Ashley DeBon at 07:39, 21 July 2026

2026-07-21T07:39:55Z

Ashley DeBon: Created page with "== Account actions from a task == === What are Account actions from a task? === From a task, you can open the related account to call, set an appointment, submit event forms..."

2026-07-21T05:51:50Z

Created page with "== Account actions from a task == === What are Account actions from a task? === From a task, you can open the related account to call, set an appointment, submit event forms..."

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== Account actions from a task ==

=== What are Account actions from a task? ===

From a task, you can open the related account to call, set an appointment, submit event forms, add notes, and use other account options.

=== How to navigate ===

'''[[Tasks]]''' → tap the task / account → account details / actions

=== Using Account actions from a task ===

# Open Tasks.
# Tap the account linked to a task.
# Use account actions such as Call, Message, Appointment, Event Forms, Notes, Opportunities, People, and more (as available).
# Return to Tasks when finished.

=== Features include ===

* '''Open related account''' – Jump from follow-up to account context.
* '''Call / message''' – Contact the account (Twilio or native when enabled).
* '''Appointment''' – Check in / schedule visits.
* '''Event forms''' – Submit field forms.
* '''Notes and history''' – Review or add notes.
* '''Other account tools''' – Labels, images, directions, opportunities, people when available.

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 == Account actions from a task ==
+[[File:app_accountmorescreen.png|200px|thumb|right|Callproof Mobile App Account action page]]
 === What are Account actions from a task? ===

Account actions from a task - Revision history

Ashley DeBon at 07:39, 21 July 2026

Ashley DeBon: Created page with "== Account actions from a task == === What are Account actions from a task? === From a task, you can open the related account to call, set an appointment, submit event forms..."