Action Details

You can click on any action from the action list to see its details. The image below briefly explains each components in the ‘View action’ screen.  

 

1. Account and Contact Details

For all types of actions, you’ll get to see the name and type of account that is associated with the action on the top most section, followed by the account’s default contact information.
You can click on the phone or mobile number in the boxes to dial the number, or click on the email address to compose an email.

 

2. Customer Background

The customer background of the account is available here for your quick view and reference.

 

3. Action Information

This section displays all information about the action.
You can click the SHOW MORE button to see more details about the associated deal, and click EDIT to edit the action.

 

4. Action Buttons

The buttons displayed here can be different for different types of actions. For follow-up actions, you’ll get a COMPLETE button, where you can click on when you have completed the action.
For appointments, you’ll see CHECK IN. Clicking on this button allows you to check in the appointment, where you can start recording moments or discussion held during the meeting.
For invoice actions, you’ll see INVOICE NOW in this section. Clicking this button will navigate you to invoice deal.

 

5. Journal

You can scroll to this section to view past journal entries about the action or deal.

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