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| Line 54: |
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| | ---- | | ---- |
| − |
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| − | == View accounts ==
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| − |
| |
| − | === What is View accounts? ===
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| − |
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| − | View accounts is the main '''[[Accounts]]''' list. It shows the company contacts you can access in CallProof.
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| − |
| |
| − | === How to navigate ===
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| − |
| |
| − | Bottom tab '''[[Accounts]]'''
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| − |
| |
| − | === Using View accounts ===
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| − |
| |
| − | # Open the Accounts tab.
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| − | # Browse the list of companies.
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| − | # Pull down to refresh.
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| − | # Scroll to load more results when available.
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| − | # Tap an account or action button to continue.
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| − |
| |
| − | === Features include ===
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| − |
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| − | * '''Accounts list''' – Company name, address, distance, last contacted, and related details.
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| − | * '''Pull to refresh''' – Reload latest account data.
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| − | * '''Pagination / scroll''' – Load additional accounts as you scroll.
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| − | * '''Empty state''' – Message when no accounts match your search/filters.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
| |
| − | ----
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| − |
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| − | == All Accounts / Only My Accounts ==
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| − |
| |
| − | === What is All Accounts / Only My Accounts? ===
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| − |
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| − | This switch controls whether you see every account available to you, or only accounts assigned to you.
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| − |
| |
| − | === How to navigate ===
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| − |
| |
| − | '''[[Accounts]]''' → segment control '''All Accounts''' / '''Only My Accounts'''
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| − | (Usually shown with Filters / account list header.)
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| − |
| |
| − | === Using All Accounts / Only My Accounts ===
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| − |
| |
| − | # Open Accounts.
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| − | # Select '''All Accounts''' to see all accessible accounts.
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| − | # Select '''Only My Accounts''' to see only accounts assigned to you.
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| − | # Search and filters apply within the selected segment.
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| − |
| |
| − | === Features include ===
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| − |
| |
| − | * '''All Accounts''' – Full list based on your security access.
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| − | * '''Only My Accounts''' – Accounts assigned to your user/sales rep.
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| − | * '''Security dependent''' – What you can see depends on company permissions.
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| − |
| |
| − | <div style="clear: both;"></div>
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| − |
| |
| − | ----
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| − |
| |
| − | == Search Accounts ==
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| − |
| |
| − | === What is Search Accounts? ===
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| − |
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| − | Search finds accounts by company name or other fields you have selected in filters.
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| − |
| |
| − | === How to navigate ===
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| − |
| |
| − | '''[[Accounts]]''' → search bar (“Search for Accounts”)
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| − |
| |
| − | === Using Search Accounts ===
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| − |
| |
| − | # Tap the search bar on Accounts.
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| − | # Enter a keyword (company, city, etc. based on selected search fields).
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| − | # Use quotation marks for exact phrases when needed (example: <code>"Used Car"</code>).
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| − | # Clear search to return to the full filtered list.
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| − | # For best results, enable only the search fields you need in '''[[Account Filters]]'''.
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| − |
| |
| − | === Features include ===
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| − |
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| − | * '''Keyword search''' – Match against selected fields.
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| − | * '''Multi-field search''' – Company, city, state, ZIP, street, phone, email, and other available fields.
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| − | * '''Exact phrase tips''' – Quotes improve exact-name matching.
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| − | * '''Clear search''' – Reset the search text quickly.
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| − | * '''Faster results tip''' – Fewer selected search fields usually means clearer, faster results.
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| − |
| |
| − | <div style="clear: both;"></div>
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| − |
| |
| − | ----
| |
| − |
| |
| − | == Account Filters ==
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| − |
| |
| − | === What are Account Filters? ===
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| − |
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| − | Account Filters narrow and organize the Accounts list by search fields, sort order, account type, and custom fields.
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| − |
| |
| − | === How to navigate ===
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| − |
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| − | '''[[Accounts]]''' → Filter icon / Filters panel
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| − |
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| − | === Using Account Filters ===
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| − |
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| − | # Open Filters on Accounts.
