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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.

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Structure of the actions list

The actions list is divided into two key sections:

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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

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Context panel (right side)

When you click on a row, the context 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

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Managing and filtering actions

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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”

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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.

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Understanding action statuses

Each action item can be in one of four states:

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To do

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

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Later

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

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Running

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

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Completed

Tasks that have been approved or otherwise resolved.

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Taking action on your list

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

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Individual management

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

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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

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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 when unsure
  • Use filters to declutter: Especially useful if your list includes items not immediately relevant (e.g., long-term nurtures)
  • Bulk-approve repetitive actions: This speeds up execution for high-volume campaigns or follow-ups

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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.
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