default in the actions list.

​
Later

Tasks scheduled for the future or snoozed items. These do not require action now.

​
Processing

Indicates that FirstQuadrant’s AI is currently working on these items. You’ll see a “Processing X actions” label at the top right when active.

​
Completed

Tasks that have been approved or otherwise resolved.

​
Taking action on your list

You can handle to-do items individually or in bulk:

​
Individual management

Click any row to view context and either approve or modify the recommendation. This allows for individual approval of each action item.

​
Bulk actions

Hover over the left side of the list to select multiple items. At the bottom of the screen, you can then:

  • Approve all selected actions
  • Snooze them (move to Later)
  • Delete them
  • Export the selection

​
Best practices

  • Empty your to-do list daily: Treat it like your inbox. If it’s full, decisions are pending.
  • Review context before approving: Always check the context panel if unsure.
  • Use filters to declutter: Especially useful if your list includes items not immediately relevant (e.g., long-term nurtures).
  • Bulk-approve repetitive actions: Speeds up execution for high-volume campaigns or follow-ups.

​
Summary

The actions list is your day-to-day execution layer in FirstQuadrant. The AI does the heavy lifting by recommending next steps. Your job is simply to approve, modify, or decline — and to ensure nothing important gets missed. When used properly, this system ensures you and your team always act on the most meaningful sales opportunities with precision and efficiency.