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| − | # Choose which '''Search fields''' to use.
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| − | # Set '''Sort''' (distance, activity, or alphabetical).
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| − | # Select '''Account type''' (Client, Lead, Prospect, etc.).
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| − | # Add '''Custom fields''' criteria when needed.
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| − | # Apply filters and review the updated list.
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| − | # Filters can remain saved for your next visit.
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| − |
| |
| − | === Features include ===
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| − |
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| − | * '''Search fields''' – Which fields the search uses.
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| − | * '''Sort''' – Closest to Me, Farthest Away, Need to Contact, Recently Contacted, Company A–Z / Z–A.
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| − | * '''Account type''' – Filter by your company’s contact types.
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| − | * '''Custom fields''' – Company-specific fields to narrow results.
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| − | * '''Saved filters''' – Keep last-used filter settings for next time.
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| − | * '''Clear filters''' – Reset to default when needed.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
| |
| − | ----
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| − |
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| − | == Sort by distance ==
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| − |
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| − | === What is Sort by distance? ===
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| − |
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| − | Sort by distance orders accounts by how near or far they are from your current location.
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| − |
| |
| − | === How to navigate ===
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| − |
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| − | '''[[Accounts]]''' → '''[[Account Filters]]''' → Sort → '''Closest to Me''' or '''Farthest Away'''
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| − |
| |
| − | === Using Sort by distance ===
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| − |
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| − | # Allow location access when prompted.
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| − | # Open Account Filters → Sort.
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| − | # Choose '''Closest to Me''' or '''Farthest Away'''.
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| − | # Review the Accounts list sorted by distance.
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| − |
| |
| − | === Features include ===
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| − |
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| − | * '''Closest to Me''' – Nearby accounts first.
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| − | * '''Farthest Away''' – Farther accounts first.
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| − | * '''Device GPS''' – Uses your current location for ordering.
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| − | * '''Distance on list''' – Account rows can show distance when available.
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| − |
| |
| − | <div style="clear: both;"></div>
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| − |
| |
| − | ----
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| − |
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| − | == Sort by contact activity ==
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| − |
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| − | === What is Sort by contact activity? ===
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| − |
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| − | Sort by contact activity orders accounts by how recently they were contacted.
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| − |
| |
| − | === How to navigate ===
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| − |
| |
| − | '''[[Accounts]]''' → '''[[Account Filters]]''' → Sort → '''Need to Contact''' or '''Recently Contacted'''
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| − |
| |
| − | === Using Sort by contact activity ===
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| − |
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| − | # Open Account Filters → Sort.
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| − | # Choose '''Need to Contact''' for oldest last-contacted first.
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| − | # Choose '''Recently Contacted''' for most recently contacted first.
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| − | # Work the list from top to bottom for follow-ups.
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| − |
| |
| − | === Features include ===
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| − |
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| − | * '''Need to Contact''' – Accounts with the oldest “Last Contacted” date.
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| − | * '''Recently Contacted''' – Accounts contacted most recently.
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| − | * '''Follow-up planning''' – Helps prioritize outreach.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
| |
| − | ----
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| − |
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| − | == Add a new account ==
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| − |
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| − | === What is Add a new account? ===
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| − |
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| − | Add a new account creates a company contact record in CallProof.
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| − |
| |
| − | === How to navigate ===
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| − |
| |
| − | '''[[Accounts]]''' → Add (+) button
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| − | (Also possible from Business Card scan flows.)
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| − |
| |
| − | === Using Add a new account ===
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| − |
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| − | # Tap Add on Accounts.
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| − | # Enter '''Company Name''' and '''Account Type''' (required).
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| − | # Add optional fields: address, phone, email, website, sales rep, custom fields, notes.
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| − | # Use business card scan or vCard import when enabled.
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| − | # Save to create the account.
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| − |
| |
| − | === Features include ===
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| − |
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| − | * '''Required fields''' – Company Name and Account Type.
