Action Bar at the Top of the Record Overview

The Action Bar is a search box at the top of every record overview. It is key to working in Digital Sales.

Tips for Using the Action Bar

Here are ways that you can take actions on a record.

Action	How to get the result
To get to your most frequently used items.	Put your cursor in the Action Bar and choose from the list of suggested actions.
To update information	Start typing an action or the name of a field that you want to update and select what you want to do from the list of suggestions. For example, entering add for an account displays a list of things you can add to the account such as a contact, or a team member.
Get suggestions for actions that you can take.	For suggestions, the Action Bar looks for key verbs and names of objects and fields. Entering update gets you a list of things you can update. Entering address gets you Add Address and Update Address because both actions relate to addresses. You don't have to remember all of the verbs, many times a synonym will do. The Action Bar understands if you enter "edit" instead of "update". The Action Bar displays different suggestions for different sales objects. For example, "Qualify" is an action you can take on a lead, but not on an account.
To follow up with a contact.	Go to that account and enter the action call or email and press Return. This starts the call or opens the email compose window. If you take these actions from an account or an opportunity with multiple contacts, the action is directed to the primary contact.
To display activities of a particular type.	To display only a specific type of information in Activities, enter filter and select what you want to display.
To search by keyword through the text of emails, notes, and tasks in Activities.	Enter a keyword for something that you want to find in Activities and press Return. For example, entering service and pressing Return, displays all tasks, appointments, notes, emails, and call logs that include the word "service". You can enter multiple keywords to narrow down your search. Email threads display only the first line of each email, so the search works only on the first line of emails. You can only search on words that aren't one of the keywords, so you can't search on the word "update" for example.

Apply Filters

Here are some of filters that you can enter in the Action Bar to narrow down the list of activities in a record.

Filter	What It Displays
Appointments	All scheduled and past appointments.
Tasks	All scheduled and past tasks.
Notes	All notes.
Field Changes	All field updates.
All Communication	All emails and phone call notes.
Email Communication	All email threads.
Phone Communication	All call logs.

Get a List of Suggested Actions

The list of suggestions is different for every object, but here's some samples of what you get when you enter key terms for accounts.

• Enter show to display all the information you can review on an account.

  Suggestions	Description
  show Activities	Takes you to the page where you can review and update activities, take notes, update tasks, reply to emails, and so on.
  show Addresses	Displays all of the addresses for the account. Here you can specify address type and designate any address as the primary address.
  show Attachments	Add attachments and access existing ones.
  show Email Addresses	Displays all of the email addresses. You can classify the purpose of each email and designate one as primary for the account. From here, you can edit the email addresses to specify if they're OK to use or not.
  show Leads	Display a list of all of the leads related to the account that you have permission to access.
  show Opportunities	Display a list of all opportunities related to the account that you have permission to access.
  show Phone Numbers	Displays all the phone numbers for the account. You can classify the purpose of each phone number and designate one as primary for the account. From here, you can edit the phone numbers to specify if they're OK to use or not.
  show Service Requests	Display a list of all service requests you have permission to view.
  show Team Members	View and edit sales team members.

• Entering add gets you these suggestions.

  Suggestions	Description
  Add Address	Add an address.
  Add Contact	Add a contact to the account.
  Add Team Member	Add another salesperson to the account team.
  Update Address	Update the primary account address.
  Filter add	Searches Activities for all instances of the word "add".

• Entering update provides you with a list of individual fields you can update.

  Suggestions	Description
  update Address	Update the primary account address. You can add only one address for an account at this time.
  update Industry	Update the primary industry classification for the account.
  update Number of Employees	Update the number of employees.
  update Organization Name	Update the account name.
  update Owner	Enter the salesperson who owns this account.
  update Parent Company	Enter the parent account for this account in the account hierarchy.
  update Phone	Update the primary phone for the account.
  update Primary Contact	Update the primary phone number.
  update Type	Specify if the account is a customer or a prospect.
  update website	Enter the account web address.
  Filter update	Search the account activities for the word "update".

  Tip: Dislike long lists? Just enter the field name without entering "update" first. Or you can update all of these fields in one place on the Account Details page (Account Details > Edit).

• Enter filter to zero in on the information that you want to review in Activities.

  Suggestions	What It Displays
  filter Appointments	All scheduled and past appointments.
  filter Tasks	All scheduled and past tasks.
  filter Notes	All notes.
  filter Field Changes	All field updates.
  filter All Communication	All emails and phone call notes.
  filter Email Communication	All email threads.
  filter Phone Communication	All call logs.

• Enter create to display what related objects you can create.

  Suggestions	Description
  create Appointments	Creates an appointment.
  create Asset	Creates an asset for the account.
  create Contact	Creates a contact.
  create Note	Creates a note about the account.
  create Opportunity	Creates an opportunity for the account.
  create Service Request	Creates a service request.
  create Task	Creates a task for the account.

• Entering opportunity lists two actions.

  Suggestions	Description
  Create Opportunity	Creates an opportunity for the account.
  Filter opportunity	Search the account activities for the word "update".