1. Open the Actions work queue
Click the Actions button in the left-hand navigation.
This opens your work queue of outstanding items that need review or action.
Use this area as the main place to process pending work.
2. Review the types of actions in the queue
The queue may include several action types, such as:
Email updates: review, edit, and send an email to a customer.
Pipeline suggestions: move a deal further down the pipeline.
Call tasks: follow up by phone with a potential customer.
Each item is grouped by the deal it belongs to, making it easier to work through related tasks together.
3. Filter or search for specific actions
Narrow the queue using filters for:
Type: email tasks, CRM items, or stage updates.
Category: additional grouping options for sorting actions.
Use the search function if you want to find a specific deal or action quickly.
4. Ask Ricavi for contextual help
Click Ask Ricavi in the top-right corner to open the chat drawer.
Ask questions about anything visible on the page.
Ricavi has full contextual awareness, so it can respond based on the actions and deal information currently on screen.
5. View your action history in the Log
Click the Log button near the top of the screen.
Use this to review all actions you have previously approved or dismissed.
Helpful for tracking what has already been handled.