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| − | * '''Optional details''' – Address, phones, email, sales rep, custom fields.
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| − | * '''Business card scan''' – Fill fields from a scanned card when available.
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| − | * '''vCard import''' – Import contact data when enabled.
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| − | * '''Sales rep assignment''' – Defaults to the user adding the account.
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| − |
| |
| − | <div style="clear: both;"></div>
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| − |
| |
| − | ----
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| − |
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| − | == View account details ==
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| − |
| |
| − | === What is View account details? ===
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| − |
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| − | View account details opens the full record for a company contact—info, history, and related items.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Accounts]]''' → tap account / '''[[More menu]]''' → View Account
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| − |
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| − | === Using View account details ===
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| − |
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| − | # Open an account from the list or More menu.
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| − | # Review company info, address, phones, and related tabs/sections.
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| − | # Open notes, appointments, follow-ups, opportunities, event forms, people, images, or history as needed.
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| − | # Switch to '''[[Edit account]]''' when changes are required.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Company info''' – Name, type, account number, website, email.
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| − | * '''Address and phones''' – Location and contact numbers.
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| − | * '''People''' – Contacts under the company.
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| − | * '''Custom fields''' – Company-specific details.
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| − | * '''History tabs''' – Notes, appointments, follow-ups, opportunities, event forms, calls/SMS/images when available.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
| |
| − | ----
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| − |
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| − | == Edit account ==
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| − |
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| − | === What is Edit account? ===
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| − |
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| − | Edit account updates an existing company contact record.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Accounts]]''' → '''[[More menu]]''' → Edit Account
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| − | (or Edit from '''[[View account details]]''')
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| − |
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| − | === Using Edit account ===
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| − |
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| − | # Open Edit Account.
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| − | # Update company info, type, address, phones, sales reps, custom fields, and other details.
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| − | # Save changes.
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| − | # Confirm the updated values on the account screen.
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| − |
| |
| − | === Features include ===
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| − |
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| − | * '''Update core info''' – Company name, type, contact details.
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| − | * '''Address / phones''' – Keep location and numbers current.
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| − | * '''Sales reps''' – Assign or change ownership.
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| − | * '''Custom fields''' – Edit company-specific values.
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| − | * '''Save''' – Persist updates to CallProof.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Call Account ==
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| − |
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| − | === What is Call Account? ===
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| − |
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| − | Call Account places a phone call to the account from CallProof so activity can be tracked.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Accounts]]''' → Call button on row
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| − | or '''[[More menu]]''' → Call
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| − | (Twilio options when enabled)
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| − |
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| − | === Using Call Account ===
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| − |
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| − | # Find the account.
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| − | # Tap Call.
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| − | # If multiple numbers exist, select the number to dial.
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| − | # Complete the call in the phone/Twilio flow.
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| − | # Call activity can appear in history/reporting.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Quick call button''' – Call directly from the Accounts list.
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| − | * '''Multiple numbers''' – Choose among available phones.
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| − | * '''Twilio calling''' – Available when Twilio is enabled.
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| − | * '''Tracked calls''' – Helps CallProof reporting when calling from the app.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Message / SMS ==
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| − |
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| − | === What is Message / SMS? ===
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| − |
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| − | Message / SMS sends a text message to an account phone number from CallProof.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Accounts]]''' → Message button
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| − | or More / messaging options
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| − | (AI message help may appear when enabled)
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| − |
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| − | === Using Message / SMS ===
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| − |
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| − | # Tap Message on an account.
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| − | # Select a phone number if more than one exists.
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| − | # Write the SMS (or use AI assistance when offered).
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| − | # Send the message.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''SMS to account''' – Text the selected phone number.
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| − | * '''Number picker''' – Choose among phones when multiple exist.
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| − | * '''AI message help''' – Draft assistance when CallProof AI is enabled.
