Overview
Resolve blockers and complete the highest-value work first.
Before you start
Step-by-step guide
Step 1
Review Needs attention, then Today's actions
Open /dashboard and review needs attention, then today's actions.
Expected result: You know what needs attention and what to do next.
If it fails: If the expected state does not appear, use the page retry action and confirm your workspace and permissions.
Tips
- Complete the workflow in the workspace where the underlying customer data belongs.
Common mistakes
- Working in the wrong workspace. Confirm the workspace switcher before making changes.
Troubleshooting
- The control is unavailable: Check your role, plan and integration health, then retry.
Best practice
Use this workflow to achieve: Resolve blockers and complete the highest-value work first.
Continue in Gain Momentum
Open the feature for this guide when you are ready to apply it.
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