Difference between revisions of "Actions on Each Stop"
Ashley DeBon (talk | contribs) (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...") |
Ashley DeBon (talk | contribs) (→Actions on Each Stop) |
||
| (One intermediate revision by the same user not shown) | |||
| Line 2: | Line 2: | ||
== Actions on Each Stop == | == Actions on Each Stop == | ||
| − | + | [[File:Actions_on_Each_Stop.png|200px|thumb|right|Callproof Actions on Each Stop]] | |
=== What are Actions on Each Stop? === | === What are Actions on Each Stop? === | ||
Latest revision as of 08:07, 21 July 2026
Contents
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.
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.
