Actions
This guide explains how to use the Actions List in FirstQuadrant, your central inbox for AI-generated to-do items. It covers how to navigate, filter, sort, and manage action items, along with best practices for keeping your sales execution pipeline clear and responsive.
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)
Search
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 high-precision decision-making.
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.