More menu
Revision as of 09:18, 15 July 2026 by Ashley DeBon (talk | contribs) (Created page with "== 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 ==...")
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
- 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.