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| − | * '''Twilio messaging''' – Used when messaging integration is enabled.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
| |
| − | ----
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| − |
| |
| − | == Email Account ==
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| − |
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| − | === What is Email Account? ===
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| − |
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| − | Email Account sends email to the account from quick actions or the More menu.
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| − |
| |
| − | === How to navigate ===
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| − |
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| − | '''[[Accounts]]''' → Email button
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| − | or '''[[More menu]]''' → Email
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| − |
| |
| − | === Using Email Account ===
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| − |
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| − | # Tap Email on an account.
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| − | # Choose recipient email if multiple exist.
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| − | # Compose and send the email.
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| − | # Optional: use AI email assistance when enabled.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Quick email action''' – Start email from the account row.
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| − | * '''Email list / manage emails''' – Work with company or people emails when available.
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| − | * '''AI email help''' – Draft support when enabled.
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| − | * '''Send from device mail''' – Completes through the mail composer/flow.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
| |
| − | ----
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| − |
| |
| − | == Appointment ==
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| − |
| |
| − | === What is Appointment? ===
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| − |
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| − | Appointment is a check-in/visit for an account. Start it when you arrive and end it when you leave.
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| − |
| |
| − | === How to navigate ===
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| − |
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| − | '''[[Accounts]]''' → Appointment button
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| − | or '''[[More menu]]''' → Appointment
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| − |
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| − | === Using Appointment ===
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| − |
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| − | # Tap Appointment on the account.
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| − | # Confirm start when prompted.
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| − | # Work the visit (notes, forms, calls as needed).
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| − | # End the appointment when finished (from account/Home timer flow).
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| − | # Complete end-appointment notes or forms when shown.
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| − |
| |
| − | === Features include ===
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| − |
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| − | * '''Start appointment''' – Begin a tracked visit.
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| − | * '''End appointment''' – Finish the visit and capture follow-up details.
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| − | * '''Active timer''' – Appointment state can replace Places with a timer while active.
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| − | * '''Linked activity''' – Appointment history stays on the account.
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| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Add to Route ==
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| − |
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| − | === What is Add to Route? ===
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| − |
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| − | Add to Route places the account as a stop on your current route for planned visits.
| |
| − |
| |
| − | === How to navigate ===
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| − |
| |
| − | '''[[Accounts]]''' → Route button
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| − | or map/lasso add-to-route actions
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| − | Then manage stops in '''[[Routes]]'''
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| − |
| |
| − | === Using Add to Route ===
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| − |
| |
| − | # Tap Route / Add to Route on an account.
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| − | # Confirm the account was added.
| |
| − | # Open '''[[Routes]]''' to view, optimize, save, or clear the route.
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| − | # Visit stops in order.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Add stop''' – Insert account into current route.
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| − | * '''Already added handling''' – Warns if the account is already on the route.
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| − | * '''Routes link''' – Continue planning in Current/Saved Routes.
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| − | * '''Map / lasso add''' – Add multiple accounts from map selection when available.
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| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Event Forms ==
| |
| − |
| |
| − | === What are Event Forms? ===
| |
| − |
| |
| − | Event Forms are custom forms tied to an account—used for visits, orders, surveys, and other company workflows.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Accounts]]''' → Event / Event Forms action
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| − | or '''[[More menu]]''' → Event Forms
| |
| − |
| |
| − | === Using Event Forms ===
| |
| − |
| |
| − | # Open Event Forms on an account.
| |
| − | # Select the form to fill out.
| |
| − | # Enter required fields.
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| − | # Save/submit the form to the account history.
| |
| − |
| |
| − | === Features include ===
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| − |
| |
| − | * '''Form list''' – Company-defined event forms.
| |
| − | * '''Fill and submit''' – Capture structured visit/order data.
| |
| − | * '''Account history''' – Submitted forms stay on the account.
| |
| − | * '''Appointment integration''' – Some forms can start/treat as appointment based on settings.
