Actions on Each Stop

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

1. Open Current Route.
2. Tap the stop/account you are visiting.
3. 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
4. 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.