Capabilities

Written By Adtaria Support

Last updated About 1 month ago

New Daily Action

Daily Actions can be added directly from the Dashboard.

  • Go to the Dashboard

  • In the Today’s Actions section, click the action input bar

  • Enter the action name

  • Press enter or confirm

  • The action is added to the list immediately

Edit Daily Action

Daily Actions can be renamed at any time.

  • Go to the Dashboard

  • In Today’s Actions, click the pencil icon on an action

  • Update the action name

  • Changes save automatically

Move Daily Action

Daily Actions can be reordered.

  • Go to the Dashboard

  • Click the pencil icon to enter edit mode

  • Drag and drop actions to reorder

  • The new order saves automatically

Activity

Open Records from Activity

Items in the Activity feed are clickable.

  • Click a contact to open the contact panel

  • Click a task to open the task

  • Click a note to open the note

  • Click a deal to open the deal panel

  • Records open directly from the activity feed