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| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Tasks / Follow-ups ==
| |
| − |
| |
| − | === What are Tasks / Follow-ups (from Accounts)? ===
| |
| − |
| |
| − | From an account, you can create or edit a task/follow-up reminder linked to that company.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Accounts]]''' → '''[[More menu]]''' → Add Task / Follow-up
| |
| − | Full list also on '''[[Tasks]]'''
| |
| − |
| |
| − | === Using Tasks / Follow-ups ===
| |
| − |
| |
| − | # Open More on an account.
| |
| − | # Choose Add Task / Follow-up.
| |
| − | # Set date, time, duration, type, priority, notes, and assignee when available.
| |
| − | # Save the task.
| |
| − | # Manage completion later from '''[[Tasks]]'''.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Create follow-up''' – Schedule next contact for the account.
| |
| − | * '''Edit follow-up''' – Update an existing task.
| |
| − | * '''Account linkage''' – Task stays connected to the company.
| |
| − | * '''Calendar sync''' – Can sync when calendar setup is enabled.
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| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Notes ==
| |
| − |
| |
| − | === What are Notes? ===
| |
| − |
| |
| − | Notes store free-text comments and visit details on an account.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Accounts]]''' → '''[[More menu]]''' → Notes
| |
| − | or Notes section in '''[[View account details]]'''
| |
| − |
| |
| − | === Using Notes ===
| |
| − |
| |
| − | # Open Notes for the account.
| |
| − | # Add a new note.
| |
| − | # Save.
| |
| − | # Review older notes anytime on the account.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Add note''' – Capture visit details or comments.
| |
| − | * '''View notes''' – Read prior notes on the account.
| |
| − | * '''Account history''' – Notes remain attached to the company record.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Opportunities ==
| |
| − |
| |
| − | === What are Opportunities (from Accounts)? ===
| |
| − |
| |
| − | Opportunities track sales deals linked to an account as they move through your funnel.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Accounts]]''' → '''[[More menu]]''' → Opportunities
| |
| − | Also from Home widget / '''[[My Opportunities]]'''
| |
| − |
| |
| − | === Using Opportunities ===
| |
| − |
| |
| − | # Open Opportunities on an account.
| |
| − | # View existing deals for that company.
| |
| − | # Add a new opportunity with type, value, probability, close date, and notes.
| |
| − | # Update stage/status as the sale progresses.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Account opportunities list''' – Deals tied to the company.
| |
| − | * '''Add opportunity''' – Create a new pipeline record.
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| − | * '''Edit opportunity''' – Update value, stage, probability, dates, notes.
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| − | * '''Funnel tracking''' – Follow the deal through opportunity types/stages.
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| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
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| − |
| |
| − | == People ==
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| − |
| |
| − | === What are People? ===
| |
| − |
| |
| − | People are individual contacts that belong under a company account.
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| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Accounts]]''' → '''[[More menu]]''' → People / Contacts
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| − | or People section in '''[[View account details]]'''
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| − |
| |
| − | === Using People ===
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| − |
| |
| − | # Open People for the account.
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| − | # View individuals linked to the company.
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| − | # Add or edit a person (name, title, phone, email) when available.
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| − | # Use a person for calls, emails, or scheduling as needed.
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| − |
| |
| − | === Features include ===
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| − |
| |
| − | * '''People list''' – Contacts under the company.
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| − | * '''Add / edit person''' – Maintain individual contact details.
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| − | * '''Phones and emails''' – Per-person communication info.
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| − | * '''Account association''' – People stay linked to the company account.
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| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Labels ==
| |
| − |
| |
| − | === What are Labels? ===
| |
| − |
| |
| − | Labels are tags you apply to accounts for organization and filtering.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Accounts]]''' → '''[[More menu]]''' → Labels
| |
| − |
| |
| − | === Using Labels ===
| |
| − |
| |
| − | # Open Labels on an account.
| |
| − | # Select one or more labels.
| |
| − | # Save.
| |
| − | # Use labels later to organize or find accounts.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Tag accounts''' – Apply company-defined labels.
| |
| − | * '''Organize pipeline''' – Group accounts by status, segment, or workflow.
| |
| − | * '''Update labels''' – Add or remove labels anytime.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Images ==
| |
| − |
| |
| − | === What are Images? ===
| |
| − |
| |
| − | Images stores photos related to an account (storefront, docs, event-form images, profile images).
