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.
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.
The actions list is divided into two key sections:
Each row in the list contains by default:
When you click on a row, the panel shows detailed context for that action:
Click on Filters above the action list to narrow down results. Filter by:
Click on Display (top right) to:
Use the search bar to quickly locate specific action items by keyword.
Each action item can be in one of four states:
Items that require immediate attention. These are your daily priorities and appear by default in the actions list.
Tasks scheduled for the future or snoozed items. These do not require action now.
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.
Tasks that have been approved or otherwise resolved.
You can handle to-do items individually or in bulk:
Click any row to view context and either approve or modify the recommendation. This allows for individual approval of each action item.
Hover over the left side of the list to select multiple items. At the bottom of the screen, you can then:
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.