Act Directly on Items in My List

Take actions on any item on the list using the Actions menu. No need to drill down into the details.

To take action on My List:

1. Click Actions (the three dots) on an item.
2. Select an action. The action available depends on the type of item. For accounts, for example, you can create contacts, tasks, appointments, and opportunities. You can also take notes and you can send email to the primary contact.