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Accounts]]''' → '''[[More menu]]''' → Images
| |
| − | or Images section in '''[[View account details]]'''
| |
| − |
| |
| − | === Using Images ===
| |
| − |
| |
| − | # Open Images on an account.
| |
| − | # View existing photos.
| |
| − | # Add a new image from camera or gallery when available.
| |
| − | # Use images for reference on future visits.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Image gallery''' – Photos attached to the account.
| |
| − | * '''Add image''' – Upload camera/gallery photo.
| |
| − | * '''Event form images''' – Images from forms can also appear here.
| |
| − | * '''Visual reference''' – Helpful for field recognition and records.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Directions / Street View ==
| |
| − |
| |
| − | === What are Directions / Street View? ===
| |
| − |
| |
| − | Directions opens navigation to the account address. Street View shows the location visually on the map.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Accounts]]''' → '''[[More menu]]''' → Directions or Street View
| |
| − |
| |
| − | === Using Directions / Street View ===
| |
| − |
| |
| − | # Open More on an account with a valid address/location.
| |
| − | # Tap '''Directions''' to navigate in maps.
| |
| − | # Tap '''Street View''' to preview the location.
| |
| − | # If no address/coordinates exist, CallProof may show “No Address Found.”
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Directions''' – Turn-by-turn path to the account.
| |
| − | * '''Street View''' – Visual preview of the location.
| |
| − | * '''Requires location''' – Needs latitude/longitude or a valid address.
| |
| − | * '''Field prep''' – Useful before arriving at a visit.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Accounts Map ==
| |
| − |
| |
| − | === What is Accounts Map? ===
| |
| − |
| |
| − | Accounts Map plots your filtered accounts on a map so you can see nearby companies and plan visits.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Accounts]]''' → Map icon
| |
| − | Related: '''[[Routes]]''', Places map/lasso tools
| |
| − |
| |
| − | === Using Accounts Map ===
| |
| − |
| |
| − | # Apply search/filters on Accounts if needed.
| |
| − | # Tap the Map icon.
| |
| − | # Review account pins on the map.
| |
| − | # Tap pins for account actions.
| |
| − | # Use lasso/map tools when available to select multiple accounts and add them to a route.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Map pins''' – Accounts plotted by location.
| |
| − | * '''Filtered map''' – Reflects your current Accounts filters.
| |
| − | * '''Pin actions''' – Open account options from the map.
| |
| − | * '''Lasso select''' – Select multiple nearby accounts when available.
| |
| − | * '''Add to route from map''' – Build a visit path quickly.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == More menu ==
| |
| − |
| |
| − | === What is More menu? ===
| |
| − |
| |
| − | The More menu is the full action sheet for an account—one place for view/edit and all related workflows.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Accounts]]''' → More (…) button on an account row
| |
| − |
| |
| − | === Using More menu ===
| |
| − |
| |
| − | # Tap More on an account.
| |
| − | # Choose an action from the list.
| |
| − | # Complete that flow, then return to Accounts.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''[[View account details]]''' / '''[[Edit account]]'''
| |
| − | * '''[[Call Account]]'''
| |
| − | * '''[[Appointment]]'''
| |
| − | * '''[[Event Forms]]'''
| |
| − | * '''[[Opportunities]]'''
| |
| − | * '''[[People]]'''
| |
| − | * '''[[Tasks / Follow-ups]]'''
| |
| − | * '''[[Notes]]'''
| |
| − | * '''[[Labels]]'''
| |
| − | * '''[[Images]]'''
| |
| − | * '''[[Email Account]]'''
| |
| − | * '''[[Directions / Street View]]'''
| |
| − | * '''Other company-enabled options''' – Additional menu items may appear based on your organization settings.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
