Actions on Each Stop - Revision history

Ashley DeBon: /* Actions on Each Stop */

2026-07-21T08:07:30Z

‎Actions on Each Stop

Ashley DeBon: /* Actions on Each Stop */

2026-07-21T08:05:02Z

‎Actions on Each Stop

Ashley DeBon: Created page with " == Actions on Each Stop == === What are Actions on Each Stop? === From each route stop, you can take account actions—call, message, email, start an appointment, get dire..."

2026-07-21T06:48:15Z

Created page with " == Actions on Each Stop == === What are Actions on Each Stop? === From each route stop, you can take account actions—call, message, email, start an appointment, get dire..."

New page

== Actions on Each Stop ==

=== What are Actions on Each Stop? ===

From each route stop, you can take account actions—call, message, email, start an appointment, get directions, open the account, add notes, and more.

=== How to navigate ===

'''[[Routes]]''' → '''[[Current Route]]''' → tap a stop

=== Using Actions on Each Stop ===

# Open Current Route.
# Tap the stop/account you are visiting.
# Choose an action:
#* Call / Message / Email
#* Start an appointment / check in
#* Get directions
#* Open full account details
#* Add notes or other account tools when available
# Continue to the next stop when finished.

=== Features include ===

* '''Call''' – Phone the account (Twilio or native when enabled).
* '''Message / Email''' – Reach out before or after the visit.
* '''Appointment''' – Start or manage an on-site visit.
* '''Directions''' – Navigate to the stop.
* '''Open account''' – Full account history and tools.
* '''Notes''' – Log visit context.
* '''Other account options''' – Event forms, tasks, opportunities, and more when available.

<div style="clear: both;"></div>

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 == Actions on Each Stop ==
-[[File:App_Assign_Route_to_Reps.png|200px|thumb|right|Callproof App Assign Route to Reps]]
+[[File:Actions_on_Each_Stop.png|200px|thumb|right|Callproof Actions on Each Stop]]
 === What are Actions on Each Stop? ===