Applications Administration Guide > Strategic Selling >

Viewing and Adding Best Actions

The Best Actions view presents the actions in the Possible Actions view that the sales team has selected as the best choices to advance the opportunities. This view helps keep the entire sales team on the same page by providing one location for action planning and logging status. You can assign best actions to people on your opportunity team and these actions appear in their activities list. It also helps teams monitor cumulative progress towards sales goals.

To add best actions

  1. Navigate to the Opportunities screen > List view.
  2. Drill down on an opportunity record.
  3. Click the Strategic Selling view tab.
  4. In the lower link bar, click Best Actions.

    The possible actions you previously selected as best automatically appear in the Best Actions list.

  5. In the list, create a new record and complete the necessary fields.

    Some fields are described in the following table.



    Enter the description of the action in the text field. This description appears in the Activities list for the Opportunity. You can set the Display field to display the best action in your Calendar and Activities lists, your To-Do and Activities lists, or Activities Only.


    The default is the user that created the Best Action. You can assign the action to another employee or person on your sales team.


    Automatically populated. An action must have a start date to appear in the Calendar.


    Click the Calendar control and choose the completion date for the action.


    Indicate the status for an action by selecting it from the list of values.


    Indicate where you want the action to appear by selecting from the list of values. Options are Calendar and Activities, To-Do and Activities, and Activities Only. The default is Calendar and Activities.

Applications Administration Guide