Difference between revisions of "More menu"
Ashley DeBon (talk | contribs) (→More menu) |
Ashley DeBon (talk | contribs) (→Features include) |
||
| Line 20: | Line 20: | ||
* '''[[Call Account]]''' | * '''[[Call Account]]''' | ||
* '''[[Appointment]]''' | * '''[[Appointment]]''' | ||
| − | |||
* '''[[Opportunities]]''' | * '''[[Opportunities]]''' | ||
* '''[[People]]''' | * '''[[People]]''' | ||
Latest revision as of 09:01, 30 July 2026
Contents
The More menu is the full action sheet for an account—one place for view/edit and all related workflows.
Accounts → More (…) button on an account row
- 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
- 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.
