Overview of Actionable Infolets

Actionable infolets are transactional infolets that can co-exist on the same page as business intelligence (BI) infolets. Actionable infolets give salespeople a quick overview of pending tasks in a single place.

Salespeople can quickly act from the infolets themselves, without having to navigate to different detail views. The following actionable infolets are available by default:

• My Tasks

• My Appointments

• My Accounts

• My Leads

• My Opportunities

You can also view a graphical representation of the actionable infolets. The summary charts display data based on the selected filters.

The predefined, actionable infolets let salespeople quickly navigate to relevant areas to perform quick actions on individual records. The infolets can improve sales performance by prioritizing tasks and filtering data. Filtering reduces the number of searches required to view any outstanding items that might require attention.

Salespeople can personalize actionable infolets, refresh data, and create and edit data as required. Built in configuration features help salespeople effectively plan their day, thus saving valuable time. For example, they can choose to select or hide predefined filters that they want to make available on the actionable infolets so that they see only the data they need to see at any given time.